PRIVACY POLICY

Meridian Asset Advisory

Effective Date: January 1, 2026

Meridian Asset Advisory (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the information you provide through our website.

This Privacy Policy explains what information we collect, how we use it, and your rights regarding that information.


1. Information We Collect

We may collect the following types of information:

a. Information You Provide Directly

Name

Email address

Phone number

Company name

Any information submitted through contact forms or inquiries

b. Automatically Collected Information


When you visit our website, we may automatically collect:

IP address

Browser type and version

Pages visited and time spent

Device type

Referring website

This information is collected through cookies and similar technologies.


2. How We Use Information

We use collected information to:

Respond to inquiries and communicate with you

Provide information about our services

Improve website functionality and user experience

Maintain security and prevent misuse

Comply with legal obligations

We do not sell your personal information.


3. Cookies and Tracking Technologies

Our website may use cookies to enhance your experience. These may include:

Essential cookies for site functionality

Analytics cookies to understand usage

You can adjust your browser settings to refuse cookies. Some parts of the site may not function properly without them.


4. Sharing of Information

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

We may share information with:

Service providers who assist in operating our website or business

Legal or regulatory authorities if required by law

Professional advisors (legal, accounting) as necessary

All such parties are expected to maintain confidentiality.


5. Data Security

We take reasonable administrative and technical measures to protect your information. However, no system is completely secure, and we cannot guarantee absolute security.


6. California Privacy Rights (CCPA/CPRA)

If you are a California resident, you have the right to:

Request access to the personal information we collect about you

Request deletion of your personal information

Request correction of inaccurate information

Know how your information is used and shared

To exercise these rights, please contact us using the information below.

We will not discriminate against you for exercising your privacy rights.


7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices or content.


8. Data Retention

We retain personal information only as long as necessary to fulfill the purposes outlined in this policy or as required by law.


9. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.


10. Contact Information

If you have questions about this Privacy Policy or wish to exercise your rights, please contact:

Meridian Asset Advisory
[email protected]