Privacy Policy

Last Updated: 8/11/2025

At Carter Morse & Goodrich, we are committed to protecting your personal information. This Privacy Statement outlines how we collect, use, and share your data, including information gathered through our website or other electronic means.

Customer information received by the Firm can only be used for the purpose for which it was shared and can not be re-disclosed or re-used beyond such purpose. 

 What Personal Information We Collect

If we have an existing relationship with you, and we can identify you from information obtained or provided by your use of the site, we may associate those sets of information, for example to enable us to respond to a query you have submitted.

We may collect the following types of personal information:

• Full name, address, and contact details (email, phone number)
• Information submitted via website forms, live chat, or customer service channels
• Website activity, including:
  • IP address, browser type, operating system, and device information
  • Pages visited, duration of visit, and clickstream data
  • Cookies and similar tracking technologies (used for analytics and personalization)

 How Personal Information Is Used

We’ll only use your information where we have your consent, or we have another lawful reason for using it. Your personal information may be used to:

• Comply with legal and regulatory requirements
• Detect and prevent misuse or abuse of data or our services
• Respond to inquiries and customer service requests
• Ensure security and detect fraud
• Analyze website usage to improve performance, usability, and service offerings

How long we keep your information:

We keep your information in line with our data retention policy to comply with regulatory or legal requirements or where we may need it for our legitimate purposes, i.e. to help us respond to queries or complaints, fighting fraud and financial crime, responding to requests from regulators, etc. If we don’t need to retain information we may destroy, delete or anonymize it more promptly.

How We Keep Your Information Secure

We use a range of measures to keep your information safe and secure which may include encryption and other forms of security. We require our staff and any third parties who carry out any work on our behalf to comply with appropriate compliance standards including obligations to protect any information and applying appropriate measures for the use and transfer of information.

Who Personal Information Is Shared With

The Firm and its employees will not disclose or share any nonpublic personal information relating to any of the Firm’s current or former individual consumers or customers except as permitted by law and as set forth below: 

• upon the prior consent of the consumer or customer; 
• with the regulatory authorities and law enforcement officials who have jurisdiction over the Firm or if the Firm is required to do so by U.S. or other applicable law; 
• to protect against fraud; 
• with authorized service providers who assist in our operations (such as the Firm’s accountants, attorneys and auditors) under strict confidentiality
• with affiliates, including Carter Capital Corporation, only on an as needed basis, under strict confidentiality

SMS

By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Carter Morse & Goodrich, Inc.. This includes SMS messages for conversations (external). Message frequency varies. Message and data rates may apply. See privacy policy at https://www.cartermorse.com/privacy-policy/. Message HELP for help. Reply STOP to any message to opt out.

We do not sell your personal information. SMS consent is not shared with third parties or affiliates.

You remain in control of your personal data. To learn more, please contact us at 99 Harbor Road, Southport CT 06890 or visit www.cartermorse.com.