Privacy Policy

Last updated: October 3, 2025

Crestwell Partners ("Crestwell," "we," "us," or "our") respects your privacy. This Privacy Policy explains what we collect, how we use and disclose information, and the choices you have about your personal information. This policy applies to our website and any services that link to it (together, the "Services").

This policy is written for United States visitors. We do not target or market our Services to the United Kingdom or European Union.

Who we are and how to contact us

Controller: Crestwell Partners
Email: privacy@crestwellpartners.com
Mail: P.O. Box 214, Hudson, Illinois 61748

If you have questions about this policy or our privacy practices, contact us using the methods above.

Information we collect

Information you provide to us

• Contact details such as name, email address, phone number, company, role, and location.
• Messages you send through our contact forms, including any attachments or materials you choose to share.
• Professional materials you submit in our forms, including biographies, resumes, headshots, portfolios, statements about your experience, and credentials.
• Business and billing information if you become a client or contractor.
• Preferences, such as communication settings.

Information collected automatically

• Device and usage data such as IP address, browser and device type, operating system, referring and exit pages, pages viewed, and timestamps.
• Cookies and similar technologies that remember preferences and help us understand how the site is used.

Information from third parties

• Business contact details from referrals, public sources, or lead providers.
• Analytics information from service providers that help us measure website performance.

We do not knowingly collect information from children under 13. If you believe a child provided information, contact us and we will delete it.

How we use information

We use information to:

• Provide, operate, and improve the Services.
• Respond to inquiries and provide client service.
• Manage relationships with executives, advisors, partners, and clients.
• Send administrative messages such as confirmations and updates.
• Send marketing communications when permitted, and allow you to opt out at any time.
• Protect the Services, prevent fraud, and enforce our terms.
• Comply with legal obligations and exercise legal rights.
• Publish, display, and otherwise use form submissions and professional materials on our website, case studies, and social media, where you have provided those materials for that purpose.
• Evaluate, market, and facilitate potential engagements by presenting your submitted profile, credentials, and related materials to prospective clients.

Publicity and content use

If you submit information through our forms, you authorize Crestwell Partners to use, reproduce, display, distribute, and adapt the information you provide for the following purposes:

• Publishing your professional profile, credentials, testimonials, or similar materials on crestwellpartners.com and on our social media;
• Sharing your profile, credentials, and related materials with vetted prospective clients to evaluate potential engagements; and
• Creating marketing, case studies, and sales materials.

You represent that you have the right to provide all materials you submit and that our use will not infringe the rights of others. You may request that we stop using publicly displayed materials about you at any time, and we will do so on a go-forward basis. This section does not limit your privacy rights under state law.

When we disclose information

We disclose information only as described here:

• Service providers. Vendors that host our site, provide analytics, email tools, client relationship software, and similar services. They may access information only to perform services for us and must protect it.
• Executives and clients. To evaluate or facilitate an introduction or engagement, we may share professional information and materials you submit, including your credentials, profile, and relevant work history, with prospective or current clients.
• Business transfers. Information may be transferred as part of a merger, acquisition, financing, or sale of assets.
• Legal and safety. When required by law or to protect rights, safety, or the integrity of the Services.
• Marketing and publicity. We may display professional information and materials you submit on our website and social media as described in Publicity and content use.

We do not sell personal information. We do not share personal information for cross context behavioral advertising. If this changes, we will update this policy and provide an opt out.

Cookies and similar technologies

Cookies and similar tools help our site function and help us understand usage. You can control cookies through your browser settings. Blocking some cookies may affect site functionality. If we use analytics or advertising cookies that are not strictly necessary, we will obtain consent where required by applicable U.S. state law.

Your privacy rights in the United States

Depending on your state of residence, you may have the right to:

• Know the categories and specific pieces of personal information we collect, use, and disclose.
• Request access to and a copy of your personal information.
• Request deletion of personal information, subject to exceptions.
• Request correction of inaccurate personal information.
• Opt out of the sale or sharing of personal information and the use of personal information for targeted advertising. We do not sell or share personal information as those terms are defined by California law.
• Limit the use and disclosure of sensitive personal information where applicable. We do not use sensitive personal information for purposes that require a limitation right.
• Appeal a decision regarding a privacy request in states that provide this right.

We will not discriminate against you for exercising your rights.

How to exercise your rights

Use the designated methods below and include enough information for us to verify your identity and state of residence.

Designated methods for submitting requests

• Email: privacy@crestwellpartners.com
• Mail: P.O. Box 214, Hudson, Illinois 61748

We will confirm receipt of your request, verify your identity, and respond within 45 days as required by law. We may extend by 45 days when reasonably necessary, and we will inform you if we do. Authorized agents may submit requests on a consumer’s behalf where permitted by law, subject to verification.

To appeal a decision, reply to our response or email privacy@crestwellpartners.com with the subject line Appeal of Privacy Request.

Data retention

We retain personal information for as long as necessary to provide the Services, comply with legal obligations, resolve disputes, protect our rights, and maintain business records. When information is no longer needed, we delete or de identify it.

If you request removal of publicly displayed materials we previously posted using your submission, we will remove them from our active channels and archives within a reasonable time, while retaining records as required by law or legitimate business needs.

Security

We use reasonable technical and organizational measures to protect personal information, including encryption in transit, access controls, and vendor due diligence. No method of transmission or storage is perfectly secure. If we learn of a security incident that affects you, we will notify you as required by law.

International visitors

Our Services are controlled and operated from the United States. If you access the Services from outside the United States, your information may be processed in the United States or other countries with different data protection laws.

Third party links

Our site may link to websites or services we do not control. This policy does not apply to those sites. Review their privacy policies before providing information.

Changes to this policy

We may update this policy from time to time. If we make material changes, we will post the updated policy and change the date at the top. Your continued use of the Services after an update means you accept the changes.

How to contact us

Questions or privacy requests can be sent to:

Email: privacy@crestwellpartners.com
Mail: P.O. Box 214, Hudson, Illinois 61748