Privacy Policy
Effective Date: April 8, 2026
Bridge Pointe Advisory (“Bridge Pointe Advisory, Inc.,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the information you provide when you visit our website, bridgepointeadvisory.com (the “Site”).
This Privacy Policy explains how we collect, use, disclose, and protect information collected through the Site. By using the Site, you agree to the practices described in this Privacy Policy.
1. Who We Are
Bridge Pointe Advisory is a Texas-based advisory firm. This Privacy Policy applies to information collected through our Site and related website features, including contact forms and appointment request tools.
2. Information We Collect
We may collect the following types of information through the Site:
Information You Voluntarily Provide
When you complete a contact form, request an appointment, or otherwise communicate with us through the Site, we may collect information such as:
- your name
- your email address
- your company name
- the contents of your message
- any other information you choose to provide
Automatically Collected Information
When you visit the Site, certain information may be collected automatically, such as:
- IP address
- browser type
- device type
- operating system
- referring website
- pages visited
- date and time of access
- general usage and interaction data
This information may be collected through cookies, analytics tools, server logs, and similar technologies.
3. Information We Do Not Intend to Collect Through the Site
The Site is not intended to collect highly sensitive personal, financial, or confidential information.
Please do not submit through the Site, email, or public-facing forms any of the following:
- Social Security numbers
- taxpayer identification numbers
- bank account information
- credit card information
- tax return documents
- payroll data
- financial statements
- login credentials
- government-issued identification numbers
- protected health information
- any other sensitive personal or business information
If you send sensitive information through the Site anyway, you do so at your own risk.
4. How We Use Information
We may use the information we collect to:
- respond to inquiries
- communicate with you about your request
- review and respond to appointment or consultation requests
- operate, maintain, and improve the Site
- monitor website usage and performance
- protect the security and integrity of the Site
- comply with legal obligations
- enforce our Terms and Conditions
We do not use the Site to collect payment information through public forms.
5. No Client Relationship Created
Submitting information through the Site does not create a client relationship, fiduciary relationship, accountant-client relationship, or any other professional engagement with Bridge Pointe Advisory.
A professional relationship is formed only through a separate written engagement agreement signed by the appropriate parties.
6. Cookies and Analytics
The Site may use cookies, pixels, analytics tools, and similar technologies to improve functionality, understand visitor behavior, and support website performance.
These technologies may collect technical and usage information about how visitors interact with the Site.
You can usually modify your browser settings to refuse cookies or alert you when cookies are being used. However, some parts of the Site may not function properly if cookies are disabled.
7. Third-Party Tools and Services
We may use third-party service providers to help operate the Site or support business functions, such as:
- website hosting providers
- website security tools
- analytics providers
- scheduling tools
- form tools
- email providers
- embedded maps or external links
These third parties may have access to information only as needed to perform services on our behalf or as part of your direct interaction with their tools. Their use of your information is governed by their own privacy policies and terms.
We are not responsible for the privacy practices of third-party websites, platforms, or tools linked to or embedded on the Site.
8. Sharing of Information
We do not sell your personal information.
We may share information in the following limited situations:
- with service providers who help us operate the Site or related business systems
- when required by law, subpoena, court order, or legal process
- when necessary to protect our rights, property, or safety
- in connection with a business transfer, merger, acquisition, reorganization, or sale of assets
9. Data Security
We use reasonable administrative, technical, and organizational measures to help protect information collected through the Site.
That said, no website, email transmission, or internet-based system is completely secure. We cannot guarantee absolute security of information transmitted to or through the Site.
Because the Site is not intended for secure document transmission, you should not use it to send confidential or highly sensitive information.
10. Data Retention
We retain information for as long as reasonably necessary to:
- respond to your inquiry
- maintain business and website records
- comply with legal obligations
- resolve disputes
- enforce our agreements
The exact retention period may vary depending on the nature of the information and applicable legal, operational, or compliance requirements.
11. Children’s Privacy
The Site is not directed to children under 13, and we do not knowingly collect personal information from children under 13.
If we learn that we have collected personal information from a child under 13 without appropriate consent, we will take reasonable steps to delete that information.
12. Your Choices
You may choose not to provide personal information through the Site. However, doing so may limit our ability to respond to your inquiry or schedule an appointment.
If you would like to request that we update or delete information you previously submitted through the Site, you may contact us using the contact information below. We will review the request and respond as appropriate, subject to any legal or recordkeeping obligations.
13. Do Not Track
Some web browsers may send “Do Not Track” signals to websites. Because there is no universally accepted standard for responding to these signals, the Site may not respond to them.
14. U.S. Use Only
The Site is intended for users located in the United States. If you access the Site from outside the United States, you understand that your information may be transferred to and processed in the United States.
15. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be effective when posted on this page with an updated “Last Updated” date.
Your continued use of the Site after changes are posted means you accept the revised Privacy Policy.
16. Contact Us
If you have questions about this Privacy Policy, you may contact us at:
Bridge Pointe Advisory
Email: info@bridgepointeadvisory.com
Website: bridgepointeadvisory.com