Privacy Policy
Effective Date: May 26, 2026
Welcome to Willow Oak Advisors (“Company,” “we,” “our,” or “us”). Your privacy is important to us. This Privacy Policy explains how we collect, use, protect, and share information when you visit our website or interact with our services.
By using this website, you agree to the terms outlined in this Privacy Policy.
Information We Collect
We may collect personal and non-personal information from you when you interact with our website, including:
Personal Information
Information you voluntarily provide, such as:
Name
Email address
Phone number
Mailing address
Financial information provided through forms or consultations
Any other information you choose to submit
Automatically Collected Information
When you visit our website, we may automatically collect:
IP address
Browser type
Device information
Pages visited
Time spent on pages
Referral sources
Cookies and usage data
How We Use Your Information
We may use the information we collect to:
Respond to inquiries and requests
Provide financial advisory services
Schedule consultations
Improve our website and user experience
Send updates, newsletters, or marketing communications
Maintain compliance with legal and regulatory obligations
Protect against fraud, unauthorized transactions, and other liabilities
Cookies and Tracking Technologies
Our website may use cookies, analytics tools, and similar technologies to improve functionality and understand website usage.
You may disable cookies through your browser settings; however, some portions of the website may not function properly.
Sharing of Information
We do not sell your personal information.
We may share information with trusted third parties when necessary to:
Operate our business
Provide services on our behalf
Comply with legal obligations
Protect our rights or property
Respond to lawful requests from government authorities
Any third-party service providers are expected to maintain the confidentiality and security of your information.
Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, or misuse.
However, no method of internet transmission or electronic storage is completely secure, and we cannot guarantee absolute security.
Third-Party Links
This website may contain links to third-party websites. We are not responsible for the privacy practices, content, or security of external websites. We encourage you to review their privacy policies before providing any information.
Financial Information Disclaimer
Any financial information submitted through this website is used solely for communication and advisory purposes. Information presented on this website is for informational purposes only and should not be considered legal, tax, or investment advice. Users should consult with qualified professionals regarding their specific financial situation.
Do Not Track Signals
Some web browsers may transmit “Do Not Track” signals. Because there is no universal standard for responding to these signals, our website may not currently respond to them.
Children’s Privacy
Our services are not directed toward individuals under the age of 13. We do not knowingly collect personal information from children.
Your Rights and Choices
Depending on your state of residence, you may have certain privacy rights regarding your personal information, including the right to:
Access your personal information
Request correction of inaccurate information
Request deletion of your information
Opt out of certain communications
To exercise these rights, contact us using the information below.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised effective date.
Contact Information
If you have questions about this Privacy Policy or how your information is handled, please contact:
Willow Oak Advisors
Website: www.willowoakadvisors.com