Privacy Policy

Connotia (“we,” “our,” “us”) is committed to protecting your privacy and ensuring that your personal information is handled responsibly. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit connotia.com, engage with our services, or interact with our team.

1. Information we collect

1.1 Information you provide directly

We may collect personal information that you voluntarily provide, including:

• Name, email address, phone number, and company affiliation
• Information submitted through contact forms, inquiries, scheduling requests, or consultations
• Files, documents, or data you choose to share with us
• Billing or payment information (if applicable)

1.2 Information collected automatically

When you visit our website, we may automatically collect:

• IP address and general geolocation
• Browser type, device information, and operating system
• Pages viewed, time spent, and referring URLs
• Cookies and similar tracking technologies

1.3 Information from third parties

We may receive information from:

• Analytics providers
• Advertising platforms
• Public databases
• Partners or vendors assisting in service delivery

2. How we use your information

We use collected information to:

• Provide, operate, and improve our services
• Respond to inquiries and deliver requested information
• Conduct strategic and financial analysis as part of our engagements
• Personalize website content and user experience
• Maintain security and prevent fraudulent activity
• Comply with legal obligations

We do not sell your personal information.

3. Cookies and tracking technologies

We use cookies and similar technologies to:

• Improve site functionality
• Analyze traffic and usage patterns
• Support marketing and advertising efforts

You may adjust your browser settings to refuse cookies, though some features may not function properly.

4. How we share information

We may share your information with:

• Service providers assisting with hosting, analytics, scheduling (such as Calendly), communications, or security
• Professional advisors (legal, accounting, compliance)
• Regulatory authorities, when required by law
• Business partners, only when necessary to deliver contracted services

We do not share personal information with third parties for their independent marketing purposes.

5. Advisory services

Investment management and financial planning are offered through Gwynedd Wealth Partners, LLC. If you become a client of those services, Gwynedd Wealth Partners’ privacy notice also applies to the information you provide.

6. Data security

We implement administrative, technical, and physical safeguards to protect your information. While we strive to secure your data, no method of transmission or storage is completely risk-free.

7. Data retention

We retain personal information only as long as necessary to:

• Fulfill the purposes described in this policy
• Comply with legal, regulatory, or contractual obligations
• Support ongoing client relationships

8. Your rights and choices

Depending on your location, you may have rights to:

• Access, correct, or delete your personal information
• Restrict or object to certain processing
• Request a copy of your data
• Opt out of marketing communications

To exercise these rights, contact us at privacy@connotia.net.

9. Third-party links

Our website may contain links to external sites. We are not responsible for the privacy practices or content of those third parties.

10. Children’s privacy

Connotia does not knowingly collect information from children under 16. If you believe such information has been collected, please contact us so we can remove it.

11. International data transfers

If you access our site from outside the United States, your information may be transferred to and processed in the U.S., where data protection laws may differ from those in your jurisdiction.

12. Changes to this policy

We may update this Privacy Policy periodically. The “Last updated” date reflects the most recent revision. Continued use of our website indicates acceptance of any changes.

13. Contact us

For questions about this Privacy Policy or our data practices, contact:

Connotia, LLC
PO Box 127, Eagleville, PA 19408
Email: privacy@connotia.net
Website: https://connotia.com