Privacy Policy

Effective Date: July 10, 2026

DMW Advisory LLC (“we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you visit dmwadvisory.com (the “Site”) or engage our services. This policy complies with the California Consumer Privacy Act (CCPA) as amended by the California Privacy Rights Act (CPRA).

Information We Collect

Information You Provide Directly

Contact Forms: When you submit a contact form or request a consultation, we collect your name, email address, phone number, company name, and any details you choose to share about your business.
Financial Health Scorecards: When you complete a scorecard and request your results, we collect your name, email address, company name, and your scorecard responses (including scores and identified priority areas).
AI Chat Widget: If you use the AI chat widget on our Site, we collect the content of your messages and any information you share during the conversation. Chat transcripts may be stored and reviewed to improve our services and may be forwarded to our customer relationship management system.
Email Communications: When you email us directly, we retain the content of your communications and any attachments.

Information Collected Automatically

Analytics: We use a self-hosted analytics platform (Umami) to collect aggregate data about Site usage, including pages visited, time on site, referral source, browser type, device type, and approximate geographic region (country level). Umami is privacy-focused and does not use cookies to track individuals across sites.
Cookies: Our Site uses minimal cookies. Essential cookies are required for the Site to function properly. We do not use third-party advertising cookies or cross-site tracking cookies.
Server Logs: Our hosting provider automatically records standard server log data, including IP address, access timestamps, and user agent strings.

How We Use Your Information

To respond to your inquiries and schedule consultations.
To deliver scorecard results, follow-up emails, and related resources.
To provide and improve our fractional CFO, financial planning, and advisory services.
To operate, maintain, and improve our Site and the FinTel platform.
To send insights, newsletters, and updates (only with your consent; you may opt out at any time).
To create aggregated, anonymized analytics about Site usage.
To comply with legal obligations and protect our rights.

How We Share Your Information

We do not sell, rent, or trade your personal information. We may share information with:

Service Providers: Third parties that support our operations, including scheduling tools (Motion), email delivery (MailerSend), customer relationship management (HubSpot), and analytics (Umami). These providers are bound by confidentiality and data protection obligations.
Legal Compliance: As required by applicable law, court order, or government regulation.
Business Transfer: In the event of a merger, acquisition, or asset sale, information may be transferred subject to the protections of this policy.

Data Retention

We retain personal information only as long as necessary to fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. Scorecard responses and chat transcripts are retained for up to 24 months unless you request earlier deletion.

Your California Privacy Rights (CCPA/CPRA)

If you are a California resident, you have the following rights:

Right to Know: You may request disclosure of the categories and specific pieces of personal information we have collected about you.
Right to Delete: You may request deletion of your personal information, subject to certain exceptions.
Right to Correct: You may request correction of inaccurate personal information.
Right to Opt-Out: We do not sell personal information and do not engage in targeted advertising. No opt-out is necessary.
Right to Limit: You may request that we limit the use of sensitive personal information.
Right to Non-Discrimination: We will not discriminate against you for exercising your privacy rights.

To exercise any of these rights, contact us at info@dmwadvisory.com. We will verify your identity before responding to your request and will respond within 45 days.

Data Security

We implement industry-standard technical, administrative, and physical security measures to protect your personal information. These include encrypted data transmission (TLS/SSL), access controls, and regular security reviews. However, no method of transmission or storage is completely secure.

Third-Party Links and Services

Our Site may contain links to third-party websites and services we do not control. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

Children’s Privacy

Our Site and services are intended for business professionals and are not directed to children under 16. We do not knowingly collect personal information from children under 16. If you believe we have collected information from a child under 16, please contact us.

Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be posted on this page with an updated effective date. Continued use of the Site after changes constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, contact us at:

DMW Advisory LLC
4695 MacArthur Court, 11th Floor
Newport Beach, CA 92660
Email: info@dmwadvisory.com
Phone: 949-244-5667