Privacy policy

Privacy

Policy

1. Overview

Elevé Advisory Group (“Elevé,” “we,” “our,” or “us”) is committed to protecting the privacy and security of our website visitors, clients, and partners. This Website Privacy Policy (“Policy”) explains what information we collect through our website (the “Site”), how we use it, and the choices you have regarding your information.


This Policy applies to information collected through the Site and related online interactions. It does not govern information collected offline or through client engagements except to the extent expressly stated in a written services agreement.

2. Important Notice: Do Not Submit PHI

Please do not submit Protected Health Information (“PHI”) (as defined under HIPAA) through any form, inquiry, chat, or communication channel on this Site.

With respect to Site inquiries, Elevé is not acting as a HIPAA covered entity or business associate, and information submitted through Site forms is not intended to be treated as PHI. If you need to discuss sensitive clinical or patient-specific information, contact us to arrange an appropriate, secure channel.

3. Information We Collect

We may collect the following categories of information:



A. Information you provide directly

• Contact information (name, email, phone number)

• Business information (company/practice name, role, professional credentials)

• Inquiry details you choose to share (e.g., operational goals, general practice questions)



B. Transaction information (if applicable)

• Billing and payment details processed by third-party payment processors

• We do not store full credit card numbers



C. Automatically collected information

• Device and usage data (IP address, browser type, pages visited, time spent, referring URLs)

• Approximate location data derived from IP address

• Cookie identifiers and similar tracking data



C. Information from third-party platforms (if enabled)

If you interact with us through third-party social platforms (e.g., Google, Facebook), we may receive limited information such as your name and email address, subject to your privacy settings on those platforms.

4. Cookies and Tracking Technologies

We use cookies and similar technologies (e.g., pixels, tags, scripts) to operate the Site, remember preferences, measure performance, and understand how visitors use the Site.

Cookies may be “session” (expire when you close your browser) or “persistent” (remain until deleted or expired). Categories may include:


• Essential cookies (Site functionality and security)
• Preferences cookies (remembering choices)

• Analytics cookies (Site performance and usage insights)

• Marketing cookies (where applicable, to measure campaign effectiveness)



You can manage cookie preferences through your browser settings and, where implemented, our cookie consent tools. Disabling cookies may affect Site functionality.

5. How We Use Information

We use information for the following purposes:


• To provide, deliver, and improve our services and resources

• To respond to inquiries and communicate with you

• To process transactions and send service-related updates (if applicable)

• To operate, maintain, and secure the Site

• To analyze Site usage and improve user experience

• To comply with legal obligations and enforce our agreements

6. How We Share Information

We do not sell or rent your personal information.


We may share information in the following circumstances:

• Service providers: vendors who support Site operations (e.g., hosting, analytics, email, payment processing). We require appropriate confidentiality and security commitments.

• Legal requirements: when required by law, court order, or to protect our rights, property, safety, or those of others.

• Business transfers: in connection with a merger, acquisition, or sale of assets (with notice where required).

• With your consent: when you direct us to share information for a specific purpose.



We may share de-identified or aggregated information that cannot reasonably be used to identify you.

7. Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect information against unauthorized access, alteration, disclosure, or destruction. No website or electronic storage system is 100% secure, and we cannot guarantee absolute security.We may share de-identified or aggregated information that cannot reasonably be used to identify you.

8. Data Retention

We retain personal information only as long as necessary for the purposes described in this Policy, unless a longer retention period is required or permitted by law (e.g., to resolve disputes or enforce agreements).

9. Your Choices

You may:
• Opt out of marketing emails by using the unsubscribe link in our messages or contacting us

• Request access, correction, or deletion of certain personal information (subject to legal limitations)
• Disable cookies via your browser settings (Site features may be impacted)


10. California Privacy Rights (CCPA/CPRA)

If you are a California resident, you may have rights under the California Consumer Privacy Act, as amended by the California Privacy Rights Act (“CCPA/CPRA”), subject to verification and certain exceptions

These rights may include:
• Right to know: categories and specific pieces of personal information collected, used, and disclosed

• Right to delete: personal information (with exceptions)

• Right to correct: inaccurate personal information (where applicable)

• Right to opt out of “sale” or “sharing” of personal information (as defined by law)

• Right to limit use/disclosure of sensitive personal information (where applicable)

• Right to non-discrimination for exercising your privacy rights

 We do not sell personal information.

We also do not share personal information for cross-context behavioral advertising unless explicitly stated in our cookie disclosures and consent tools.



To submit a request, contact us at info@eleveadvisorygroup.com. We will respond within the timeframes required by law. Authorized agents may submit requests on your behalf with appropriate verification.

11. Do Not Track

Our Site does not currently respond to “Do Not Track” signals. You can control tracking through browser settings and cookie tools where available.

12. Children’s Privacy

Our Site and services are not directed to individuals under 18, and we do not knowingly collect personal information from children. If you believe a minor has provided personal information through the Site, contact us and we will take appropriate steps.

13. Links to Other Websites

Our Site may contain links to third-party websites. We do not control and are not responsible for the privacy practices of those third parties. We encourage you to review the privacy policy of any site you visit.

14. Changes to This Policy

We may update this Policy from time to time. When we do, we will post the updated Policy on this page and revise the “Last Updated” date above. Continued use of the Site after changes are posted constitutes acceptance of the updated Policy.

15. Contact Us

If you have questions about this Policy or wish to submit a privacy request, contact:


Email: info@eleveadvisorygroup.com

Website: www.eleveadvisorygroup.com

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