Privacy Policy

At Harrington & Co Wealth Management, we collect information that you provide directly to us, as well as information that is collected automatically when you use our services. This information helps us provide you with exceptional wealth management services and personalized experiences.

Information you provide to us:

• Contact information including name, email address, phone number, and mailing address
• Financial data, investment goals, risk tolerance, and relevant documentation
• Payment and billing information for our advisory services
• Communications you send to us, including emails and phone conversations
• Documents, records, and files that you share with us in connection with your financial planning

Information collected automatically:

• Device information, IP address, and browser type
• Usage data about how you interact with our website
• Location data based on your IP address
• Cookies and similar tracking technologies (see our Cookie Policy for details)

We use the information we collect for various purposes related to providing and improving our wealth management services, including:

• Service delivery: To provide, maintain, and improve our financial advisory services and deliver effective wealth management counsel
• Communication: To respond to your inquiries, send portfolio updates, and provide client support
• Financial planning: To manage financial plans, coordinate with tax and legal professionals, and ensure timely progress
• Marketing: To send you information about our services, firm updates, and financial insights (with your consent)
• Analytics: To understand how visitors use our website and improve user experience
• Legal compliance: To comply with legal obligations and protect our rights and interests
• Business operations: To process payments, maintain records, and manage our business

We may also use your information to create anonymized, aggregated data for research and business intelligence purposes.

Harrington & Co Wealth Management takes your privacy seriously. We do not sell your personal information. We may share your information in the following circumstances:

With your consent: We may share your information when you have given us explicit permission to do so, such as providing a testimonial about our services.

Service providers: We work with trusted third-party service providers who assist us in operating our business, including:

• Cloud hosting and storage providers
• Payment processors for secure transaction handling
• Marketing and analytics platforms
• Project management and communication tools

Business partners: We may share information with custodians, tax professionals, estate attorneys, and other professionals involved in your financial planning.

Legal requirements: We may disclose information if required by law, court order, or governmental regulation, or if we believe disclosure is necessary to protect our rights or the safety of others.

Business transfers: If Harrington & Co is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

You have certain rights regarding your personal information. Depending on your location, these rights may include:

• Access: The right to request access to the personal information we hold about you
• Correction: The right to request correction of inaccurate or incomplete personal information
• Deletion: The right to request deletion of your personal information, subject to certain exceptions
• Portability: The right to receive your personal information in a structured, commonly used format
• Objection: The right to object to certain processing of your personal information
• Restriction: The right to request restriction of processing under certain circumstances
• Withdrawal of consent: The right to withdraw consent where processing is based on consent

To exercise any of these rights, please contact us at info@sterlingridge.com. We will respond to your request within 30 days.

Marketing communications: You may opt out of receiving marketing emails by clicking the unsubscribe link in any marketing email or by contacting us directly.

We implement appropriate technical and organizational security measures to protect your personal and financial information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encryption of data in transit and at rest using industry-standard protocols
• Regular security assessments and vulnerability testing
• Access controls and authentication mechanisms
• Employee training on data protection and privacy practices
• Secure backup and disaster recovery procedures
• Regular monitoring for suspicious activities

While we strive to protect your personal information, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security, but we are committed to maintaining the highest standards of data protection.

If we become aware of a data breach that affects your personal information, we will notify you and relevant authorities in accordance with applicable laws.

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

Client information: We typically retain client-related financial data and planning documents for 7 years after the advisory relationship concludes, for business records and regulatory compliance.

Marketing data: We retain marketing contact information until you opt out or request deletion, or until we determine it is no longer active (typically after 3 years of inactivity).

Financial records: Payment and billing information is retained for 7 years to comply with tax and accounting regulations.

Website analytics: Website usage data is typically retained for 26 months and then automatically deleted or anonymized.

When we no longer need your personal information, we will securely delete or anonymize it in accordance with our data retention and disposal policies.

Harrington & Co operates from offices in the United States, and we work with service providers and partners who may be located in other jurisdictions. As a result, your personal information may be transferred to, stored, and processed in countries other than your country of residence.

When we transfer personal information internationally, we ensure appropriate safeguards are in place to protect your data, including:

• Standard contractual clauses approved by the European Commission
• Adequacy decisions recognizing equivalent data protection standards
• Binding corporate rules for transfers within our organization
• Other legally recognized transfer mechanisms

We are committed to ensuring that your personal information receives the same level of protection regardless of where it is processed.

If you have questions about international data transfers or would like more information about the safeguards we use, please contact us at info@sterlingridge.com.

Our services are not directed to children under the age of 16, and we do not knowingly collect personal information from children under 16.

If we become aware that we have collected personal information from a child under 16 without parental consent, we will take steps to delete that information as quickly as possible.

If you are a parent or guardian and believe that your child has provided us with personal information, please contact us at info@sterlingridge.com so we can take appropriate action.

We recommend that parents and guardians actively supervise their children's online activities and educate them about protecting their personal information.

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or other factors.

When we make changes to this Privacy Policy, we will:

• Update the "Last updated" date at the top of this policy
• Post the revised policy on our website
• Notify you of significant changes via email (if we have your email address) or through a notice on our website

We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.

Your continued use of our services after the effective date of the revised Privacy Policy constitutes your acceptance of the changes. If you do not agree with the revised policy, please discontinue use of our services and contact us to discuss your concerns.

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, we are here to help.

Email: info@sterlingridge.com

Main Office:
Harrington & Co Wealth Management
200 Park Avenue, Suite 3200
New York, NY 10166
United States

We aim to respond to all inquiries within 5 business days. For urgent matters, please mark your communication as "Urgent - Privacy Request" in the subject line.

If you are not satisfied with our response, you have the right to lodge a complaint with your local data protection authority.