Privacy Policy

1. Overview

Oswego Legacy Partners(“we,” “us,” or “the firm”) respects your privacy. This policy describes what information we collect through this website and how we use it.

2. Information We Collect

When you submit the “Schedule a Conversation” form we collect the name, email address, and any message you provide. We may also collect standard, non-identifying analytics such as pages visited and browser type.

3. How We Use Information

We use the information you provide solely to respond to your inquiry and to communicate with you about our services. We do not sell your personal information.

4. Sharing

Information may be shared with service providers who help us operate this website and our practice (for example, our email provider and our custodian/broker-dealer, LPL Financial), subject to their own privacy and regulatory obligations.

5. Data Retention & Security

We retain inquiry information only as long as necessary to serve you and to meet our recordkeeping obligations, and we take reasonable measures to protect it.

6. Your Choices

You may request that we correct or delete the information you have provided by contacting us at the details on our About page.

7. Changes

We may update this policy from time to time. Material changes will be posted on this page.

Last updated: PLACEHOLDER date.