Last updated: January 15, 2026
Grace & Taylor Advisory, LLC ("Grace & Taylor," "we," "our," or "us") respects your privacy. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit graceandtaylor.com (the "Site") or engage with our advisory services. By using the Site, you agree to the practices described here.
When you contact us, subscribe to our quarterly letter, or engage us as a client, we may collect your name, business email address, telephone number, company, and the contents of any correspondence you send us.
When you visit the Site, we automatically collect limited technical information — including your IP address, browser type, operating system, referring URL, pages viewed, and the date and time of access — through server logs and, where consented, analytics cookies.
We use a small number of first-party cookies that are strictly necessary to operate the Site, and — only with your consent — optional cookies to measure aggregate usage. Please see our Cookie Policy for details and how to manage your preferences.
Where applicable law (including the GDPR for visitors in the European Economic Area) requires it, we rely on the following legal bases: your consent, the performance of a contract with you, our legitimate business interests, and compliance with legal obligations.
We do not sell your personal information. We share information only in the following limited circumstances:
We retain personal information only as long as necessary for the purposes described above, or as required by law. Inquiry correspondence is generally retained for twenty-four months; client engagement records are retained for the term of engagement plus seven years.
We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, and destruction. No method of transmission over the internet is completely secure, and we cannot guarantee absolute security.
Depending on your jurisdiction, you may have the right to access, correct, delete, or restrict the processing of your personal information; to withdraw consent; and to lodge a complaint with a supervisory authority. Residents of California, Colorado, Connecticut, Virginia, and other states with comprehensive privacy statutes may exercise additional rights. To make a request, email security@graceandtaylor.com. We will verify your identity before responding.
The Site does not respond to Do Not Track browser signals at this time. You may still manage cookies through our banner and your browser settings.
The Site is not directed to children under thirteen, and we do not knowingly collect information from children.
Our operations are based in the United States. If you visit from outside the United States, information you provide will be transferred to and processed here, subject to safeguards required by applicable law.
We may update this Policy from time to time. Material changes will be indicated by an updated "Last updated" date at the top of this page. Continued use of the Site after such changes constitutes acceptance.
Questions about this Policy or your personal information may be directed to:
Grace & Taylor Advisory, LLC
1791 Sunny Glen Lane · Cleveland, OH 44114
Telephone (216) 832-6065
Email security@graceandtaylor.com
