Legal
Privacy Policy
Last updated: July 2026
Poteat Legacy Group is built on discretion. This policy explains what we collect, why, and how we protect it.
Information We Collect
When you submit a form on this site, we collect the information you choose to provide — such as your name, email address, phone number, property details, and the circumstances you describe. We also collect standard technical information (browser type, pages visited, approximate location) through analytics tools.
How We Use It
We use your information to respond to your inquiry, evaluate the property or opportunity you describe, and — where you have consented — send follow-up communication by email or text message. We do not sell your personal information.
Property and financial details you share as part of a confidential review are treated as private and shared only with team members and professional partners directly involved in evaluating your situation.
Text Messaging (SMS)
If you check the SMS consent box on a form, you agree to receive occasional text messages from us about your inquiry. Message frequency varies; message and data rates may apply. Reply STOP at any time to opt out, or HELP for assistance. Consent to receive texts is not a condition of any purchase or service.
Cookies & Analytics
We use analytics services (such as Google Analytics and Meta Pixel) to understand how visitors use the site and to measure advertising. These tools may set cookies. You can control cookies through your browser settings.
Data Retention & Your Rights
We retain inquiry records for as long as needed to serve you and meet legal obligations. You may request access to, correction of, or deletion of your personal information at any time by contacting us at the address below.
Contact
Questions about this policy can be sent to kalei@poteatlegacygroup.com or (225) 505-9051.