Privacy Policy

Effective Date: 10/14/2025

Last Updated: 10/14/2025

Heritage Capital Partners (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us through our website, www.heritage-capital-partners.com, and related services. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your data.

1. Information We Collect

We may collect the following types of information when you visit our website or engage with our services:

a. Personal Information

Information you voluntarily provide, such as:

Name, email address, phone number, or mailing address
Business name, title, or role within your organization
Information submitted through contact forms, consultation requests, or applications

b. Automatically Collected Information

When you visit our website, we may automatically collect:

IP address and browser type
Device information and operating system
Pages visited, time spent, and navigation paths
Cookies and similar tracking technologies

2. How We Use Your Information

We use the information collected to:

Respond to inquiries, consultation requests, and applications
Provide and improve our services and website experience
Communicate with you about updates, events, or offerings (if you’ve opted in)
Maintain internal records and ensure website security
Comply with legal obligations or resolve disputes

We do not sell, rent, or trade your personal information to third parties.

3. Cookies and Tracking Technologies

Our website may use cookies or similar tools to improve user experience, analyze website traffic, and personalize content. You can adjust your browser settings to refuse cookies, but this may affect certain website features.

4. Information Sharing and Disclosure

We may share your information only in the following situations:

With trusted service providers who assist in website hosting, analytics, or communications (under strict confidentiality agreements)
When required by law, regulation, or legal process
To protect our legal rights, privacy, safety, or property

We do not share personal data for marketing purposes without your explicit consent.

5. Data Retention

We retain personal information only as long as necessary to fulfill the purposes outlined in this policy or as required by law.

6. Data Security

We use commercially reasonable security measures to protect your data from unauthorized access, disclosure, or misuse. However, no online system is completely secure, and we cannot guarantee absolute protection.

7. Your Rights and Choices

Depending on your location, you may have the right to:

Access or request a copy of your personal data
Correct or delete information we hold about you
Withdraw consent to marketing communications
Request limitations on data processing

To exercise these rights, contact us using the information below.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of external sites.

9. Children’s Privacy

Our website and services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices. The “Last Updated” date at the top will indicate when the latest revision occurred.

11. Contact Us

If you have questions about this Privacy Policy or wish to exercise your data rights, please contact us at:

Heritage Capital Partners
tonia@heritage-capital-partners.com