Privacy Policy

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Effective Date: July 14, 2026
Last Updated: July 14, 2026

CastlePath Advisory is operated by Woo Consulting Group LLC d/b/a CastlePath Advisory (“CastlePath,” “we,” “our,” or “us”). CastlePath Advisory is based in the State of Tennessee. This Privacy Policy explains how we collect, use, protect, and share information when you visit our website, contact us, download resources, book a consultation, submit a form, or use our services.

By using this website, you agree to the terms of this Privacy Policy.

We may collect information that you voluntarily provide to us, including:

• Name
• Company name
• Email address
• Phone number
• Website URL
• Business location
• Information submitted through contact forms, booking forms, discovery forms, or intake questionnaires
• Information related to your business, federal contracting goals, registrations, certifications, services, past performance, or opportunities of interest
• Messages, emails, attachments, or documents you choose to share with us

We may also collect basic technical information automatically when you visit our website, such as:

• IP address
• Browser type
• Device type
• Pages visited
• Referral source
• Date and time of visit
• General website usage activity

This information may be collected through website hosting tools, analytics tools, cookies, or similar technologies.

We may use collected information to:

• Respond to inquiries
• Schedule discovery calls or consultations
• Provide consulting, advisory, research, proposal-support, or related services
• Prepare client assessments, reports, recommendations, templates, or deliverables
• Send requested resources or follow-up communications
• Improve our website, services, marketing, and client experience
• Manage client relationships
• Process payments or invoices
• Maintain business records
• Comply with legal, regulatory, accounting, or contractual obligations
• Protect our rights, business operations, website, and clients

We do not use client information to make official government submissions unless authorized by the client and within the scope of an agreed service engagement.

CastlePath Advisory may receive business documents, capability statements, registration information, solicitation materials, proposal drafts, certifications, financial summaries, past performance details, or related information from prospective or active clients.

We use this information only for the purpose of evaluating, advising, supporting, or delivering the requested services. Clients are responsible for ensuring that information provided to CastlePath is accurate, lawful to share, and does not contain classified, restricted, export-controlled, or otherwise sensitive information unless expressly agreed in writing and handled through appropriate procedures.

CastlePath Advisory does not request or require classified information.

Our website may use cookies, tracking technologies, or analytics tools to understand website traffic, improve site performance, and evaluate user engagement.

You may adjust your browser settings to refuse cookies or alert you when cookies are being used. Some website features may not function properly if cookies are disabled.

If you submit your email address, we may use it to respond to your inquiry, send requested materials, follow up after a meeting, provide service-related updates, or share relevant CastlePath Advisory information.

You may request to stop receiving non-essential marketing communications at any time by contacting us at:

james@castlepathadvisory.com

We may still send necessary service-related, transactional, or administrative communications.

CastlePath Advisory does not sell personal information.

We may share information only in limited circumstances, including:

• With service providers that help operate our website, scheduling tools, email systems, payment processing, document storage, or business operations
• With professional advisors such as attorneys, accountants, or consultants when necessary
• When required by law, subpoena, court order, legal process, or government request
• To protect our legal rights, business interests, clients, website, or operations
• With the client’s consent or at the client’s direction

Any third-party service providers we use may have their own privacy policies and data practices.

We use reasonable administrative, technical, and organizational safeguards to help protect information submitted to us. However, no website, email system, cloud platform, or electronic transmission method is completely secure.

Clients should avoid sending highly sensitive information through unsecured email or website forms. If sensitive information must be exchanged, the client should notify CastlePath so appropriate handling methods can be discussed.

We retain information for as long as reasonably necessary to provide services, respond to inquiries, maintain records, comply with legal or accounting obligations, resolve disputes, enforce agreements, and support legitimate business purposes.

We may retain copies of emails, client files, project records, reports, and administrative documents as part of our normal business recordkeeping.

You may contact us to:

• Request access to information you previously provided
• Request correction of inaccurate information
• Request deletion of certain information, subject to legal, contractual, accounting, or business recordkeeping requirements
• Opt out of non-essential marketing communications
• Ask questions about this Privacy Policy

CastlePath Advisory
Woo Consulting Group LLC d/b/a CastlePath Advisory
State of Tennessee
Email: james@castlepathadvisory.com
Website: castlepathadvisory.com

Our website may contain links to third-party websites, including government websites, scheduling platforms, payment processors, social media pages, or resource links.

CastlePath Advisory is not responsible for the privacy practices, content, security, or policies of third-party websites. You should review the privacy policies of any third-party website you visit.

CastlePath Advisory’s website and services are intended for business users and are not directed to children under the age of 13. We do not knowingly collect personal information from children.

Depending on your location and applicable law, you may have certain privacy rights regarding your personal information. CastlePath Advisory will review and respond to reasonable privacy-related requests in accordance with applicable law.

Because CastlePath Advisory primarily provides business-to-business consulting services from the State of Tennessee, certain consumer privacy laws may not apply to every interaction. However, we aim to handle personal and business information responsibly and transparently.

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised “Last Updated” date.

Your continued use of the website after updates are posted means you accept the revised Privacy Policy.

For questions about this Privacy Policy or how your information is handled, contact:

CastlePath Advisory
Woo Consulting Group LLC d/b/a CastlePath Advisory
State of Tennessee
Email: james@castlepathadvisory.com
Website: castlepathadvisory.com