Privacy Policy

Holistic Capital LLC ("Holistic Capital," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services.

Information We Collect

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

• Contact us through our website or email
• Schedule a consultation
• Engage our advisory services
• Subscribe to our newsletter or insights

This information may include your name, email address, company name, phone number, and any other information you choose to provide.

How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide requested services
• Communicate with you about our services
• Send you newsletters and insights (with your consent)
• Improve our website and services
• Comply with legal obligations

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With service providers who assist us in operating our website and conducting our business
• When required by law or to protect our legal rights
• In connection with a business transaction such as a merger or acquisition
• With your explicit consent

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance user experience and analyze website traffic. You can control cookie settings through your browser preferences.

Third-Party Links

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

Your Rights

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

• The right to access your personal information
• The right to correct inaccurate information
• The right to request deletion of your information
• The right to opt-out of marketing communications

To exercise these rights, please contact us at [email protected].

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

Contact Us

If you have questions or concerns about this Privacy Policy, please contact us at:

Holistic Capital LLC
Email: [email protected]
Location: Boston, MA