Privacy Policy

Introduction

Granitefield Financial ("we," "our," or "us") is committed to protecting the privacy and security of the personal information we collect from visitors to our website (www.granitefieldfinancial.com) and our clients. This Privacy Policy describes how we collect, use, disclose, and protect your information.

Information We Collect

We may collect the following types of information:

Contact Information: Name, email address, phone number, and mailing address provided through our contact forms, consultation requests, or professional introduction forms.

Professional Information: Firm name, professional role, and other business-related information provided by attorneys, trustees, investment advisors, and other professionals.

Website Usage Information: We may collect information about how you use our website, including pages visited, time spent on pages, and referring websites. This information is collected through cookies and similar technologies.

Client Financial Information: For engaged clients, we collect and process financial information as necessary to provide our administrative financial oversight services. This information is governed by our client engagement agreement and is subject to enhanced security protocols.

How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and consultation requests
• Provide our administrative financial oversight services to engaged clients
• Communicate with professional partners regarding client matters
• Improve our website and services
• Comply with legal and regulatory requirements
• Send periodic communications about our services (with your consent)

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following circumstances:

• With professional team members (attorneys, CPAs, investment advisors) designated by the client as part of our administrative oversight services
• With service providers who assist in operating our website and business
• When required by law, regulation, or legal process
• To protect the rights, property, or safety of Granitefield Financial or others

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encrypted client portals, multi-factor authentication, secure password management, and structured document retention protocols. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience and collect usage information. You can control cookie settings through your browser preferences. Disabling cookies may affect certain features of our website.

Your Rights

You have the right to access, correct, or delete your personal information. You may also opt out of receiving marketing communications from us at any time. To exercise these rights, please contact us using the information provided below.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this policy periodically.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us at: