Privacy Policy

When you interact with this website, we may collect information that you voluntarily provide, including your name, email address, telephone number, company or organization name, information submitted through contact or inquiry forms, and communications that you send to us.

The website may also automatically collect limited technical information, such as browser type, device type, Internet Protocol address, pages viewed, referral source, and similar information used to operate, secure, and improve the website.

Information collected through the website may be used to respond to inquiries and requests, schedule meetings or appointments, provide information about our services, operate and improve the website, maintain the security of our systems, maintain business and regulatory records, and comply with applicable legal or regulatory requirements.

Hale & Company Advisors and Hale Wealth Management, LLC are affiliated entities that provide different professional services.

Information may be shared between affiliated entities when appropriate and legally permitted to respond to a request or provide services requested by you.

Tax return information receives additional protections under federal law. Information obtained for or in connection with tax return preparation will not be used or disclosed for unrelated purposes except as permitted by law or pursuant to any consent required by applicable law.

We may use third-party service providers to assist with website hosting, information technology, scheduling, communications, data security, document management, and other business functions.

We may provide these service providers with information reasonably necessary to perform services on our behalf, subject to applicable confidentiality, privacy, and security requirements.

Information may be disclosed when reasonably necessary to comply with applicable law, regulation, subpoena, court order, regulatory examination, governmental request, or other legal obligation, or to protect the rights, property, security, or interests of our clients, our firms, or others.

Our website may use cookies and similar technologies that support website functionality, security, analytics, and user experience.

Browser settings may allow you to restrict or disable certain cookies. Disabling cookies may affect the functionality of portions of the website.

We maintain administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure.

No method of electronic transmission or storage can be guaranteed to be completely secure. For that reason, sensitive information such as Social Security numbers, complete tax returns, financial account credentials, or passwords should not be transmitted through ordinary website forms or unsecured email.

Clients and prospective clients of Hale Wealth Management, LLC may receive additional privacy notices describing the firm's collection, use, protection, and sharing of nonpublic personal information.

Those notices govern the treatment of client information where applicable and supplement this Website Privacy Policy.

Information provided in connection with the preparation of a federal or state tax return may be subject to additional confidentiality requirements. Hale & Company Advisors handles tax return information in accordance with applicable federal tax law and related confidentiality requirements.

This website may contain links to third-party websites. This Privacy Policy does not govern websites or services operated by third parties, and we encourage users to review the privacy policies applicable to those services.

This website and our professional services are not directed toward children under the age of 13, and we do not knowingly seek to collect personal information from children through this website.

We may update this Privacy Policy periodically to reflect changes in our practices, technology, services, or legal requirements. The effective date appearing above indicates when this policy was most recently revised.

Questions regarding this Privacy Policy or our information practices may be directed to Hale & Company Advisors through the contact information provided on this website.