LEGAL
Privacy Notice
Effective Date: September 1, 2026. Aureus Advisory Group LLC respects the privacy of website visitors and business contacts. This notice explains, at a high level, the information the website may collect, why it may be used, and the choices available to visitors.
Information you provide
- Contact details submitted through scheduling, download, or inquiry forms
- Information included in messages or requests
- Business information voluntarily shared during an inquiry
Information collected automatically
When you visit this website, we and our service providers may automatically collect limited technical and usage information, including your IP address, browser and device type, pages viewed, referring website, and general location inferred from your IP address. We use Google Tag Manager and Google Analytics to understand how visitors use the site and to improve its content and performance, and we use cookies and similar technologies to support this analytics and basic site functionality. This information is collected in aggregate or pseudonymous form and is not used to individually identify visitors for marketing or profiling purposes.
How information may be used
- Respond to inquiries
- Provide requested resources
- Schedule and prepare for conversations
- Operate, secure, and improve the website
- Meet legal or regulatory obligations
Sharing
We share information with service providers who help us operate this website and our business, including HubSpot (form submissions, scheduling, and email communications), Square (payment processing for invoices and research support), Google (site analytics via Google Tag Manager and Google Analytics), and our website hosting and infrastructure providers. These providers process information on our behalf and are not authorized to use it for their own independent purposes. We may also disclose information where required by law, regulation, legal process, or governmental request, or to protect the rights, property, or safety of Aureus, our clients, or others. We do not sell personal information.
Retention and security
We retain information for as long as reasonably necessary to respond to your inquiry, provide the services you requested, maintain business records, and meet legal, accounting, or tax obligations, after which it is deleted or de-identified. We use reasonable administrative and technical safeguards designed to protect information from unauthorized access, use, or disclosure, consistent with the sensitivity of the information involved. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Your choices
- Request access, correction, or deletion where applicable
- Unsubscribe from nonessential communications
- Manage cookie choices where the website provides those controls
On your first visit, a cookie banner lets you accept or decline non-essential analytics cookies. You can change your choice at any time using the "Cookie Preferences" link in the footer of any page. Declining does not affect your ability to use this website, submit forms, or request resources.
Contact
Aureus Advisory Group LLC
marketing@aureusadvgroup.com