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Privacy Policy

A legal disclaimer

Last Updated: November 2025

 

Lorenzo Advisory Group (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, submit forms, or use our services.

 

By accessing our website or providing your information, you agree to the terms outlined below.

 

 

1. Information We Collect

 

 

A. Personal Information

 

We may collect personal information that you voluntarily provide, including:

 

  • Name

  • Email address

  • Phone number

  • Business name

  • Service inquiries

  • Billing information (if booking or purchasing services)

 

 

B. Automatically Collected Information

 

When you visit our site, Wix may automatically collect:

 

  • IP address

  • Browser type & device type

  • Pages viewed

  • Time spent on the site

  • Cookies and tracking technologies

 

This data helps improve website performance and user experience.

 

 

2. How We Use Your Information

 

We use the information collected to:

 

  • Provide and manage our advisory and bookkeeping services

  • Contact you regarding inquiries, consultations, or service updates

  • Improve website performance and user experience

  • Send newsletters, business updates, or promotional content (you may opt out anytime)

  • Maintain security and prevent fraud

  • Comply with legal obligations

 

 

3. Sharing Your Information

 

We do not sell your personal information.

We may share your data only in the following cases:

 

  • Service Providers: third-party vendors such as Wix (hosting), email providers, payment processors, or scheduling software

  • Legal Requirements: to comply with applicable laws, court orders, or government requests

  • Business Operations: if we undergo a business transition such as restructuring or expansion

 

All third-party services used by our website (Wix, integrated apps, etc.) follow their own privacy policies.

 

 

4. Cookies & Tracking Technologies

 

Our website (hosted on Wix) uses cookies for:

 

  • Site functionality

  • Analytics

  • Visitor behavior

  • Form submissions

  • Security

 

You may disable cookies through your browser settings, but some site features may not function properly.

 

 

5. Data Storage & Security

 

Your data is stored on secure servers provided by Wix.com.

Wix uses industry-standard security measures, including encrypted databases and monitored hosting environments.

 

While we take reasonable steps to protect your information, no method of transmission over the internet is 100% secure.

 

 

6. Your Rights

 

Depending on your location, you may have the right to:

 

  • Request access to the personal data we hold

  • Request corrections to inaccurate information

  • Request deletion of your data (“right to be forgotten”)

  • Withdraw consent

  • Opt out of marketing emails

 

To submit a privacy request, email: Lorenzo@LorenzoAdvisoryGroup.com

 

 

7. Third-Party Links

 

Our website may include links to external websites.

We are not responsible for the content or privacy practices of these third-party sites.

 

 

8. Children’s Privacy

 

Our website and services are not intended for individuals under 18.

We do not knowingly collect information from children.

 

 

9. Changes to This Privacy Policy

 

We may update this Privacy Policy occasionally.

Changes will be posted on this page with the updated date.

 

 

10. Contact Us

 

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

 

Lorenzo Advisory Group

Email: Lorenzo@LorenzoAdvisoryGroup.com

San Diego, CA (Virtual Office)

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