Privacy Policy.

Privacy Policy for Online Data Collection

This Privacy Policy outlines how Bush & Company collects, uses, shares, and protects the information obtained from users of our website.

Information We Collect and Its Purpose

You acknowledge that Bush & Company collects and uses personal information to deliver the services outlined on this site. This information is used to address your financial needs and comply with legal and regulatory obligations. The specific information collected may vary depending on the products or services you request, but generally includes your name, address, social security number, net worth, annual income, banking information, email address, and phone number. The information collected is used solely for the purposes stated in this policy. We do not use the information for any other purpose.

Texting & SMS Messaging

Bush & Company may communicate with existing or prospective clients via mobile SMS messaging. By providing Bush & Company with your cell phone number either verbally or in writing, you are consenting to communication via SMS messaging unless or until you opt out. Existing or prospective clients can opt out of receiving SMS messages from the Bush & Company at any time by replying with STOP, QUIT, CANCEL, OPTOUT, or UNSUBSCRIBE to any message from Bush & Company. Any information collected through SMS is governed by this Privacy and Confidentiality Policy. SMS messaging is used solely for communicating regarding scheduling of meetings, ongoing transactions, or services provided to the customer. No unsolicited promotional or marketing messages will be sent. While Bush & Company does not charge for SMS messages, customers are responsible for any charges imposed by their mobile provider.

Who We Share Your Information With

For prospective, current and former clients, Bush & Company restricts access to your personal financial information to the following situations:

  1. Individuals.  Your information is provided to those employees, representatives, assistants and those who process information or the transactions of Owner in connection with the products or services being provided to you.

  2. As required or permitted by law.  Owner may be required by law or regulation to disclose your personal and/or financial information to a third party, for example, in response to a subpoena, to comply with industry rules and regulations, or in response to requests for information from a consumer-reporting agency.

  3. Phone numbers (personal information) collected for SMS consent will not be shared with third parties or affiliates for marketing purposes.

Intended Use of the Data: The information collected is used solely for the purposes stated in this policy. We do not use the information for any other purpose.

Measures Taken by the Company to Secure the Information: We take reasonable measures to protect your information from unauthorized access, alteration, disclosure, or destruction. These measures include encryption, access controls, and regular security reviews.

SquareSpace Web Host

Cookies are small pieces of data that websites store on a device. Cookies can improve your visitors’ browsing experience because they help websites remember preferences and understand how people use different features. Squarespace places two kinds of cookies on visitors’ browsers:

  • Necessary cookies so visitors can navigate and use key features on your site. 

  • Non-essential, or analytics and performance cookies, that collect information on your behalf about how visitors interact with your site.

SquareSpace’s entire cookie policy and data collection methods can be viewed here: https://support.squarespace.com/hc/en-us/articles/360001264507-The-cookies-Squarespace-uses

Changes to This Privacy Policy: We reserve the right to update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. You are advised to review this Privacy Policy periodically for any changes.

Contact Us: If you have any questions about this Privacy Policy, please contact us at cait@bushandcompany.com.

This Privacy Policy was last updated on August 26th, 2024