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Privacy Policy

Roose Advisory Group, LLC (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us through our website, rooseadvisorygroup.com (the “Site”).

 

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our Site or engage with our commercial advisory services. Please read this policy carefully.

 

1. Information We Collect

We collect information that identifies, relates to, or describes you (“Personal Information”) when you voluntarily provide it to us or when you navigate our Site.

  • Information You Provide Voluntarily: When you fill out a contact form, request an Operational Assessment, schedule a discovery call, or communicate with us, we may collect:

    • Full name

    • Business email address

    • Phone number

    • Company/Organization name and role

    • Any information or project details you submit in contact forms or inquiry fields

  • Automatically Collected Data: When you access the Site, our hosting platform (Wix) and analytics tools (e.g., Google Analytics) may automatically collect standard log data, including:

    • IP address

    • Browser type and operating system

    • Pages viewed, time spent on pages, and referring URL

    • Device parameters and location data (city/state level)

2. How We Use Your Information

We use the information we collect solely for legitimate commercial and business operations, including:

  • Responding to your inquiries and scheduling discovery sessions.

  • Delivering commercial management consulting, fractional leadership, and business coaching services.

  • Processing invoices and client payments via third-party merchant processors (e.g., Stripe).

  • Improving website functionality, performance, and visitor experience.

  • Sending administrative updates, service communications, or project deliverables.

We do not sell, rent, trade, or lease your Personal Information or client communications to third parties or marketing brokers under any circumstances.

3. Cookies and Tracking Technologies

Our Site uses essential cookies and similar tracking technologies provided by Wix and analytics partners to ensure proper site navigation, secure contact forms, and analyze user traffic. You can set your web browser to refuse or disable cookies, but doing so may impact certain website features or form submissions.

4. Third-Party Service Providers

We share data only with trusted third-party service providers necessary to operate our infrastructure and deliver services. These providers are bound by strict confidentiality requirements and include:

  • Website Hosting: Wix.com

  • Email & Workspace: Google Workspace

  • Payment Processing: Stripe / Merchant Banking Partners

  • Communications & Telephony: Quo Telephony Services

We may also disclose your information if required to do so by applicable Texas or federal law, court order, or subpoena.

5. Data Security & Storage

We implement reasonable administrative, technical, and organizational measures to safeguard your Personal Information against unauthorized access, loss, or alteration. However, no transmission over the internet or electronic storage system is 100% secure, and we cannot guarantee absolute data security.

6. Non-Clinical Firewall Notice

Roose Advisory Group, LLC operates strictly as a commercial management consultancy. Information submitted through this Site or collected during consulting engagements is commercial business data and is not protected under healthcare privacy laws (e.g., HIPAA) or counselor-client privilege. Do not submit protected health information (PHI) or personal clinical details through our website forms.

7. Your Rights & Choices

Depending on your jurisdiction, you have the right to:

  • Request access to the Personal Information we hold about you.

  • Request that we correct or delete your Personal Information.

  • Opt-out of non-essential communications at any time.

To exercise any of these rights, contact us using the details below.

8. Updates to This Policy

We reserve the right to update this Privacy Policy at any time to reflect operational or legal changes. The updated version will be posted on this page with a revised "Effective Date".

9. Contact Us

If you have questions regarding this Privacy Policy, please contact us at:

Roose Advisory Group, LLC

Attention: Privacy & Compliance

Address: 5900 Balcones Drive STE 100, Austin, TX 78731

Email: amanda@rooseadvisorygroup.com

Phone: (936) 284-5053

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