Privacy Policy
Effective October 27, 2026
T.E.A. Fiduciary (“we”) operates teafiduciary.com. This policy explains what information the website collects, how we use it, and the choices you have.
Information you give us
Contact form: your first and last name, email address, and message.
Event giveaway forms: your name, company, email address, and whether you ask to receive news and updates.
Email: anything you send us directly at info@teafiduciary.com.
Information collected automatically
Our website is hosted by Squarespace. Squarespace collects standard technical information, such as your IP address, browser and device type, the pages you visit, and the site that referred you. It uses cookies to run the site and to give us aggregate visitor statistics. You can choose which non-essential cookies to allow through Cookie Preferences at the bottom of any page.
Our forms use Google reCAPTCHA to block spam. reCAPTCHA is subject to Google’s Privacy Policy and Terms of Service.
How we use information
We use it to respond to your inquiry, discuss and provide our services, run event drawings, send updates you asked for, and keep the site secure and working.
What we do not do
We do not sell your personal information, and we do not share it for cross-context behavioral advertising. We do not use advertising or cross-site tracking tools on this site.
Who we share information with
We share information only with service providers that help us run the website and our email, such as Squarespace and Google, or when required by law or professional obligations.
Client information
Information that clients provide for an engagement, including through our client portal, is kept confidential under our engagement agreements and the professional standards that apply to CPAs. This policy covers the public website only.
Do Not Track
Some browsers send a “Do Not Track” signal. Our site does not change how it operates in response to that signal. Because we do not use advertising or cross-site tracking tools, we do not track visitors across other websites.
Your choices
You can unsubscribe from any email update using the link in that email. To ask what information we hold about you, or to correct or delete it, email info@teafiduciary.com.
Children
This website is not directed at children, and we do not knowingly collect information from anyone under 13.
Changes to this policy
If we change this policy, we will post the updated version on this page with a new effective date.
Contact
T.E.A. Fiduciary, 462 Stevens Ave., Suite 100, Solana Beach, CA 92075. info@teafiduciary.com, (760) 557-0858.