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Privacy Policy

Last Updated: November 20, 2025

At Castle Peak Advisors, we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage with our consulting services.

By using our website or submitting information to us, you consent to the practices described in this policy.


1. Information We Collect

We collect information only when it is necessary for delivering our consulting services or improving your experience.

A. Information You Provide to Us

You may voluntarily provide us with personal information when you:

  • Request a consultation
  • Fill out a contact form
  • Download resources
  • Subscribe to updates
  • Engage with us as a client

This may include:

  • Name
  • Email address
  • Phone number
  • Company or organization
  • Project details or service inquiries
  • Any information you choose to provide in correspondence

B. Information Collected Automatically

When you visit our website, we may automatically collect:

  • IP address
  • Browser type and version
  • Device type
  • Pages viewed
  • Time spent on pages
  • Referring website
  • Cookies or similar tools

We use this information for analytics and site optimization only.


2. How We Use Your Information

We use collected information to:

  • Provide and deliver consulting services
  • Respond to inquiries and schedule consultations
  • Improve our website and service offerings
  • Send relevant updates or resources (only if you opt in)
  • Maintain internal records and communication history
  • Ensure website security and performance

We do not use your information for purposes unrelated to our consulting services.


3. How We Share Your Information

We respect your confidentiality.

We do not sell, rent, or trade your information to any third parties.

We may share information only in the following situations:

A. Service Providers

We may use trusted third-party vendors to support our operations, such as:

  • Email marketing platforms
  • Website analytics tools
  • Scheduling services

These vendors are required to maintain confidentiality and may only use your information as instructed by us.

B. Legal Obligations

We may disclose information when required to:

  • Comply with laws or legal processes
  • Respond to governmental requests
  • Protect our legal rights

C. Business Transitions

If our consulting company is involved in a merger, acquisition, or restructuring, your information may be transferred as part of that process.


4. Data Security

We take reasonable administrative and technical precautions to safeguard your information. While no internet-based system can guarantee 100% security, we work to protect your information from unauthorized access, loss, misuse, or disclosure.


5. Your Rights and Choices

Depending on your location, you may have the right to:

  • Request access to any personal data we hold
  • Ask us to update or correct inaccurate information
  • Request deletion of your information (subject to legal obligations)
  • Opt out of email communications at any time

To exercise any rights, you can contact us at: [Your Email Address]


6. Cookies and Tracking Technologies

Our website may use cookies or similar tools to:

  • Improve user experience
  • Analyze site traffic
  • Monitor performance

You can disable cookies through your browser, though some website features may not function correctly.


7. Third-Party Links

Our website may contain links to external websites. We are not responsible for their content or privacy policies, and we encourage you to review their terms before providing any personal information.


8. Consulting Client Confidentiality

Client confidentiality is fundamental to our consulting work. Any information shared with us during a client engagement—including documents, business plans, strategies, or internal data—is treated as strictly confidential and is never shared outside the engagement without explicit permission.

This confidentiality applies even after the engagement ends.


9. Updates to This Policy

We may update this Privacy Policy as our services evolve. When changes occur, the “Last Updated” date at the top will reflect the revision.

Your continued use of the website indicates acceptance of the updated policy.


10. Contact Us

If you have any questions about this policy or how we handle your information, please contact us:

Castle Peak Advisors
4 East Ave Unit 3303, Austin, TX 78701-1190
steve@castlepeakadvisors.com
castlepeakadvisors.com

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