Cookie Notice

This Cookie Notice explains how Whitmore Sterling & Co., Inc. ("Whitmore Sterling," the "Company," "we," "us," or "our") uses cookies, pixels, tags, analytics tools, local storage, software development kits, server logs, and similar technologies (collectively, "Cookies and Similar Technologies") on our website, webpages, forms, payment pages, intake workflows, sample-report pages, downloadable materials, and related online services.

This Cookie Notice should be read together with our Privacy Policy, Website Disclaimer and Valuation Services Disclosure, Refund & Cancellation Policy, Engagement Letter and Client Services Agreement, and any applicable Confidentiality and Non-Disclosure Agreement.

1. What Cookies and Similar Technologies Are

Cookies are small text files that are stored on your browser or device when you visit a website. Cookies can help websites operate, remember preferences, support security, analyze traffic, measure marketing performance, and understand how visitors interact with pages and forms. Similar technologies may include pixels, tags, scripts, local storage, session storage, device identifiers, server logs, analytics tools, and other technologies that collect or store information about your browser, device, or website activity.

2. Why We Use Cookies and Similar Technologies

A. Strictly Necessary Cookies. These technologies are needed for the website to function and cannot reasonably be disabled through our cookie tools. They may be used to operate the website, load pages, maintain security, prevent fraud, support checkout and payment workflows, support form submissions, maintain session integrity, and remember privacy or cookie preferences.

B. Functional Cookies. These technologies help improve website functionality and user experience. They may be used to remember certain preferences, support scheduling tools, assist form completion, and remember non-sensitive user choices.

C. Analytics and Performance Cookies. These technologies help us understand how visitors use our website and how our pages, forms, sample reports, pricing pages, and checkout workflows perform. They may collect information such as pages visited, referring pages, time spent on pages, approximate location derived from IP address, browser type, device type, clickstream activity, form interaction information, and website performance information.

D. Referral, Attribution, and Sales Tracking Cookies. If you are referred to us by a sales consultant, referral partner, professional advisor, affiliate, marketing source, or other third party, we may use Cookies and Similar Technologies to help track referral source and attribution. These technologies are not intended to disclose confidential valuation materials, financial records, tax records, client deliverables, or uploaded documents to referral sources.

E. Advertising, Measurement, and Targeted Advertising Technologies. We may use advertising, measurement, or marketing technologies to understand website activity, measure marketing effectiveness, improve content strategy, or support targeted advertising or retargeting. To the extent our use constitutes "targeted advertising" or a similar regulated activity under applicable state privacy law, we will provide required notices and opt-out mechanisms.

3. How to Manage Cookies

You may manage cookies through your browser settings. Most browsers allow you to block or delete cookies, or to receive a warning before a cookie is stored. Please note that if you disable cookies, some website features, forms, checkout functions, or security tools may not work properly.

You may also use available opt-out mechanisms provided by analytics or advertising providers. For analytics, you may be able to opt out through browser add-ons or platform-specific opt-out tools provided by analytics providers.

To the extent required by applicable law, we may provide additional cookie management tools or preference signals on our website.

4. Analytics Providers

We may use analytics providers to help understand website usage and improve our services. These providers may use cookies and similar technologies to collect information about your use of the website. You may be able to opt out of certain analytics data collection through tools provided by those analytics providers.

5. Payment and Checkout Technologies

Our payment pages and checkout workflows may use cookies, session technologies, and security tools that are strictly necessary for payment processing, fraud prevention, checkout attribution, referral tracking, and session integrity. These technologies may be set by us or by our payment processor or checkout platform.

6. Do Not Track and Global Privacy Controls

Some browsers or devices may transmit "Do Not Track" signals. Because there is no uniform industry standard for responding to such signals, our website may not respond to all Do Not Track signals. If applicable law requires recognition of certain opt-out preference signals or global privacy controls, we will comply to the extent required by such law and applicable to our business.

7. Changes to This Cookie Notice

We may update this Cookie Notice from time to time. The updated version will be posted on our website with a revised "Last Updated" date. Changes are effective when posted unless otherwise stated.

8. Contact Us

If you have questions about this Cookie Notice, please contact us at:

Whitmore Sterling & Co., Inc.
55 Water St, 51st Floor
New York, NY 10041
Email: charlie@whitmoresterlingco.com