Wishbone Advisory LLC – Privacy PolicyLast Updated: November 10, 2025
Wishbone Advisory LLC (“Wishbone Advisory,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit wishboneadvisory.com (the “Site”) or engage with our consulting services (the “Services”).
By accessing or using our Site or Services, you agree to the terms of this Privacy Policy.
1. Information We CollectWe may collect the following types of information:
1.1 Information You Provide Directly
2. How We Use Your InformationWe use your information to:
When you visit or log in to our website, cookies and similar technologies may be used by our online data partners or vendors to associate these activities with other personal information they or others have about you, including by association with your email. We (or service providers on our behalf) may then send communications and marketing to these email. You may opt out of receiving this advertising by visiting https://app.retention.com/optout.
3. How We Share Your InformationWe may share your information with:
3.1 Service ProvidersVendors who support our business operations, such as:
3.2 Legal or Compliance RequirementsWe may disclose information if required:
4. Your Privacy RightsDepending on your location, you may have certain rights, including:
📧 [email protected]
(or your preferred email)
5. Data RetentionWe retain personal information only as long as necessary to:
6. Cookies & Tracking TechnologiesWishbone Advisory uses cookies and similar technologies to:
We may use:
7. SecurityWe use reasonable administrative, technical, and physical safeguards to protect your information.
However, no method of transmission over the internet is 100% secure.
8. Children’s PrivacyOur Site and Services are not intended for children under 13.
We do not knowingly collect personal data from children.
9. Links to Third-Party WebsitesOur Site may contain links to external sites.
We are not responsible for the privacy practices of those third parties.
10. International VisitorsWishbone Advisory is based in the United States.
If you are accessing the Site from another country, you consent to the transfer and processing of your information in the U.S.
11. Changes to This Privacy PolicyWe may update this Privacy Policy periodically.
The “Last Updated” date at the top indicates when it was revised.
Continued use of the Site after changes means you accept the updated policy.
12. Contact UsIf you have questions about this Privacy Policy or your data, contact us at:
Wishbone Advisory LLC
📧 taylor(at)wishboneadvisory.com
🌐 wishboneadvisory.com
Austin, TX
Wishbone Advisory LLC (“Wishbone Advisory,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit wishboneadvisory.com (the “Site”) or engage with our consulting services (the “Services”).
By accessing or using our Site or Services, you agree to the terms of this Privacy Policy.
1. Information We CollectWe may collect the following types of information:
1.1 Information You Provide Directly
- Contact information: Name, email address, phone number.
- Business information: Company name, role, industry, project details submitted via forms or email.
- Scheduling information: Data submitted through booking or call scheduling tools.
- Payment information: If you make payments online (processed through secure third-party processors).
- Device and usage information: IP address, browser type, operating system.
- Analytics data: Pages viewed, time spent on the Site, referring website.
- Cookies and tracking technologies: As described in Section 6.
- CRM or marketing platforms (e.g., HubSpot)
- Analytics providers (e.g., Google Analytics)
- Advertising platforms (e.g., Google Ads, LinkedIn)
- Public or commercially available data sources
2. How We Use Your InformationWe use your information to:
- Provide, operate, and improve our Site and Services
- Respond to inquiries, schedule meetings, and communicate with you
- Send updates, marketing communications, and content (you may opt out at any time)
- Personalize and optimize your website experience
- Analyze usage trends and performance of our marketing efforts
- Process payments and manage billing
- Comply with legal obligations
When you visit or log in to our website, cookies and similar technologies may be used by our online data partners or vendors to associate these activities with other personal information they or others have about you, including by association with your email. We (or service providers on our behalf) may then send communications and marketing to these email. You may opt out of receiving this advertising by visiting https://app.retention.com/optout.
3. How We Share Your InformationWe may share your information with:
3.1 Service ProvidersVendors who support our business operations, such as:
- Website hosting providers
- CRM and marketing platforms
- Analytics tools
- Payment processors
- Scheduling tools
3.2 Legal or Compliance RequirementsWe may disclose information if required:
- To comply with a legal obligation or government request
- To protect our rights, property, or safety
- To prevent fraud or security issues
4. Your Privacy RightsDepending on your location, you may have certain rights, including:
- Access: Request what personal data we hold about you
- Correction: Update or correct inaccurate information
- Deletion: Request that we delete your data
- Objection/Restriction: Limit how we use or process your data
- Opt-Out: Unsubscribe from marketing communications at any time
📧 [email protected]
(or your preferred email)
5. Data RetentionWe retain personal information only as long as necessary to:
- Provide our Services
- Meet legal or accounting requirements
- Support legitimate business purposes
6. Cookies & Tracking TechnologiesWishbone Advisory uses cookies and similar technologies to:
- Improve website performance
- Analyze site usage
- Personalize content or ads
- Measure marketing results
We may use:
- Google Analytics 4 (GA4)
- Google Ads remarketing
- LinkedIn Insight Tag
- HubSpot tracking
(If you want, I can update this list to match your actual stack.)
7. SecurityWe use reasonable administrative, technical, and physical safeguards to protect your information.
However, no method of transmission over the internet is 100% secure.
8. Children’s PrivacyOur Site and Services are not intended for children under 13.
We do not knowingly collect personal data from children.
9. Links to Third-Party WebsitesOur Site may contain links to external sites.
We are not responsible for the privacy practices of those third parties.
10. International VisitorsWishbone Advisory is based in the United States.
If you are accessing the Site from another country, you consent to the transfer and processing of your information in the U.S.
11. Changes to This Privacy PolicyWe may update this Privacy Policy periodically.
The “Last Updated” date at the top indicates when it was revised.
Continued use of the Site after changes means you accept the updated policy.
12. Contact UsIf you have questions about this Privacy Policy or your data, contact us at:
Wishbone Advisory LLC
📧 taylor(at)wishboneadvisory.com
🌐 wishboneadvisory.com
Austin, TX