PRIVACY POLICY

Last Updated: January 1, 2026

This Privacy Policy applies to SRG Consulting PLLC, including its affiliated websites and domains, including but not limited to srgwealth.com and srgwealthpreservation.com (collectively, the “Sites”).

SRG Consulting PLLC (“SRG,” “we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of visitors to our Sites, prospective clients, and clients. This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained through our Sites.

By accessing or using our Sites, you consent to the practices described in this Privacy Policy.

1. Information We Collect

We collect information in the following ways:

a. Information You Voluntarily Provide

You may provide personal or business information when you:

Complete contact forms or intake questionnaires

Request consultations or qualification reviews

Submit financial or business documentation

Communicate with us via phone, email, or web forms

This information may include, but is not limited to:

Name

Email address

Phone number

Business name and structure

Financial data (income statements, balance sheets, revenue ranges)

Any other information you voluntarily submit

You are not required to submit information to browse the Sites.

b. Automatically Collected Information

When you access our Sites, we may automatically collect:

IP address

Browser type and version

Device information

Pages visited and time spent

Referring URLs

This data is used for security, analytics, and site optimization only.

2. How We Use Information

We use collected information to:

Evaluate eligibility for financing or advisory services

Respond to inquiries and requests

Conduct qualification and compliance reviews

Improve our services and website functionality

Maintain internal records

Comply with legal and regulatory obligations

We do not sell personal information.
We do not use information for unsolicited mass marketing.

3. Financial & Sensitive Information

Any financial or business information submitted is treated as confidential and is used solely for:

Qualification assessment

Strategic analysis

Matching clients with appropriate solutions

We do not publicly disclose financial information under any circumstances.

4. Disclosure of Information

We may share information only when necessary, including:

With trusted service providers, lenders, or partners solely for evaluation or execution purposes

When required by law, subpoena, court order, or regulatory authority

To protect our legal rights, enforce agreements, or prevent fraud

All third parties are required to maintain confidentiality and data security standards consistent with this policy.

5. No Guarantee of Services

Submission of information does not guarantee:

Financing approval

Advisory engagement

Product availability

All services are subject to internal review, underwriting, compliance, and eligibility criteria.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect information from unauthorized access, disclosure, or misuse.

However, no system can be guaranteed 100% secure, and we cannot warrant absolute security of transmitted data.

7. Cookies & Tracking Technologies

Our Sites may use cookies or similar technologies to:

Enhance user experience

Analyze site traffic

Improve performance

You may disable cookies through your browser settings, though some site functionality may be limited.

8. Third-Party Links

Our Sites may contain links to third-party websites.
We are not responsible for the privacy practices or content of external sites.

We encourage users to review the privacy policies of any third-party websites they access.

9. Children’s Privacy

Our Sites are not intended for individuals under the age of 18.
We do not knowingly collect personal information from minors.

10. California Privacy Rights (CCPA Notice)

California residents may have the right to:

Request access to personal information collected

Request deletion of personal information (subject to legal exceptions)

Opt out of certain data uses

To submit a request, contact us using the information below.
We may require verification before processing requests.

11. Data Retention

We retain information only as long as necessary to:

Fulfill legitimate business purposes

Meet legal, regulatory, or compliance requirements

Information may be securely deleted or anonymized when no longer required.

12. Policy Changes

We reserve the right to update this Privacy Policy at any time.
Changes will be posted on this page with a revised “Last Updated” date.

Continued use of the Sites constitutes acceptance of any changes.

13. Contact Information

If you have questions regarding this Privacy Policy or data practices, contact:

SRG Consulting PLLC
📞 623-462-3500
🌐 srgwealth.com | srgwealthpreservation.com