Privacy Policy

Effective July 2026.

This policy explains what information Meridian Strategic Advisors collects through this website, how it is used, and the choices available to you.

What we collect. If you contact us through this site, we collect what you provide: your name, email address, telephone number, and anything you choose to include in your message. Our web host and analytics provider may also record standard technical data such as IP address, browser type, referring page, and time of visit.

How we use it. We use what you provide to respond to your inquiry, to evaluate whether we can assist you, and to communicate with you about a potential or existing engagement. Technical data is used to operate and improve the site.

What we do not do. We do not sell your personal information. We do not share it with third parties for their own marketing. We do not use it to build advertising profiles.

Who sees it. Information you submit is received by Benoit Lapointe. Service providers who host the site, deliver email, or provide analytics may process data on our behalf under their own terms. We may disclose information where required by law.

Confidentiality. Inquiries are treated as confidential from first contact. Nothing in this policy creates a fiduciary or attorney-client relationship, and no engagement exists until a written agreement is signed.

Retention. We keep inquiry correspondence for as long as it is needed for the purpose it was provided and for our business and legal records.

Your choices. You may ask us to confirm what information we hold about you, to correct it, or to delete it. Write to info@meridianstrategicadvisors.com and we will respond within a reasonable time.

Cookies and analytics. This site may use cookies and standard analytics to understand traffic. You can disable cookies in your browser and the site will still function.

Security. We take reasonable measures to protect information submitted through this site, but no method of transmission over the internet is completely secure. Please do not send confidential transaction documents through the website contact form.

Changes. We may update this policy. The effective date above shows when it was last revised.

Contact. Meridian Strategic Advisors, 2020 Main Street, 12th Floor, Irvine, CA 92614. +1 (949) 629-4199. info@meridianstrategicadvisors.com