Legal
When you use the contact form on this website, we collect your name, company name, email address, and any information you choose to provide in your message. When you schedule a call through our scheduling tool, we collect the information you provide during that process. When clients engage LockePoint for advisory services, we may collect additional business information relevant to the scope of the engagement.
To respond to your inquiry and communicate with you about our services. To deliver advisory services to engaged clients. To maintain records of client engagements for quality assurance. To comply with applicable legal and regulatory obligations.
LockePoint LLC treats all client information as strictly confidential. We do not sell, rent, or share your personal information with third parties for marketing purposes. All information submitted through our contact form or shared during an engagement is handled with the discretion appropriate to the nature of our work.
This website is hosted on Netlify. Our scheduling tool is provided by Calendly. These services may process limited technical data (such as IP addresses) in accordance with their own privacy policies. We do not use tracking cookies or third-party analytics on this website.
We retain client records and engagement data for a period consistent with our business obligations and applicable law. You may request deletion of your personal information by contacting us directly at any time.
You have the right to request access to, correction of, or deletion of any personal information we hold about you. To exercise these rights, please contact us directly.
For questions regarding this Privacy Policy, please contact c.frost@lockepoint.com or call 617-515-5377. This policy may be updated periodically. Last updated: March 2026.