Privacy Policy

Meridian Capital Partners (“we,” “us,” or “the Firm”) respects your privacy. This policy describes the categories of personal information we collect through this website and our client relationships, how we use it, and the choices available to you, consistent with Regulation S-P and applicable state privacy laws.

Information we collect

• Information you provide directly, such as through our contact form, newsletter signup, or event registration (name, email, phone, and message content)
• Information collected automatically through cookies and similar technologies (see our cookie banner and preference options)
• Information you provide as part of an advisory relationship, handled separately under our client-facing privacy notice

How we use information

We use information collected through this site to respond to inquiries, schedule consultations, send requested newsletters or event information, and improve the site’s performance and content. We do not sell personal information collected through this site.

Cookies and tracking

We use cookies for essential site functionality and, with your consent, for analytics. You can manage your cookie preferences at any time using the cookie banner presented on your first visit, or by clearing your browser’s stored preferences to see it again.

Your choices

You may unsubscribe from marketing communications at any time using the link in any email, or by contacting us directly. California residents and residents of other jurisdictions with applicable privacy laws may have additional rights regarding their personal information; contact us to make a request.

Contact us

Questions about this policy can be directed to our compliance team through our Contact page.

This policy is a template for illustrative purposes and should be reviewed by qualified counsel before use by an actual registered investment adviser.