Privacy Policy

Effective Date: January 24, 2026

At Solomon Advisory LLC (“Solomon Advisory,” “we,” “us,” or “our”), we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website (solomonadvisoryllc.com) or engage our services.

Please read this Privacy Policy carefully. By using our website or services, you agree to the collection and use of information in accordance with this policy. If you do not agree with the terms of this Privacy Policy, please do not access the website or use our services.

Information We Collect

Personal Information You Provide

We may collect personal information that you voluntarily provide to us when you:

  • Fill out contact forms or request consultations
  • Subscribe to our newsletter or email communications
  • Engage our professional services
  • Communicate with us via email, phone, or other channels
  • Participate in surveys or provide feedback

This information may include:

  • Name and contact information (email address, phone number, mailing address)
  • Company name and job title
  • Business information and financial data (when engaging our services)
  • Any other information you choose to provide

Information Automatically Collected

When you visit our website, we may automatically collect certain information about your device and browsing activity, including:

  • IP address and browser type
  • Operating system and device information
  • Pages visited and time spent on pages
  • Referring website addresses
  • Date and time of visits

We collect this information through cookies, web beacons, and similar tracking technologies. You can control cookie preferences through your browser settings.

How We Use Your Information

We use the information we collect to:

Provide and Improve Our Services

  • Respond to your inquiries and consultation requests
  • Deliver the professional services you’ve engaged us for
  • Communicate with you about our services
  • Process transactions and send related information

Business Operations

  • Improve our website functionality and user experience
  • Analyze website usage and trends
  • Develop new services and features
  • Maintain security and prevent fraud

Marketing and Communications

  • Send you newsletters, updates, and promotional materials (with your consent)
  • Provide information about our services that may interest you
  • Send administrative information such as policy updates

Legal and Compliance

  • Comply with legal obligations and respond to legal requests
  • Enforce our Terms of Service and other agreements
  • Protect our rights, privacy, safety, and property

How We Share Your Information

We do not sell, rent, or trade your personal information to third parties.

We may share your information in the following circumstances:

Service Providers
We may share information with trusted third-party service providers who assist us in operating our website, conducting our business, or servicing you (such as email service providers, website hosting, analytics providers). These parties are contractually obligated to keep your information confidential and use it only for the purposes we specify.

Professional Advisors
We may share information with attorneys, accountants, and other professional advisors when necessary to provide our services or conduct our business.

Business Transfers
If Solomon Advisory is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you via email and/or prominent notice on our website of any change in ownership or uses of your personal information.

Legal Requirements
We may disclose your information if required to do so by law or in response to valid requests by public authorities (such as court orders or government requests).

With Your Consent
We may share your information for any other purpose with your explicit consent.

Client Confidentiality

Professional Services Engagement

When you engage Solomon Advisory for professional services, we recognize that you may share sensitive business and financial information with us. We maintain strict confidentiality protocols:

  • All client information is treated as confidential and proprietary
  • Access to client information is limited to team members working on your engagement
  • We do not disclose client information to third parties without your express permission (except as required by law or as necessary to provide services)
  • We maintain appropriate technical and organizational security measures to protect client data

Our confidentiality obligations are further detailed in our service engagement agreements.

Data Security

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

These measures include:

  • Secure servers and encrypted data transmission (SSL/TLS)
  • Access controls and authentication requirements
  • Regular security assessments and updates
  • Employee training on data protection and confidentiality
  • Secure file storage and backup systems

However, please note that no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

Data Retention

We retain your personal information only 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.

Retention periods vary based on:

  • The nature of the information collected
  • The purpose for which it was collected
  • Legal, regulatory, or contractual obligations
  • Whether you are an active or former client

When we no longer need your information, we will securely delete or anonymize it.

Your Privacy Rights

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

Access and Correction
You have the right to request access to the personal information we hold about you and to request correction of inaccurate information.

Deletion
You may request deletion of your personal information, subject to certain exceptions (such as legal retention requirements).

Opt-Out
You may opt out of receiving marketing communications from us by following the unsubscribe instructions in our emails or contacting us directly. Please note that even if you opt out of marketing communications, we may still send you non-promotional messages related to our business relationship.

Do Not Track
Our website does not currently respond to “Do Not Track” browser signals.

To exercise any of these rights, please contact us using the information provided below.

Third-Party Websites

Our website may contain links to third-party websites, including social media platforms and service provider sites.

We are not responsible for the privacy practices or content of these third-party sites. We encourage you to review the privacy policies of any third-party websites you visit.

Children’s Privacy

Our services are not directed to individuals under the age of 18.

We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child without parental consent, we will take steps to delete that information.

International Data Transfers

Solomon Advisory is based in the United States.

If you are accessing our website or using our services from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States where our servers are located and our central database is operated.

By using our services, you consent to the transfer of your information to the United States and acknowledge that data protection laws in the United States may differ from those in your country of residence.

Changes to This Privacy Policy

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

We will notify you of any material changes by:

  • Posting the updated Privacy Policy on this page
  • Updating the “Last Updated” date at the top of this policy
  • Sending an email notification (for significant changes)

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

Contact Us

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

Solomon Advisory LLC

Email: info@solomonadvisoryllc.com
Phone: (786) 556-3786

We will respond to your inquiry within a reasonable timeframe.