Last Updated: July 9, 2026

Scope of This Policy

This Privacy Policy applies to all websites, subdomains, landing pages, and digital properties operated by REDW LLC and its affiliates (“REDW”) (collectively, the “Sites”), including but not limited to:

  • com and all associated subdomains
  • REDW-operated landing pages and campaign microsites
  • REDW digital tools

This policy does not apply to the privacy, security, or other practices of third-party websites or online platforms that may link to, be linked from, or be used in connection with our properties (including third-party portals or e-commerce platforms, such as Shopify, you may use to access REDW services). We encourage you to review the privacy policies of any third-party sites or platforms you visit. However, when REDW receives your personal information from such third parties, we handle that information in accordance with this Privacy Policy.

What data do we collect?

REDW collects the following data:

  • Personal identifiable information, such as your e-mail address, name, home or work address, or telephone number. REDW also collects anonymous demographic information, which is not unique to you, such as your ZIP code, age, gender, preferences, and interests.
  • Device data, including information on your computer hardware and software that is automatically collected by REDW. This information can include: your IP address, browser type, domain names, access times and referring website addresses. This information is used by REDW for the operation of the services, to maintain quality of the services, and to provide general statistics regarding use of the Properties.

Please keep in mind that if you directly disclose personally identifiable information or personally sensitive data through public and/or unsecured means (i.e., email, facsimile, message boards, etc.), this information may be collected and used by others.

Do not provide sensitive personal information to REDW or permit REDW to use such sensitive personal information, unless you consent to (i) REDW’s use of that sensitive personal information for its business purposes, and (ii) the transfer and storage of that sensitive personal information to and in REDW’s systems.  You may do this through your client portal.

How We Collect Information Through Our Website

When you submit a form on our website, any REDW subdomain, or other Sites:

  • Contact and Service Request Forms: By submitting these forms, you authorize REDW to use your information to respond to your inquiry, provide the requested services, and communicate with you about your service needs. We may also send you related educational content and information about similar services. You may opt out of marketing communications at any time.
  • Content Download Forms: By submitting these forms, you authorize REDW to use your information to deliver the requested content and to send you related educational materials, industry insights, and information about our services. You may unsubscribe from future marketing communications at any time using the link in any email.
  • Newsletter and Marketing Signups: By submitting these forms, you are requesting to receive our marketing communications, newsletters, and updates. You control your subscription preferences and may unsubscribe at any time using the link in any email or by contacting us as described below.

All forms on our Sites include a link to this Privacy Policy.

By submitting any form, you acknowledge that REDW will process your personal information to respond to your request and as described in this Privacy Policy, including for marketing communications where permitted by applicable law and subject to your right to opt out. Submission of a form is not required to consent to non-essential cookies or tracking technologies; you may manage non-essential website tracking through our cookie banner or preference tool where available.

Website Tracking Technologies and Consent:

Our Sites may use cookies, pixels, tags, analytics tools, customer relationship management tools, advertising technologies, and similar technologies to operate the Sites, understand how visitors use the Sites, improve our services, measure marketing effectiveness, and provide relevant communications.

Where required by applicable law, REDW obtains consent before using non-essential tracking technologies, including analytics, advertising, personalization, CRM/marketing, session replay, chat analytics, or similar technologies. You may accept or decline non-essential tracking technologies through our cookie consent banner or preference tool.

Strictly necessary technologies that are required to operate the Sites, provide security, remember privacy choices, or deliver requested functionality may operate without consent.

For visitors in jurisdictions where prior consent is required, REDW configures non-essential analytics, advertising, CRM/marketing, and similar tracking technologies so they do not load, set cookies, or transmit information until the visitor has provided consent through the cookie banner or preference tool.

REDW does not intend for non-essential analytics, advertising, or similar third-party tracking technologies to collect the contents of your form submissions, message text, search queries, or other user-entered content before you have provided any consent required by applicable law. REDW configures and reviews its website technologies to reduce the risk that user-entered content is transmitted to non-essential third-party tracking tools without appropriate consent.

Additional Collection of Data:

REDW may also receive your personal information indirectly from the following sources:

  • Purchased or granted third party email lists.
  • In person events such as conferences, conventions, luncheons, or individual social interactions.
  • Third-party platforms and portals that we use to deliver or support our services (for example, tax preparation, accounting, document-sharing, e-commerce or online storefront platforms such as Shopify, or client portal providers), to the extent permitted by their privacy notices and our agreements with them.

How We Use Your Information

We use your personal information for the following purposes:

  • Service Delivery: To respond to your inquiries, provide the services you request (including through third-party platforms and portals we use to deliver or support our services), deliver content or information you sign up to receive, and fulfill our contractual and professional obligations to you
  • Business Operations: To operate our firm, improve our services and Sites, maintain and develop client and prospective client relationships (including where clients engage us through third-party platforms or portals), and comply with legal and professional requirements
  • Legal Compliance: To meet our obligations under federal and state law, including tax regulations, financial reporting requirements, and professional standards applicable to accounting and financial advisory firms

Marketing Communications and Your Choices

We may send you marketing communications (such as newsletters, event invitations, and industry insights) if you have:

  • Submitted a form requesting information, services, or content from us
  • Provided your business card or contact information at an event, conference, or meeting
  • Are a current or former client receiving information about our services (including clients who engage us through third-party platforms or portals)
  • Otherwise expressed interest in receiving communications from us

Your Right to Opt Out: You may opt out of marketing communications at any time by:

  • Clicking “unsubscribe” in any marketing email
  • Contacting us at marketingdepartment@redw.com or 1-888-602-REDW (7339)
  • Writing to us at: 8801 Horizon Blvd NE, Suite 401, Albuquerque, NM 87113

We will process your opt-out request within 10 business days. Please note that you may continue to receive transactional or service-related communications (such as engagement letters, billing notices, or information necessary to perform our services) even after opting out of marketing.

Third-Party Sources: If we obtain your contact information from a third-party source (such as a third-party email list, event organizer, or a third-party platform or portal used to provide or support our services), we will provide you with clear notice and an opportunity to opt out in our first communication to you.

How We Share Your Information

We share your information with:

  • REDW Affiliates: We may share information with REDW Wealth LLC and other affiliated entities within the REDW family of companies when relevant to your services or relationship with us
  • Service Providers: We work with third-party service providers who perform business functions on our behalf, including:
    • Customer relationship management (Hubspot)
    • Email communication platforms
    • IT infrastructure and security providers
    • Professional advisors (legal, audit, consulting)

These providers are contractually required to protect your information and use it only for the specific purposes we authorize.

Legal Requirements: We may disclose information when required by law, regulation, legal process, or governmental request

We do not sell your personal information. We do not rent, lease, or sell your contact information to third parties for their own marketing purposes.

How Long We Keep Your Information

We retain your personal information for as long as necessary to fulfill the purposes described in this policy, unless a longer retention period is required or permitted by law or professional standards:

Marketing contacts: Until you unsubscribe

Client records: 7 years after engagement ends (in accordance with  professional requirements)

Legal or regulatory requirements: As long as required by applicable law

After the applicable retention period, we securely delete or anonymize your information.

Cookies

Cookies are text files placed on your computer or device to collect standard Internet log information and visitor behavior information. When you visit our Sites, we may collect information from you automatically through cookies or similar technologies.

For further information, visit allaboutcookies.org.

How do we use cookies?

REDW uses cookies in a range of ways to improve your experience on our Sites, including:

  • Keeping you signed in
  • Improve performance while using the website
  • Understanding how you use our website

What types of cookies do we use?

There are a number of different types of cookies; our Sites use, among others:

Strictly Necessary Technologies: Used to operate the Sites, maintain security, prevent fraud, remember privacy choices, and provide requested functionality. These technologies cannot be disabled through our cookie banner.

Analytics Technologies: These are used to understand how visitors interact with the Sites, measure traffic, identify pages visited, improve performance, and generate aggregated usage statistics.

CRM and Marketing Technologies: These are used to manage communications with visitors who submit forms, request content, register for events, or otherwise interact with REDW, including through customer relationship management tools.

Functionality – REDW uses these cookies so that we recognize you on our website and remember your previously selected preferences. These could include what language you prefer and location you are in. A mix of first-party and third-party cookies are used.

Advertising and Measurement – REDW may use these technologies to collect information about your visit to our website, the content you viewed, the links you followed, and information about your browser, device, and IP address, in order to measure marketing campaigns and, where enabled and permitted by law, support advertising or remarketing activities. Some privacy laws define “sale,” “sharing,” or “targeted advertising” broadly to include certain disclosures of online identifiers, cookie IDs, device information, browsing activity, or similar information to advertising or analytics partners. To the extent REDW’s use of advertising or measurement technologies constitutes “sharing” or targeted advertising under applicable law, you may opt out through our cookie preference tool or any “Do Not Sell or Share My Personal Information” mechanism made available on our Sites.

How to manage cookies

You can manage cookies and similar technologies through our cookie banner or cookie preference tool where available. You may accept, reject, or change preferences for non-essential categories such as analytics, advertising, functional/personalization, and CRM/marketing technologies. You can also set your browser not to accept cookies or to alert you when cookies are being set; however, browser settings may not control all non-cookie technologies, and certain features of our Sites may not function properly if cookies are disabled.

Third-Party Website Technologies

Depending on your consent choices and the configuration of our Sites, REDW may use third-party technologies such as analytics providers, advertising and measurement providers, CRM and marketing automation providers, embedded-form providers, chat or scheduling providers, and security or performance providers. These providers may process information such as device information, browser information, IP address, pages visited, referring URLs, interaction data, cookie identifiers, and information you submit through website forms where necessary to provide requested functionality or communications.

REDW may maintain records of your cookie and tracking preferences, including the categories accepted or rejected, the date and time of your selection, the applicable policy or banner version, and related technical information necessary to honor and document your choices.

Privacy policies of other websites

REDW’s Sites may contain links to other websites or online platforms. Our Privacy Policy applies only to our Sites and to personal information once it is in REDW’s possession or under our control. The collection and use of your information by any other website or platform, including third-party portals you may use to access our services, is governed by those providers and that website’s own privacy policy. If you leave REDW’s Sites or interact directly with a third-party platform, that platform’s privacy policy and technology settings may apply. If REDW embeds or configures third-party technologies on REDW-controlled Sites, REDW addresses those technologies as described in this Privacy Policy and, where required, through our cookie consent controls.

Your Privacy Rights

Depending on your state of residence, you may have certain rights regarding your personal information:

  • Right to Know: You may request information about the categories and specific pieces of personal information we have collected about you
  • Right to Delete: You may request deletion of your personal information, subject to certain exceptions
  • Right to Opt Out: You may opt out of the sale or sharing of personal information, targeted advertising, and certain non-essential cookies or similar tracking technologies where required by applicable law. REDW does not sell personal information for money.
  • Right to Correct: You may request correction of inaccurate personal information
  • Right to Non-Discrimination: You have the right to not receive discriminatory treatment for exercising your privacy rights

To exercise these rights, please contact us as set forth below.

REDW will make all reasonable and practical efforts to comply with your request, so long as our doing so would be consistent with applicable law, REDW’s contractual requirements, and/or the professional standards applicable to REDW.

We will respond to your request within the timeframe required by applicable law. We may need to verify your identity before processing your request.

Changes to our privacy policy

REDW keeps its privacy policy under regular review and places any updates on this web page. This privacy policy was last updated on the date set forth above.

How to contact us

If you have any questions about REDW’s privacy policy, the personal information we hold about you, or you would like to exercise one of your privacy rights, please do not hesitate to contact us.