Privacy Policy

We collect information in the following ways:

Information you provide directly. When you fill out a contact or intake form, subscribe to firm communications, request a consultation, or otherwise communicate with us through the Site, we collect the information you provide, which may include your name, company name, email address, phone number, and the content of your message.

Information collected automatically. When you visit the Site, we and our service providers may automatically collect certain information about your device and how you interact with the Site, including your IP address, browser type, operating system, referring URLs, pages viewed, and the dates and times of your visits. We collect this information using cookies and similar tracking technologies, described further below.

Information from third parties. We may receive information about you from third-party sources, such as analytics providers, in connection with the operation of the Site.

The Site uses cookies and similar technologies to operate the Site, understand how visitors use it, and improve its content and functionality. Cookies are small data files stored on your device. Most web browsers allow you to control cookies through their settings, including blocking or deleting them; doing so may affect the functionality of the Site. We may also use analytics services that use cookies to collect information about Site usage in the aggregate.

We use the information we collect to:

• Respond to inquiries and provide information you request;
• Operate, maintain, and improve the Site;
• Understand how visitors use the Site so we can improve its content and user experience;
• Communicate with you about our services, insights, and firm updates, where you have requested or consented to such communications;
• Protect the security and integrity of the Site; and
• Comply with applicable legal obligations.

We do not use information submitted through the Site to provide professional accounting, tax, or advisory services unless and until a separate engagement has been established.

We do not sell personal information collected through the Site. We may share information as follows:

• Service providers. With vendors who perform services on our behalf, such as website hosting, analytics, and email delivery, under obligations to protect that information.
• Legal and safety reasons. Where required by law, regulation, subpoena, or other legal process, or where we believe disclosure is necessary to protect the rights, property, or safety of CrestPoint, our clients, or others.
• Business transfers. In connection with a merger, acquisition, reorganization, or sale of some or all of our assets, in which case information may be transferred as part of that transaction.
• With your consent. In any other circumstance, with your consent.

We maintain administrative, technical, and physical safeguards designed to protect information collected through the Site from unauthorized access, use, or disclosure. No method of transmission over the internet or electronic storage is completely secure, however, and we cannot guarantee absolute security.

We retain information collected through the Site for as long as necessary to fulfill the purposes described in this Policy, unless a longer retention period is required or permitted by law.

Depending on your location, you may have rights regarding your personal information, which may include the right to request access to, correction of, or deletion of the personal information we hold about you, and the right to opt out of certain uses of your information. To make a request, contact us using the information below. We will respond in accordance with applicable law. We do not discriminate against individuals for exercising their privacy rights.

California residents.The California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the “CCPA”), gives California residents the right to know the categories and specific pieces of personal information we have collected about them, the right to request deletion of their personal information, the right to correct inaccurate personal information, and the right to opt out of the sale or sharing of personal information. We do not sell or share personal information collected through the Site, as those terms are defined under the CCPA. To exercise a CCPA right, contact us using the information below; we may need to verify your identity before processing certain requests.

The Site is intended for business and professional audiences and is not directed to individuals under the age of 16. We do not knowingly collect personal information from children.

The Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites, and we encourage you to review the privacy policies of any third-party site you visit.

We may update this Privacy Policy from time to time. The effective date above indicates when this Policy was last revised. Material changes will be reflected on this page.

If you have questions about this Privacy Policy or how we handle your information, please contact us: