Privacy Policy

Information We Collect

Crestpoint may collect information that visitors voluntarily provide through contact forms, consultation requests, newsletter subscriptions, event registrations, and resource downloads. This may include name, email address, phone number, company or law firm, job title, and information submitted in inquiry fields.

Website Usage Information

Depending on the tools enabled on the website, Crestpoint may collect limited technical information such as browser type, device type, pages viewed, referral source, approximate location, and interaction with website features. This information may be used to understand website performance and improve the visitor experience.

How Information Is Used

Information collected may be used to:

• Respond to inquiries
• Schedule consultations
• Provide requested resources
• Send newsletters where consent has been provided
• Improve the website
• Understand site usage
• Support security and fraud prevention
• Meet legal obligations

Sharing Information

Crestpoint does not sell personal information. Information may be shared with service providers that support website hosting, email, analytics, newsletter distribution, scheduling, forms, and security.

Data Retention

Personal information is retained only as long as reasonably necessary for the purposes for which it was collected, subject to legal and operational requirements.

Cookies

This website uses essential cookies required for basic site functionality. Additional analytics or functional cookies may be used to understand site performance. For more information, see our Cookie Policy.

Contact

For privacy-related inquiries, please contact us at privacy@crestpoint-advisors.com.

Last updated: August 2026