Privacy Policy for ATG Advisors
Effective Date: 05/30/2025
ATG Advisors ("we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website at [www.atgadvisors.com] (the "Site") or engage with our services.
1. Information We Collect
We may collect the following types of information:
- Personal Identifiable Information (PII): such as your name, email address, phone number, and business details when you fill out a contact form or subscribe to updates.
- Automatically Collected Data: including your IP address, browser type, operating system, and website usage statistics, collected via cookies and analytics tools.
- Client Information: if you are an existing client, we may collect additional data necessary for tax, compliance, and consulting purposes
2. How We Use Your Information
We use your information to:
- Provide and manage our financial and advisory services
- Respond to inquiries or requests submitted through our website
- Send occasional updates or educational content (opt-in only)
- Maintain legal and regulatory compliance, including HIPAA, GLBA, and IRS requirements
3. Sharing Your Information
We do not sell or rent your personal information. We may share it only in the following cases:
- With trusted service providers under strict confidentiality
- To comply with legal obligations or governmental requests
- With your consent
4. Cookies and Tracking Technologies
We use cookies and similar technologies to:
- Enhance your user experience
- Monitor website traffic
- Analyze how users engage with our site
You may disable cookies through your browser settings.
5. Data Security
ATG Advisors takes data security seriously and implements commercially reasonable safeguards to protect the confidentiality, integrity, and availability of your information. These safeguards include:
- Secure communication protocols (HTTPS, encrypted email)
- Access controls and role-based permissions
- Endpoint protection and infrastructure monitoring
- Routine internal audits and staff training
Where applicable, our security practices are designed to align with recognized industry standards and regulatory requirements, including:
- NIST Cybersecurity Framework (CSF) for baseline risk management
- PCI-DSS (Payment Card Industry Data Security Standard) for handling cardholder data
- GLBA (Gramm-Leach-Bliley Act) for financial institutions
- HIPAA, where protected health information (PHI) is involved
- IRS Publication 4557 for tax data protection
- FTC Safeguards Rule for covered financial entities
While no system can guarantee absolute security, we continuously monitor and improve our practices to reduce risk. Clients are encouraged to use strong credentials, enable MFA where available, and report any suspected data breaches promptly
6. Third-Party Links
Our Site may contain links to third-party websites. We are not responsible for the content or privacy practices of those sites.
7. Your Rights
You may:
- Request access to or correction of your personal information
- Opt out of communications at any time
- Request deletion of your personal data (where permitted by law)
To exercise these rights, please contact us at info@atgadvisors.com.
8. Children’s Privacy
Our services are not intended for children under the age of 13. We do not knowingly collect data from children.
9. Updates to This Policy
We may update this Privacy Policy periodically. Changes will be posted on this page with an updated effective date.
10. Contact Us
If you have questions about this Privacy Policy or our data practices, contact:
ATG Advisors
1300 South Blvd. Unit D-B07 Charlotte, NC 28203