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Privacy Policy

Last updated: March 2026

Bricks Advisory LLC respects your privacy. This policy explains what information we collect, how we use it, and your rights.

Who We Are

Bricks Advisory LLC is a boutique advisory firm based in Tampa, Florida. Our website is bricksadvisory.com. For privacy questions, contact us at alyssa.clarcq@bricksadvisory.com.

Information We Collect

We may collect the following types of information:

  • Contact information — name, email address, company name, and phone number submitted via contact or inquiry forms
  • Scheduling information — information provided when booking a discovery call through Calendly
  • Usage data — pages visited, time on site, referring pages, and browser/device type, collected via analytics tools
  • Communications — content of emails or messages you send to us

How We Use Your Information

We use collected information to:

  • Respond to inquiries and schedule discovery calls
  • Deliver and improve our advisory services
  • Send relevant updates or resources you’ve opted into
  • Understand how our website is used and improve its content

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

Third-Party Services

We use the following third-party tools that may collect data on our behalf:

  • Calendly — for scheduling discovery calls. Subject to Calendly’s Privacy Policy.
  • Google Analytics / WordPress.com analytics — for website usage tracking
  • WPForms — for contact form submissions

Cookies

Our website uses cookies to improve user experience and track analytics. You can control cookie preferences through your browser settings or our cookie consent tool. See our Cookies Policy for details.

Data Retention

We retain personal information only as long as necessary to fulfill the purposes described in this policy or as required by law. Contact information from inquiries that do not proceed to an engagement is typically deleted within 12 months.

Your Rights

Depending on your location, you may have rights including the right to access, correct, or delete your personal data. To exercise any of these rights, contact us at alyssa.clarcq@bricksadvisory.com.

Changes to This Policy

We may update this Privacy Policy from time to time. The “Last updated” date at the top of this page reflects the most recent revision. Continued use of the website after changes constitutes acceptance of the updated policy.

Contact

Questions or concerns? Email us at alyssa.clarcq@bricksadvisory.com.

BRICKSADVISORY

Control. Clarity. Continuous Improvement.
Tampa / St. Petersburg, Florida.

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Providing Advisory services only — not legal, tax, audit, or attest opinions. Bricks Advisory LLC is not a law firm, CPA firm, or registered investment advisor.


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