Privacy Policy

Last updated: July 2026

Your Privacy Matters

Remis & Merius ("R&M," "we," "our," or "us") respects your privacy. This Privacy Policy explains what information we collect when you visit remismerius.com or engage with our services, how we use it, and the rights you have regarding your personal information.

By using our website or submitting information through it, you acknowledge that you have read and understood this Privacy Policy.

1. Information We Collect

We collect information you provide directly to us and information collected automatically when you interact with our website.

Information you provide may include:

  • Name, email address, phone number, and other contact details submitted through consultation booking forms, webinar registrations, SMS opt-in forms, or contact requests.
  • Business information you choose to share, including approximate income range, entity structure, and current advisory situation, when submitted through qualification forms.
  • Communications you send to us, including emails, voicemails, SMS/text messages, and messages submitted through our website.

Information collected automatically may include:

  • Device and browser information, including IP address, browser type, operating system, and device identifiers.
  • Usage data, including pages visited, time spent on pages, referring website, and interactions with site content.
  • Cookies and similar tracking technologies, as described in Section 5 below.

2. How We Use Your Information

We use the information we collect to:

  • Respond to inquiries and schedule consultations.
  • Deliver requested services, including advisory engagements, webinars, and educational content.
  • Send communications related to our services, including newsletters, scheduling confirmations, appointment reminders, consultation follow-ups, advisory updates, account notifications, and other service-related messages.
  • Send SMS/text messages when you have opted in to receive them.
  • Improve our website, services, and client experience.
  • Comply with legal obligations and protect our legal rights.

3. SMS/Text Messaging Terms

By opting in to SMS from a web form, appointment form, contact form, or other medium, you agree to receive SMS/text messages from Remis & Merius. These messages may include conversational messages, appointment reminders, consultation follow-ups, service updates, account notifications, and other communications related to your inquiry or relationship with Remis & Merius.

  • Message frequency may vary. Message and data rates may apply.
  • To opt out at any time, reply STOP to any message. After you reply STOP, you will no longer receive SMS messages from us unless you opt in again.
  • For assistance, reply HELP or contact us at info@remismerius.com or (602) 806-6810.
  • You may also visit remismerius.com to review our Privacy Policy and Terms & Conditions.
  • Consent to receive SMS messages is not a condition of purchasing any goods or services.
  • SMS opt-in data and consent will not be sold, rented, or shared with third parties for their marketing or promotional purposes.

4. How We Share Your Information

We do not sell your personal information. We share information only with the following categories of recipients:

  • Service providers who support our business operations, including our website platform, customer relationship management system, scheduling software, payment processors, email service providers, SMS/text messaging providers, phone system providers, and analytics providers. These providers are contractually limited to using your information only for the services they provide to us.
  • Professional advisors, including attorneys, accountants, and consultants, when necessary to operate our business or comply with legal requirements.
  • Legal authorities, when required by law, court order, or government regulation, or when necessary to protect our rights, property, or safety.
  • Successor entities, in the event of a merger, acquisition, or sale of business assets.

We do not share mobile phone numbers, SMS opt-in data, or SMS consent information with third parties or affiliates for marketing or promotional purposes.

5. Third-Party Platforms

Our website and operations rely on third-party platforms that may collect or process your information independently. These include, without limitation, our website host, customer relationship management system, scheduling tools, payment processors, email service providers, SMS/text messaging providers, phone system providers, and analytics providers.

Each platform maintains its own privacy practices. We encourage you to review the privacy policies of any third-party platform you interact with through our services.

5. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to operate the website, remember your preferences, analyze usage patterns, and support marketing efforts.

You can control cookies through your browser settings. Disabling cookies may affect certain website functionality. We may also use analytics services that collect aggregated, non-identifying information about how visitors interact with our website.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect the information we collect. However, no method of transmission over the internet or electronic storage is fully secure. We cannot guarantee absolute security of your information.

7. Data Retention

We retain personal information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. Retention periods vary based on the type of information and the purpose for which it was collected.

9. Your Rights

Depending on your jurisdiction, you may have rights regarding your personal information, including the right to:

  • Request access to the personal information we hold about you.
  • Request correction of inaccurate or incomplete information.
  • Request deletion of your personal information, subject to legal exceptions.
  • Opt out of marketing communications by following the unsubscribe instructions in any marketing email or contacting us directly.
  • Opt out of SMS/text messages by replying STOP to any message.
  • Request a copy of your information in a portable format.

California Residents: Under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), you have additional rights, including the right to know what personal information is collected, the right to delete personal information, the right to opt out of the sale or sharing of personal information, and the right to non-discrimination for exercising these rights. We do not sell personal information.

To exercise any of these rights, contact us using the information in Section 13. We may need to verify your identity before responding to your request.

10. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected information from a child, we will delete it.

11. Do Not Track

Some browsers transmit "do not track" signals. Because there is no consistent industry standard for responding to these signals, our website does not currently respond to them.

12. Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by a revised "Last updated" date. Material changes will be communicated through the website or other appropriate means. Your continued use of our website after changes are posted constitutes your acceptance of the updated policy.

13. Contact Us

If you have questions about this Privacy Policy or our privacy practices, contact us at:

Remis & Merius

2 N Central Ave STE 1800
Phoenix, AZ 85004

Email: info@remismerius.com

Phone: (602) 806-6810