Privacy Policy

When you request a consultation, we collect your name, email address, phone number and, if you choose to tell us, how you heard about us.

If you are a client with a login, we keep the account details needed to sign you in and the records we share with you in your client portal.

We use your information to reply to your request, schedule conversations, and serve you as a client. We do not sell your information.

We use trusted service providers to host this website, store records securely, send email, and book meetings. They handle your information only to provide those services to Upstream.

We keep your information only as long as we need it to serve you or to meet legal and business record-keeping requirements.

You can ask us to show you, correct or delete the information we hold about you. Contact us using the details below and we will respond promptly.

Upstream Group, LLC

2976 E State Street, Eagle, Idaho 83616

To ask a privacy question, or to see, correct or delete your information, email compliance@elephantandvale.com (Elephant & Vale, our website provider, handles privacy requests for us) or use the button below.

If we change this policy, we will post the new version on this page with a new "Last updated" date.