Website Privacy Policy

Effective Date/Last Updated: 7.21.2026
Website: https://www.keelfinancialpartners.com
Contact: compliance@winthropwealth.com | 617-530-1010

This Website Privacy Policy explains how Winthrop Advisory Group, LLC, doing business as Keel Financial Partners (“Keel,” “we,” “us,” or “our”), collects, uses, discloses, and safeguards personal information collected through our website and related online interactions. This policy is intended to supplement, and not replace, our existing financial privacy notice provided under the Gramm-Leach-Bliley Act (“GLBA”) and SEC Regulation S-P, which is available at www.winthropwealth.com/privacypolicy/.

1. Scope of This Policy

This policy applies to information collected when you visit or interact with our website, submit information through online forms, contact us through the website, or otherwise engage with us through digital channels. This policy does not replace our separate client privacy notice, which describes how we collect, use, share, and protect nonpublic personal information in connection with investment advisory services and other financial products or services.

To the extent information is collected, used, or maintained in connection with an investment advisory relationship, account opening, financial planning engagement, brokerage or custodial relationship, or other financial service, that information may be subject to GLBA, SEC Regulation S-P, and related regulatory requirements. To the extent information is collected from website visitors, prospective clients, or other individuals outside of a client relationship, this policy describes our website and non-client data practices.

2. Information We Collect

We may collect the following categories of information through our website and related digital interactions:

  • Contact information submitted through website forms, including name, email address, telephone number, and any message or inquiry information you choose to provide.
  • Inquiry preferences or areas of interest selected through website forms, such as financial planning, investment management, undecided, or other stated interests.
  • Technical and usage information, such as IP address, browser type, device information, operating system, referring website, pages viewed, time spent on pages, and general website activity.
  • Analytics information collected through Google Analytics, including information used to distinguish new visitors from returning visitors through cookies.
  • Information processed by website security or anti-spam tools, including Google reCAPTCHA, which may set its own cookies or collect technical information to help protect website forms from abuse.

Information submitted through website contact forms, including “Contact Us” and “Talk to an Advisor” forms, is currently collected through WordPress Gravity Forms and may also be transmitted or stored by email. Website form submissions are not automatically fed into a CRM or marketing automation system, and contacts are not currently tracked or segmented based on website activity.

We do not intend for visitors to submit sensitive personal information, account numbers, Social Security numbers, financial account credentials, or confidential client instructions through general website forms. If you are an existing client, please use approved communication channels for account-specific or confidential communications.

3. How We Use Information

We may use information collected through our website for the following purposes:

  • To respond to inquiries, requests, or communications submitted through the website.
  • To provide information about our firm, services, personnel, and resources.
  • To maintain, operate, secure, and improve our website.
  • To evaluate website performance, traffic patterns, usability, and visitor engagement on an aggregated or statistical basis.
  • To comply with applicable legal, regulatory, supervisory, recordkeeping, and compliance obligations.
  • To protect the security, integrity, and lawful operation of our website, systems, and business.

We do not use website analytics information for targeted advertising, behavioral advertising, retargeting, remarketing, sale of personal information, or automated decision-making. Website data is not automatically used to trigger marketing emails based on website behavior.

4. Google Analytics and Cookies

Our website uses Google Analytics to help us understand how visitors interact with the website and to improve website functionality, content, and user experience. Google Analytics may use cookies or similar technologies to collect technical and usage information, such as device information, browser type, pages visited, time spent on the website, referring pages, general geographic information, and whether a visitor is new or returning.

Our current configuration is analytics only. Google Analytics is not connected to Google Ads or any advertising or remarketing platform. We do not use Google Analytics for marketing, retargeting, cross-context behavioral advertising, sale of personal information, or profiling that produces legal or similarly significant effects.

The website also uses Google reCAPTCHA to help protect website forms from spam, abuse, and automated submissions. Google reCAPTCHA may collect or receive technical information and may set cookies or use similar technologies in accordance with Google’s own practices.

Our website does not currently include a cookie consent banner, cookie opt-out button, or preference center. No Meta/Facebook Pixel, LinkedIn Insight Tag, Hotjar, Microsoft Clarity, HubSpot tracking, TikTok pixel, or similar marketing or behavioral tracking tool is currently used. Visitors may manage cookies and similar technologies through their browser settings, device settings, or tools made available by third-party providers. If our website practices change, including if we begin using cookies or similar technologies for targeted advertising or other non-operational purposes, we will reassess whether additional disclosures, consent tools, or opt-out mechanisms are required.

5. How We Share Information

We may share website-related information with service providers that assist us in operating, maintaining, securing, or analyzing our website and related business systems. These providers may include website hosting providers, WordPress and Gravity Forms service providers, analytics providers, Google reCAPTCHA, email or communication tools, cybersecurity vendors, technology vendors, and professional advisers.

We may also disclose information when required or permitted by law, regulation, subpoena, court order, regulatory inquiry, examination request, law enforcement request, or other legal process; to protect our rights, property, systems, personnel, clients, or website users; or in connection with a business transaction or organizational change, subject to applicable legal and contractual protections.

We do not sell personal information. We do not share personal information collected through the website for targeted advertising or cross-context behavioral advertising. Website form data is not currently integrated into a CRM or marketing automation platform for behavioral segmentation.

6. Relationship to Our Financial Privacy Notice

Winthrop Wealth maintains a separate privacy notice that describes how we collect, share, and protect nonpublic personal information in connection with financial products and services. That notice is designed to address GLBA and SEC Regulation S-P requirements applicable to registered investment advisers and other financial institutions.

If you are a client or prospective client who provides information in connection with investment advisory services, financial planning, account opening, custodial onboarding, or related financial services, our financial privacy notice and applicable client agreements may also apply. Nothing in this Website Privacy Policy limits our obligations under GLBA, SEC Regulation S-P, Regulation S-ID, SEC books and records rules, fiduciary obligations, or other applicable regulatory requirements.

7. State Privacy Rights

Certain state privacy laws, including the Connecticut Data Privacy Act and similar laws in other states, may provide residents with rights regarding personal information that is not otherwise exempt under GLBA or other financial privacy laws. Depending on your state of residence and the nature of the information involved, these rights may include the right to request access to personal information, correction of inaccurate personal information, deletion of personal information, portability of certain information, and the right to opt out of certain processing activities such as sale of personal information, targeted advertising, or certain profiling activities.

Because many financial institutions, including registered investment advisers, maintain information that may be subject to GLBA, SEC Regulation S-P, SEC recordkeeping obligations, legal retention requirements, and other regulatory duties, some information may be exempt from state consumer privacy rights or may not be deleted if retention is required or permitted by law.

To submit a privacy request, contact us at compliance@winthropwealth.com or 617-530-1010. We may need to verify your identity and confirm that the request applies to information subject to applicable state privacy rights. If we deny a request in whole or in part, you may appeal the decision by contacting us through the same method and stating that you are submitting a privacy appeal.

8. Data Security

We maintain administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, disclosure, alteration, or destruction. These safeguards are intended to align with applicable federal and state requirements, including SEC Regulation S-P safeguards expectations for customer records and information, where applicable.

No website, transmission method, or electronic storage system is completely secure. Visitors should avoid submitting sensitive or confidential information through general website forms unless specifically requested through an approved secure channel.

9. Data Retention

We retain website-related information for as long as reasonably necessary to fulfill the purposes described in this policy, comply with legal and regulatory obligations, maintain appropriate business records, resolve disputes, enforce agreements, support cybersecurity and fraud prevention, and satisfy SEC or other applicable recordkeeping requirements.

10. Children’s Privacy

Our website is intended for adults and is not directed to children or minors. We do not knowingly collect personal information from children or minors through the website. If we learn that we have collected personal information from a child or minor without appropriate authorization, we will take reasonable steps to delete the information or otherwise handle it in accordance with applicable law.

11. External Websites

Our website may include links to third-party websites, custodians, technology providers, regulatory resources, or other external websites. We are not responsible for the privacy practices, security, content, or policies of external websites. Visitors should review the privacy policies and terms of use of any third-party website they access.

12. Changes to This Policy

We may update this Website Privacy Policy from time to time to reflect changes in our practices, website functionality, legal requirements, regulatory expectations, or business operations. The effective date at the top of this policy indicates when it was last updated. Material changes will be reflected by posting an updated policy on our website or by other appropriate means.

13. Contact Us

If you have questions about this Website Privacy Policy, our privacy practices, or your privacy rights, please contact us at:

Winthrop Advisory Group, LLC d/b/a Keel Financial Partners
Email: compliance@winthropwealth.com

Phone: 617-530-1010
Website: https://www.keelfinancialpartners.com