Privacy Policy
Scope
Privacy Policy: We collect, use, and protect personal information when you visit our site, contact us, or use our services. This does not cover data handled under separate contracts or by third parties with their own policies.
Information We Collect
We collect information in the following categories:- Identifiers & Contact Information: name, email address, phone number, business name, job title, mailing address.- Commercial & Service Information: inquiries, service interests, engagement history.- Internet/Technical Data: IP address, device and browser type, pages visited, time on page, referring/exit pages, cookies and similar technologies, general geolocation inferred from IP.- Communication Content: messages submitted through forms or email, meeting notes you provide.- Professional Information (B2B): company, role, and related data you share.- Sensitive Data: We do not seek to collect sensitive personal information via the Site. If you choose to submit sensitive data, we will process it only as necessary and as permitted by law.We collect information:- Directly from you (forms, email, phone).- Automatically via cookies, pixels, and analytics tools.- From third parties (e.g., service providers and integrated platforms).
How We Use Your Information
We use personal information to:- Operate, secure, and improve the Site and our services.- Respond to inquiries, provide customer support, and manage relationships.- Perform analytics to understand usage and enhance user experience.- Conduct marketing and communications (you can opt out at any time).- Maintain compliance with laws, exercise legal rights, and prevent fraud or abuse.- Honor your privacy choices under applicable laws (CPA, CCPA/CPRA, GDPR).Where required (e.g., under GDPR), our legal bases include: contract, consent, legitimate interests, legal obligation, and vital interests (rare).
Cookies & Tracking Technologies
We use cookies and similar technologies to:- Keep the Site functioning (strictly necessary cookies).- Remember preferences (functional cookies).- Measure performance and usage (analytics cookies, e.g., Google Analytics).- Support marketing and outreach (advertising or retargeting pixels, if used).Your choices:- Browser controls can block or delete cookies (may affect Site functionality).- Use our Cookie Preferences link to manage non-essential cookies.- Opt out of Google Analytics with tools like the Google Analytics Opt-out Browser Add-on.- Colorado Universal Opt-Out signals: We honor valid opt-out preference signals for targeted advertising and sale of personal data, as required by the Colorado Privacy Act.
Disclosures of Personal Information
We may disclose personal information to:- Service providers / processors (hosting, email, analytics, security, CRM, marketing, communications, document management).- Affiliates and subsidiaries for operational support (e.g., Francis Wealth Partners LLC).- Professional advisors (legal, compliance, accounting).- Authorities when required by law or to protect rights and safety.- Successors in the event of merger, acquisition, or corporate reorganization.We do not sell personal data for money. We may engage in targeted advertising and/or certain data disclosures that could be considered a 'sale' or 'share' under some state laws; you can opt out (see Section 9).
Data Retention
We retain personal information for as long as necessary to fulfill the purposes described in this Policy, comply with legal obligations, resolve disputes, and enforce agreements. Retention periods vary by data type and context.
Security
We use administrative, technical, and physical safeguards designed to protect personal information (e.g., encryption in transit, access controls, monitoring). No method of transmission or storage is completely secure; we cannot guarantee absolute security.
Children's Privacy
Our Site is not directed to children under 13, and we do not knowingly collect personal information from them. If you believe a child has provided personal information, please contact us to request deletion.
Your Privacy Rights
Depending on your location, you may have the following rights:
Colorado Privacy Act (CPA)
Colorado residents can:
- Access and confirm processing of personal data.
- Correct inaccuracies.
- Delete personal data.
- Data portability (obtain a copy in a portable format).
- Opt out of targeted advertising, sale of personal data, and certain profiling.
California (CCPA/CPRA)
California residents can:
- Know the categories and specific pieces of personal information collected, sources, purposes, and disclosures.
- Request deletion and correction.
- Request access and portability.
- Opt out of sale or sharing for cross-context behavioral advertising.
- Limit use/disclosure of sensitive personal information (where applicable).
- No discrimination for exercising rights.
EU/UK (GDPR) – if applicable
Visitors located in the EU/UK may:
- Access, rectify, erase, restrict, or object to processing.
- Portability of data.
- Withdraw consent where processing is based on consent.
- Lodge a complaint with a supervisory authority.
- International transfers rely on mechanisms such as Standard Contractual Clauses (SCCs).
How to exercise rights:
Submit a request to {email} or use our Privacy Request Form link. We may need to verify your identity before fulfilling requests.
Appeals (Colorado Residents)
If we deny your request, you may appeal by replying to our decision email or contacting {email} with 'Appeal' in the subject line. We will respond within the timeframe required by the Colorado Privacy Act and inform you of further options (including contacting the Colorado Attorney General).
Opt-Out of Targeted Advertising / Sale / Sharing
You can opt out by:
- Using our Do Not Sell or Share My Personal Information link.
- Adjusting cookie preferences via our Cookie Preferences.
- Enabling a Universal Opt-Out signal (e.g., Global Privacy Control) in your browser; we will honor recognized signals for Colorado and other applicable jurisdictions.
International Transfers
If you access the Site from outside the United States, your information may be processed in the U.S. and other countries. Where required, we use appropriate safeguards (e.g., SCCs) for international transfers.
Third-Party Links & Services
Our Site may link to third-party websites, products, or services. Their privacy practices are governed by their own policies. Please review those policies before providing personal information.
Changes to This Policy
We may update this Policy from time to time. Changes will be posted on this page with an updated 'Last updated' date. Material changes may be communicated through the Site or via email where appropriate.
Contact Us
Questions or requests regarding privacy can be sent to:
Francis Management Corp
110 16th Street, Suite 1400, Denver, CO 80202
Email: privacy@francismgmt.com
Phone: 303.785.6971