Privacy Policy

Praesidium Financial LLC (“Praesidium Financial,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you choose to share with us.

This Privacy Policy explains how information may be collected, used, shared, and protected when you visit our website, request resources, submit a form, communicate with us, or otherwise interact with Praesidium Financial online.

Information We May Collect

We may collect information you voluntarily provide to us, including:

• Name
• Email address
• Mailing address
• Information submitted through contact, scheduling, questionnaire, or intake forms
• Information you provide when requesting educational resources
• Communications you send to us
• Other information you choose to provide

Please do not submit sensitive financial information, account numbers, Social Security numbers, passwords, or other confidential financial credentials through general website forms unless you are specifically directed to use an approved secure system.

We may also automatically collect certain technical information when you use our website, such as:

• IP address
• Browser and device information
• Pages visited
• Referring website
• Date and time of visits
• General website usage information
• Cookie and similar technology data

How We May Use Information

We may use information collected through the website to:

• Respond to questions or requests
• Provide requested educational resources
• Communicate with you about Praesidium Financial
• Follow up on requests to speak with our team
• Provide information about services that may be relevant to your inquiry
• Operate, maintain, and improve our website
• Understand how visitors interact with our website and resources
• Maintain website security
• Meet applicable legal, regulatory, recordkeeping, and compliance obligations

Submitting information through our website does not, by itself, establish an investment advisory relationship.

Email Communications

If you request a resource, join our email list, or otherwise consent to receive communications from us, we may send educational content, firm updates, resources, and other communications.

You may unsubscribe from marketing emails at any time using the unsubscribe link provided in those communications.

We may still send communications that are necessary in connection with an existing relationship or otherwise permitted or required by law.

Cookies and Website Technologies

Our website and service providers may use cookies and similar technologies to operate the website, remember preferences, understand website activity, measure performance, and improve the visitor experience.

Third-party services embedded in or connected to the website may also collect information according to their own privacy policies.

Where required by applicable law, visitors may be provided with choices regarding certain cookies or tracking technologies.

Third-Party Service Providers

We may use third-party service providers to support our website and business operations, including website hosting, analytics, email communication, scheduling, forms, and other technology services.

These providers may process information on our behalf in connection with the services they provide.

Our website may also contain links to third-party websites. Praesidium Financial is not responsible for the privacy practices, security, or content of websites operated by third parties. We encourage you to review their privacy policies before providing personal information.

How Information May Be Shared

We do not sell your personal information.

We may share information when reasonably necessary with:

• Service providers supporting our business or website
• Professional advisers, compliance providers, or regulatory service providers
• Government agencies, regulators, courts, or law enforcement when required by applicable law or legal process
• Other parties when necessary to protect our rights, property, users, or the security of our services
• A successor or related entity in connection with a merger, acquisition, restructuring, or similar business transaction

Information may also be shared when you direct or authorize us to do so.

Data Security

We take reasonable administrative, technical, and organizational measures intended to protect information under our control.

No website, electronic communication, or method of electronic storage can be guaranteed to be completely secure. Please use care when deciding what information to transmit electronically.

Data Retention

We may retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy and to meet applicable legal, regulatory, compliance, and recordkeeping requirements.

Your Privacy Choices

Depending on where you live and applicable law, you may have certain rights concerning your personal information.

You may contact us to ask questions about information you have provided, request that certain information be corrected, or make another privacy-related request.

Some information may need to be retained to meet legal, regulatory, compliance, or recordkeeping obligations.

Children's Privacy

This website is intended for adults and is not directed toward children under the age of 13. We do not knowingly seek to collect personal information from children through this website.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The revised policy will be posted on this page with an updated effective or revision date.

Contact Us

Questions about this Privacy Policy may be directed to: