Privacy Policy

Effective Date: January 1, 2026

CareBridge Advisory Group, LLC ("CareBridge", "we", "us", or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website (carebridgeadvisory.com) and utilize our scheduling portals.

1. Information We Collect

Personal Information: We may collect personal information that you voluntarily provide to us when expressing an interest in obtaining information about our advisory services, subscribing to The CareBridge Journal, or scheduling an executive consultation. This information may include your name, title, organization name, email address, and phone number.

Usage Data: We automatically collect certain information when you visit our Site. This may include your IP address, browser type, operating system, access times, and the pages you have viewed directly before and after accessing the Site.

2. How We Use Your Information

CareBridge uses the collected information for the following business purposes:

  • To facilitate and manage executive consultation requests.
  • To send administrative information, such as updates to our terms, conditions, and policies.
  • To deliver targeted thought leadership, industry benchmarks, and marketing communications (with the option to opt-out at any time).
  • To analyze and improve the performance, security, and functionality of our Site.

3. Information Sharing and Disclosure

CareBridge operates under a strict mandate of confidentiality. We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following situations:

  • Service Providers: We may share data with trusted third-party vendors (such as Calendly for scheduling or Squarespace for hosting) who perform services for us and require access to such information to do that work.
  • Legal Compliance: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or a government agency).

4. Data Security

We use administrative, technical, and physical security measures to help protect your personal information. However, while we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse.

5. Cookies and Tracking Technologies

Our Site may use cookies, web beacons, tracking pixels, and other tracking technologies to customize the Site and improve your experience. You can adjust your browser settings to refuse cookies; however, this may affect the availability and functionality of our Site.

6. Your Data Rights

Depending on your location, you may have rights regarding your personal information, including the right to access, correct, or request the deletion of your personal data. To exercise these rights, please contact us using the information below.

Contact Information

If you have questions or comments about this Privacy Policy, please contact our administrative team at: advisory@carebridgeadvisory.com