Privacy Policy

1. Information We Collect

Information You Provide Directly

We collect information you voluntarily provide when you:

• Complete our contact or consultation request form
• Send us an email or other direct communication
• Subscribe to receive SMS/text messages or email communications
• Engage us for advisory or consulting services

This may include your name, business name, email address, mobile phone number (if you opt in to SMS), job title, and any information you share about your business needs.

Information Collected Automatically

When you visit our website, we may automatically collect certain technical information, including your IP address, browser type, operating system, pages viewed, referring URLs, and time spent on pages. This information is collected through standard server logs and cookies.

2. How We Use Your Information

We use the information we collect to:

• Respond to your consultation requests and inquiries
• Deliver professional advisory and consulting services
• Send marketing and promotional communications (with your consent)
• Send SMS/text messages (only to users who have expressly opted in)
• Improve and maintain our website and services
• Comply with applicable laws and regulations
• Protect against fraud and unauthorized access
• Analyze usage patterns to improve the user experience

We will only use your personal information for the purposes described in this Privacy Policy or for purposes you have specifically consented to.

3. SMS & Text Message Communications

Opt-In & Consent

By providing your mobile phone number and checking the SMS consent checkbox on our contact form, you expressly consent to receive recurring marketing and promotional SMS/MMS messages from Lemos Advisory Group LLC using an automated telephone dialing system (ATDS). These messages may include offers, updates, appointment reminders, and information about our professional advisory services.

Message Frequency & Rates

Message frequency varies; you may receive up to 4 messages per month. Message and data rates may apply depending on your mobile carrier and plan. Lemos Advisory Group LLC is not responsible for any charges imposed by your carrier.

How to Opt Out

Reply STOP to opt out at any time. After sending STOP, you will receive a one-time confirmation message and will no longer receive SMS messages from us. To re-enroll, you must complete the opt-in process again.

Help & Support

Reply HELP for assistance regarding our SMS program. You may also contact us directly at luis@lemosadvisory-group.com.

Sharing of SMS Opt-In Data

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following limited circumstances:

• Service Providers: We may share information with trusted third-party vendors who assist us in operating our website, managing communications, or delivering services (e.g., email platforms, CRM tools). These parties are contractually obligated to protect your information and may not use it for their own marketing purposes.
• Legal Requirements: We may disclose your information when required by law, legal process, or governmental authority, or when necessary to protect the rights and safety of Lemos Advisory Group LLC, our clients, or the public.
• Business Transfers: In the event of a merger, acquisition, or sale of all or a portion of our assets, your information may be transferred to the acquiring entity.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Data Security

We implement commercially reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

We retain your personal information only as long as necessary to fulfill the purposes described in this Privacy Policy, comply with legal obligations, and resolve disputes.

6. Cookies & Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your experience and analyze website traffic. Cookies are small data files placed on your device. You can control cookie settings through your browser preferences; however, disabling cookies may affect certain website functionality.

We may also use analytics tools (such as Google Analytics) to understand aggregate patterns of website usage. These tools collect information anonymously and do not personally identify you.

7. Your Rights & Choices

Depending on your location, you may have certain rights regarding your personal information, including:

• Access: Request a copy of the personal information we hold about you.
• Correction: Request correction of inaccurate or incomplete information.
• Deletion: Request deletion of your personal information, subject to certain legal exceptions.
• Opt-Out of Communications: Unsubscribe from email communications at any time by clicking "unsubscribe" in any email, or opt out of SMS by replying STOP.
• Data Portability: Request a machine-readable copy of your personal data where technically feasible.

To exercise any of these rights, please contact us at luis@lemosadvisory-group.com. We will respond to your request within a reasonable timeframe.

8. Children's Privacy

Our website and services are intended for adults and business professionals. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have inadvertently collected information from a minor, we will take prompt steps to delete such information.

9. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or applicable law. We will post any changes on this page and update the "Last Updated" date. We encourage you to review this policy periodically. Your continued use of our website following any changes constitutes your acceptance of the updated policy.

10. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: