Privacy Policy

Last Updated: March 25, 2026

Arrowhead Advisory Group, LLC ("Arrowhead," "we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website at arrowheadadvisory.com (the "Site") or engage with our services.

1. Information We Collect

We collect information you voluntarily provide when you submit an inquiry through our website intake form. This includes:

Full name
Job title and role
Company name and organization type
Approximate annual premium volume (optional)
Email address
Phone number (optional)
Description of operational challenges (optional)

We do not collect sensitive financial information (bank account numbers, credit card numbers, Social Security numbers) through our website.

2. How We Use Your Information

We use the information you provide to:

Evaluate your inquiry and determine whether our services may be a fit for your organization
Respond to your inquiry via email or phone
Prepare for consultative conversations about your payment infrastructure
Improve our services and website functionality

We do not use your information for automated decision-making or profiling that produces legal effects.

3. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties. We may share your information in the following limited circumstances:

Service providers: We use third-party tools (email delivery, analytics, scheduling) to operate our business. These providers access your information only to perform services on our behalf and are contractually obligated to protect it.
Legal compliance: We may disclose information if required by law, regulation, legal process, or governmental request.
Business transfers: If Arrowhead Advisory is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

4. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this policy, unless a longer retention period is required by law. If you request deletion of your information, we will honor that request within 30 days.

5. Cookies, Analytics, and Visitor Identification

This website uses two third-party services that may set cookies and collect information about your visit. Both services are listed in our subprocessor table below.

Microsoft Clarity captures aggregate behavioral metrics (clicks, scrolls, time on page), heatmaps, and session replays. Session replays record cursor movement and interaction patterns. Sensitive form fields are automatically masked. Clarity sets the cookies _clck and _clsk; Microsoft sets the MUID cookie. Behavioral data is stored by Microsoft under Microsoft's Privacy Statement.

RB2B identifies business visitors to this site by matching the visitor's IP address against a database of professional records. When a match is found, the identification may include the visitor's name, work email, employer, job title, and LinkedIn profile. We use this information to time business outreach appropriately. RB2B operates only on visitors connecting from a United States business IP address; visitors from outside the United States, from residential or mobile networks, and visitors using tracking-prevention browsers are not identified. RB2B's privacy practices are documented at rb2b.com/privacy-policy.

We do not use cookies for targeted advertising or sell behavioral data to advertising networks.

Subprocessors

The following third-party services may receive information about your visit:

Microsoft Clarity. Product analytics and session recording (behavioral and technical data).
RB2B. B2B visitor identification (personal data, United States business visitors only).
Netlify. Site hosting and content delivery (technical data: IP address, request headers).

Your California Privacy Rights ("Do Not Sell or Share My Personal Information")

If you are a California resident, you have the right under the California Consumer Privacy Act and the California Privacy Rights Act to direct us not to share your personal information for cross-context behavioral advertising or sale. RB2B's IP-based enrichment may be construed as a sale or share of personal information under California law. To exercise this right, email arrowheadadvisorygroupops@gmail.com with the subject "Do Not Sell or Share My Personal Information." We will honor the request within fifteen business days.

Visitors Outside the United States

This website is operated from the United States and is directed to United States visitors. We do not knowingly collect or process personal information from visitors located in the European Economic Area, the United Kingdom, Switzerland, or other regions with comprehensive data-protection regimes. If you are a visitor from one of those regions and want your information removed, email arrowheadadvisorygroupops@gmail.com.

6. Your Rights

Depending on your jurisdiction, you may have the following rights regarding your personal information:

Right to know: You may request that we disclose what personal information we have collected about you.
Right to delete: You may request that we delete your personal information.
Right to correct: You may request that we correct inaccurate personal information.
Right to opt out: You may opt out of the sale or sharing of your personal information. We do not sell personal information.

To exercise any of these rights, contact us at arrowheadadvisorygroupops@gmail.com. We will respond within 30 days.

7. California Residents (CCPA/CPRA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA). We do not sell your personal information. We do not use your personal information for cross-context behavioral advertising. You may designate an authorized agent to make requests on your behalf. We will not discriminate against you for exercising your privacy rights.

8. Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure.

9. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last Updated" date. Your continued use of the Site after changes constitutes acceptance of the updated policy.

11. Contact Us

If you have questions about this Privacy Policy or your personal information, contact us at:

Arrowhead Advisory Group, LLC
2780 South Jones Blvd, Suite 200-3836
Las Vegas, NV 89146
Email: arrowheadadvisorygroupops@gmail.com