Privacy Policy

Last Updated: January 2025

1. Information We Collect

A. Personal Information

  • Name
  • Email address
  • Business information
  • Advisor preferences

B. Usage Data

  • How you use the dashboard
  • AI workflow settings
  • Browser type, device, IP address

C. Communications

  • Messages sent through the platform (if applicable)
  • Forms submitted on the website

2. How We Use Information

We use data to:

  • Provide and improve the Service
  • Run AI-assisted workflows
  • Customize user dashboards
  • Send onboarding emails
  • Maintain security and prevent misuse

We do not sell or rent your information.

3. How We Store Data

Data may be stored on:

  • Secure cloud infrastructure
  • Encrypted databases
  • Third-party service providers (only for necessary functions, like email or hosting)

4. Third-Party Providers

Bridgewell may use trusted partners for:

  • Website hosting
  • AI processing
  • Email notifications
  • Payment processing (if applicable)

All partners must comply with privacy laws.

Third-Party Data Processors

Bridgewell Advisors LLC may use trusted third-party tools for analytics, form processing, email delivery, and data storage, including but not limited to Google Analytics, Google Workspace, Google Sheets, Zapier, and similar services. These providers may collect or process certain information in accordance with their own privacy policies. Bridgewell Advisors LLC does not sell or share personal information with unauthorized third parties.

5. User Rights

You have the right to:

  • Access your information
  • Modify your information
  • Request deletion
  • Opt out of marketing emails

To exercise rights, contact us through our website contact form.

Your Data Rights

Users may request access, correction, or deletion of their personal data at any time by contacting Bridgewell Advisors LLC. We will respond to all data requests in accordance with applicable U.S. state and federal laws.

6. Cookies

We use cookies to personalize content, improve performance, and analyze traffic. Users may disable cookies in browser settings.

7. Data Security

We use industry-standard security including:

  • Encryption
  • Secure storage
  • Access controls

Note: No system is 100% secure, but we take reasonable measures to protect user data.

8. Children's Privacy

Bridgewell is not intended for children under 18.

9. Changes

We may update this Privacy Policy periodically. Updates will be posted on this page.

Important Disclosure

Bridgewell LLC is not a financial advisory firm and does not provide financial, investment, legal, or tax advice.

Bridgewell provides AI-driven workflow automation tools designed to support licensed financial professionals in managing prospect outreach and scheduling.

All advice, communication, and client interactions remain the sole responsibility of the advisor. Bridgewell does not guarantee business outcomes, meetings, or client acquisition.