Data Governance

Privacy Policy

Effective Date: June 2026

At Encompass Group LLC ("we," "our," or "us"), we architect proactive wealth systems for high-net-worth founders. We understand that the protection of your personal and corporate financial data is paramount. This Privacy Policy outlines how we collect, process, and protect your information when you interact with our platform (encompass-group.com) and utilize our strategic tools.

1. Information We Collect

We only collect information necessary to provide our strategic architecture and forensic insights. This includes:

Identity Metrics: Full name, corporate email address, and direct phone number.
Enterprise Metrics: Estimated enterprise value provided via our secure Vault Modals and Intake Forms.
Technical Data: Standard caching and analytics data (e.g., IP address, browser type) to optimize your platform experience, utilizing secure cookies.

2. How We Use Your Data

Your data is processed strictly for the following purposes:

To verify executive credentials and grant access to restricted proprietary Intel via our Secure Vault.
To contact you regarding your requested "Clarity Call" or strategic consultation.
To improve the operational efficiency and security of our digital platform.

3. Data Security & Encryption

We deploy institutional-grade security protocols. Enterprise metrics submitted through our platform are securely encrypted and isolated. We do not sell, rent, or lease your personal or corporate data to third-party data brokers.

4. Third-Party Ecosystem Partners

Encompass Group operates alongside specific corporate ecosystem partners (e.g., Trust Encompass, Consult Encompass, Ascensus). If you explicitly request integration with these entities to execute your wealth architecture, necessary metric data may be securely shared with them to facilitate your strategy.

5. Your Sovereign Rights

You maintain full control over your data. You may contact us at any time to request the deletion, correction, or review of the metrics we have on file for your enterprise.

6. Contact the Firm

If you have questions regarding our data governance structures or this Privacy Policy, please contact our administrative team directly.

Encompass Group LLC
West Suffield, CT
Direct: (888) 364-5046