Legal
Privacy Policy
Last updated: October 2026
Norwell Advisory LLC ("Norwell Advisory," "we," "us," or "our") operates the website at norwelladvisory.com. This Privacy Policy explains what personal information we collect, how we use it, and your rights — including rights under the California Consumer Privacy Act (CCPA).
Information we collect
When you submit a message through our contact form, we collect the information you provide: your name, email address, phone number (optional), company name, service area of interest, and the message you write. We do not collect any information automatically beyond standard web server logs (IP address, browser type, page visited) that are retained briefly for security purposes.
How we use your information
We use the information you submit solely to respond to your inquiry and to communicate with you about Norwell Advisory's services. We do not use your information for marketing to third parties, behavioral advertising, or any purpose unrelated to your direct inquiry.
How we share your information
We do not sell, rent, or trade your personal information. We share it only with the service providers necessary to operate our website and deliver your message — specifically Resend, Inc., which processes contact form submissions on our behalf. These providers are contractually bound to use your information only to provide services to us.
Data retention
We retain contact form submissions for as long as necessary to respond to your inquiry and for a reasonable period thereafter in case you follow up. If you would like your information deleted, contact us at the address below and we will remove it promptly.
California residents — your rights under CCPA
If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA): • Right to know what personal information we have collected about you and how it is used. • Right to delete personal information we hold about you, subject to certain exceptions. • Right to opt out of the sale of your personal information. We do not sell personal information. • Right to non-discrimination for exercising your privacy rights. To exercise any of these rights, contact us at contact@norwelladvisory.com or by mail at the address below. We will respond within 45 days.
Cookies and tracking
Our website does not use tracking cookies, advertising pixels, or third-party analytics scripts. We do not track visitors across sites.
Security
We use industry-standard measures to protect information transmitted through our contact form. All form submissions are sent over HTTPS. We do not store payment information — no financial transactions occur on this website.
Children's privacy
Our services are directed to businesses and adults. We do not knowingly collect personal information from anyone under 18.
Changes to this policy
We may update this policy from time to time. The date at the top of this page reflects the most recent revision. Continued use of the site after changes constitutes acceptance of the updated policy.
Contact us
For privacy-related requests or questions: Norwell Advisory LLC 2001 Clayton Road, Suite 200 Concord, CA 94520 contact@norwelladvisory.com