LEGAL

Privacy Policy

This Privacy Policy describes how Wholebrick Partners (“we,” “us,” or “the Firm”) collects, uses, and protects personal information in connection with this website and related client communications.

Information We Collect

We may collect contact details you voluntarily submit through inquiry forms, as well as technical information such as browser type, device identifiers, and pages visited. Essential cookies support site security and functionality; optional analytics cookies are used only with your consent.

How We Use Information

Information is used to respond to inquiries, administer client relationships, maintain site security, and comply with legal and regulatory obligations. We do not sell personal information.

Sharing & Retention

We may share information with service providers who support our operations under confidentiality obligations, or when required by law. Records are retained only as long as necessary for business, legal, or regulatory purposes.

Contact

Privacy-related requests may be directed to Client Relations or emailed to support@wholebrickpartners.org.

Last updated: August 4, 2026

LEGAL

Privacy Policy

Do you sell my personal information?
No. We do not sell personal information. Data is used to respond to inquiries, administer relationships, secure the site, and meet legal obligations.
What cookies does the site use?
Essential cookies support security and core functionality. Optional analytics cookies run only with your consent, which you can manage in cookie settings.
How long do you keep my data?
Records are retained only as long as needed for business, legal, or regulatory purposes, then securely disposed of or anonymized where appropriate.
How can I make a privacy request?
Contact Client Relations through the contact page or the firm email listed in this policy. We will respond in line with applicable privacy laws.