Privacy Policy
Effective October 1, 2026
This website is operated by Shorefront Collective LLC, doing business as Berwick Financial (“Berwick Financial”). This policy explains what information the website collects and how Berwick Financial uses it.
Information collected
Information you provide. If you book an intro call or send an email, Berwick Financial receives your name, email address, and any other details you choose to share, such as your company name and the help you are looking for.
Information collected automatically. Like most websites, this site records technical data such as IP address, browser type, device, pages viewed, and referring site. This data is collected through cookies and similar tools provided by Squarespace, which hosts the site, and by HubSpot, which provides the scheduling calendar.
How information is used
Berwick Financial uses this information to respond to inquiries, schedule and hold intro calls, provide services to clients, understand how the site is used, and keep the site secure. Berwick Financial does not sell personal information and does not share it for third-party advertising.
Information sharing
Information is shared only with service providers that support the website and the business, such as Squarespace (hosting and analytics), HubSpot (scheduling and contact records), and the email provider. These providers may use the information only to deliver their services. Berwick Financial may also disclose information when required by law.
Cookies
This site uses cookies for basic function, analytics, and scheduling. Visitors can decline non-essential cookies through the site banner or block them in browser settings. Some features, such as the scheduling calendar, may not work if cookies are blocked.
Client information
Financial records and documents shared by clients are governed by the engagement agreement, not this website policy. Please do not send account numbers, passwords, or tax identification numbers through the website or by standard email. Berwick Financial will provide a secure method for sharing sensitive files.
Retention
Inquiry information is kept as long as it is useful for follow-up. Client information is kept as long as needed to provide services and meet legal and tax obligations. Deletion can be requested at any time, subject to those obligations.
Your choices
You may request access to, correction of, or deletion of your personal information by emailing stephanie@berwickfinancial.com. Depending on your state of residence, you may have additional rights under applicable privacy laws, and Berwick Financial will honor those requests.
Children
This site is intended for businesses and is not directed to anyone under 16. Berwick Financial does not knowingly collect information from children.
Changes
This policy may be updated from time to time. The effective date above will change when it is.
Contact
Berwick Financial, New York, NY
stephanie@berwickfinancial.com