cgmoneta.com Privacy Policy  

Effective Date: August 28, 2026
 Last Updated: August 28, 2026

C&G Moneta LLC dba CG Moneta Consulting ("CG Moneta," "CGM," "we," "us," or "our") respects your privacy and is committed to protecting the information entrusted to us.

This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit www.cgmoneta.com (the "Site"), submit information through the Site, subscribe to our communications, access password-protected areas of the Site, or otherwise interact with us online.

CG Moneta operates throughout the United States and may interact with agents, representatives, referral partners, prospective clients, clients, business contacts, and website visitors located in multiple jurisdictions. Privacy rights and obligations may vary depending on an individual's state of residence, the context in which information is collected or processed, and applicable law.

By using the Site or voluntarily providing information to us, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

We may collect information that you voluntarily provide to us, information provided to us by authorized agents, representatives, referral partners, clients, prospective clients, or other business contacts, and certain information collected automatically when you use the Site.

Information You or Others Provide to Us

Depending on the nature of the interaction, we may receive information about you, your organization, or another business or professional contact, including:

  • Name;
  • Business or organization name;
  • Job title or professional role;
  • Email address;
  • Telephone number;
  • Mailing or business address;
  • Information submitted through contact or inquiry forms;
  • Information provided when subscribing to newsletters or other communications;
  • Information submitted by authorized CG Moneta agents, representatives, or referral partners through password-protected portions of the Site, including client intake and prospective-client information;
  • Information concerning a prospective or existing business relationship, referral, introduction, or opportunity; and
  • Other information voluntarily provided when communicating or doing business with us.

Please do not submit protected health information (PHI), patient information, Social Security numbers, financial account information, medical information about an individual, or other sensitive personal information through general website forms unless specifically requested by CG Moneta and an appropriate method for transmitting that information has been provided.

Information Collected Automatically

When you visit the Site, certain information may be collected automatically through cookies, analytics technologies, server logs, and similar technologies. Depending on the technologies and settings in use, this information may include:

  • Internet Protocol (IP) address;
  • Browser type;
  • Device type;
  • Operating system;
  • Approximate geographic location derived from technical information such as an IP address;
  • Referring website or source;
  • Pages viewed;
  • Links clicked;
  • Date and time of access;
  • Time spent on pages; and
  • Other website usage and interaction information.

We primarily use this information to understand how visitors use the Site, maintain and improve website functionality, evaluate website performance, improve our content and services, and protect the security and integrity of the Site.

2. Sources of Personal Information

Depending on how you interact with CG Moneta, we may obtain personal information from the following categories of sources:

  • Directly from you when you communicate or interact with us;
  • Through contact, inquiry, newsletter subscription, and other forms available through the Site;
  • From authorized CG Moneta agents, representatives, referral partners, and strategic partners;
  • From prospective and existing clients and other business contacts;
  • Through client intake forms and other authorized business-development processes;
  • Automatically through your interaction with the Site, including through cookies, analytics technologies, server logs, and similar technologies;
  • From service providers that support our website, communications, analytics, customer relationship management, and business operations;
  • From business partners involved in providing, evaluating, coordinating, or facilitating services or solutions; and
  • From publicly available business and professional sources, where appropriate.

The source of information may vary depending on the nature of the relationship or interaction.

3. Business and Professional Information

CG Moneta primarily operates in a business-to-business environment. As a result, certain information we collect and process relates to individuals acting in a business or professional capacity, such as executives, employees, agents, consultants, referral partners, representatives, prospective clients, clients, and other professional contacts.

Privacy rights applicable to information collected or processed in a business or professional context vary by jurisdiction.

Where applicable privacy law provides rights concerning such information, CG Moneta will address qualifying requests in accordance with applicable requirements.

4. Password-Protected Areas and Agent Client Intake Information

Certain portions of the Site are password protected and available only to authorized CG Moneta agents, representatives, referral partners, or other approved users.

Authorized users may submit client intake forms and related business information through these areas. Information submitted through the client intake process may include:

  • The submitting agent's or referral partner's name, company, telephone number, email address, and related business information;
  • The names of additional referral partners involved in an opportunity;
  • The name, address, website, industry, organizational type, and other business characteristics of a prospective client or referred organization;
  • The name, professional title, business email address, and business telephone number of an executive or other business contact associated with a prospective client or referred organization;
  • The CG Moneta service or solution in which the organization may have an interest;
  • General organizational information, such as estimated annual revenue, number of employees, healthcare organization type, or practice specialty, where applicable;
  • Information regarding the submitting party's business or professional relationship with the prospective client or contact;
  • Information concerning prior communications, scheduled meetings, referral status, and whether the prospective client or contact has consented to being contacted; and
  • Notes or other business context voluntarily provided in connection with the prospective opportunity.

CG Moneta uses information submitted through password-protected areas for legitimate business purposes, including evaluating and managing prospective client opportunities, coordinating introductions and business-development activities, administering agent and referral relationships, assigning and tracking prospective opportunities, preventing conflicting or duplicate submissions, maintaining appropriate business records, communicating with prospective clients and business contacts, and providing or facilitating requested services.

Authorized users who submit information concerning another individual or organization are responsible for ensuring that they have an appropriate business purpose and authority to provide that information to CG Moneta. Where the client intake form asks whether a referred contact has consented to being contacted, users should accurately identify the applicable consent or introduction status.

The client intake process is intended for business and professional information. Users should not submit protected health information (PHI), patient information, Social Security numbers, financial account information, medical information about an individual, or other sensitive personal information through the client intake form unless specifically requested by CG Moneta through an appropriate secure process.

5. How We Use Information

We may use information collected through the Site or otherwise provided to us to:

  • Respond to inquiries and requests;
  • Communicate with prospective and existing clients, agents, referral partners, strategic partners, and other business contacts;
  • Provide information about CG Moneta's services and solutions;
  • Follow up regarding services, solutions, opportunities, or other matters that may be relevant to an inquiry or business relationship;
  • Send newsletters, updates, educational information, and other marketing communications;
  • Process and manage client intake submissions;
  • Administer agent, referral, and business-development activities;
  • Evaluate prospective business relationships and opportunities;
  • Coordinate introductions between appropriate parties;
  • Provide, coordinate, and improve our services;
  • Operate, maintain, secure, and improve the Site;
  • Analyze website traffic, usage, and performance;
  • Maintain appropriate business and administrative records;
  • Protect against fraud, misuse, unauthorized activity, or security threats;
  • Comply with applicable laws, regulations, legal processes, and governmental requests;
  • Establish, exercise, or defend legal rights; and
  • Carry out other legitimate business purposes consistent with the context in which the information was provided.

6. Marketing Communications and Newsletter Subscriptions

If you provide your contact information to CG Moneta, subscribe to our newsletter or other communications, request information, submit an inquiry, or otherwise engage with us, we may use your contact information to communicate with you about CG Moneta services, solutions, news, educational content, business developments, and other information we believe may be relevant to you or your organization.

You may unsubscribe from marketing emails at any time by using the unsubscribe mechanism included in applicable communications or by contacting us at info@cgmoneta.com.

Even if you opt out of marketing communications, we may continue to send non-promotional communications when appropriate, such as responses to inquiries, communications concerning an existing business relationship, administrative notices, or other service-related communications.

7. Cookies and Similar Technologies

The Site may use cookies and similar technologies to support website functionality, understand website usage, remember preferences where applicable, maintain security, measure website performance, and improve the visitor experience.

Cookies are small data files stored on or associated with your device when you visit a website. Some cookies may be necessary for the Site to function properly, while others may assist with analytics and performance measurement.

Most web browsers allow you to control or disable cookies through browser settings. Depending on your location and applicable law, additional cookie or privacy controls may also be made available through the Site.

Disabling certain cookies may affect the functionality or performance of portions of the Site.

8. Google Analytics

We use Google Analytics, a web analytics service provided by Google, to help us understand how visitors interact with the Site.

Google Analytics uses technologies such as cookies and similar identifiers to collect and process information about website usage. Depending on the configuration and technologies in use, information processed in connection with Google Analytics may include device and browser information, website interactions, pages viewed, referral sources, approximate geographic information, and other usage information.

We use information provided through Google Analytics to evaluate website performance, understand how visitors interact with our content, improve website navigation and functionality, and enhance the effectiveness of the Site and our communications.

Google processes information collected through Google Analytics in accordance with its applicable terms, policies, and privacy practices. Google provides additional information regarding how it uses information from sites and applications that use its services, as well as privacy controls that may be available to users.

9. Sale of Personal Information, Targeted Advertising, and Future Advertising Technologies

CG Moneta does not currently sell personal information or process personal information for targeted advertising as those terms are defined under applicable comprehensive state privacy laws.

CG Moneta also does not currently use the Site to conduct behavioral advertising or retargeting campaigns.

We may use advertising, conversion-measurement, audience-measurement, or retargeting technologies in the future, including technologies offered by platforms such as Google, LinkedIn, Meta, or other advertising and marketing providers.

Before or in connection with implementing technologies that materially change the types of personal information collected, the purposes for which personal information is processed, or the privacy choices available to individuals, CG Moneta will update its disclosures and implement applicable consent mechanisms, opt-out methods, recognition of qualifying universal opt-out mechanisms, or other privacy controls where required by applicable law.

If our practices concerning the sale of personal information or targeted advertising change, we will update this Privacy Policy and provide applicable privacy choices as required by law.

10. How We May Disclose Information

CG Moneta does not sell personal information in exchange for monetary consideration.

We may disclose information to third parties when reasonably necessary to operate our business, provide or facilitate services, maintain the Site, or fulfill the purposes described in this Privacy Policy.

These parties may include:

  • Website hosting and technology providers;
  • Website analytics providers;
  • Email and communications platforms;
  • Customer relationship management and business-management providers;
  • Professional advisors, including attorneys, accountants, consultants, and other advisors;
  • Service providers and business partners involved in evaluating, coordinating, or delivering services or solutions; and
  • Other vendors that perform services on our behalf.

We may also disclose information when we reasonably believe disclosure is necessary to:

  • Comply with applicable law, regulation, subpoena, court order, governmental request, or other legal process;
  • Protect or enforce our rights, agreements, or property;
  • Investigate suspected fraud, misuse, unauthorized activity, or security incidents;
  • Protect the safety or security of CG Moneta, our users, clients, business partners, or others; or
  • Establish, exercise, or defend legal claims.

If CG Moneta is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction, information may be disclosed or transferred as part of that transaction, subject to applicable law.

11. Third-Party Websites and Services

The Site may contain links to websites, platforms, services, or resources operated by third parties.

CG Moneta does not control the privacy, security, content, or data practices of third-party websites and services. This Privacy Policy applies only to information collected by or on behalf of CG Moneta as described herein.

We encourage visitors to review the privacy policies and terms applicable to third-party websites and services before providing personal information to them.

12. Data Security

CG Moneta uses reasonable administrative, technical, and organizational safeguards designed to protect information under our control from unauthorized access, disclosure, alteration, misuse, or destruction.

Password-protected areas of the Site are intended to limit access to authorized users. Authorized users are responsible for protecting their usernames, passwords, and other authentication credentials and should not share those credentials with unauthorized individuals.

No website, electronic transmission, or information-storage system can be guaranteed to be completely secure. Accordingly, while we take reasonable measures to safeguard information, we cannot guarantee absolute security.

13. Data Retention

We retain information for as long as reasonably necessary to fulfill the purposes for which it was collected, maintain appropriate business records, administer existing or prospective business relationships, comply with legal and regulatory obligations, resolve disputes, enforce agreements, and protect our legitimate business interests.

Retention periods may vary depending on the nature of the information, the purpose for which it was collected, the nature of the business relationship, and applicable legal or business requirements.

When information is no longer reasonably required for these purposes, we may delete, anonymize, or otherwise dispose of it in accordance with our applicable practices and legal obligations.

14. U.S. State Privacy Rights and Choices

Depending on your state of residence, the capacity in which you interact with CG Moneta, and applicable law, you may have certain rights concerning personal information maintained about you.

Where provided by applicable law, these rights may include the ability to:

  • Confirm whether we are processing personal information concerning you;
  • Request access to certain personal information we maintain about you;
  • Request correction of inaccurate personal information;
  • Request deletion of certain personal information;
  • Obtain a copy of certain personal information in a portable and, where required, readily usable format;
  • Opt out of the sale of personal information, where applicable;
  • Opt out of processing of personal information for targeted advertising, where applicable;
  • Opt out of certain profiling or automated decision-making activities where applicable;
  • Limit or withdraw consent for certain processing where provided by applicable law; and
  • Appeal certain decisions concerning a privacy request where applicable law provides such a right.

CG Moneta does not currently sell personal information or process personal information for targeted advertising as described in Section 9.

Privacy rights vary by jurisdiction and may be subject to exceptions, limitations, verification requirements, exemptions, and other conditions under applicable law. Certain state privacy laws may also treat information concerning individuals acting in a business or professional capacity differently from information concerning individuals acting in a personal or household capacity.

Submitting a Privacy Request

To submit a privacy-related request, please email info@cgmoneta.com and provide sufficient information for us to understand and process your request.

We may take reasonable steps to verify your identity and authority before processing a request. The information required for verification will depend on the nature of the request and the information involved.

Where permitted by applicable law, an authorized agent may submit a request on your behalf, subject to appropriate verification of the agent's authority and, where required, your identity.

We will respond to verified privacy requests within the time required by applicable law.

Appeals

If applicable law provides you with a right to appeal our decision concerning a privacy request, you may submit an appeal by emailing info@cgmoneta.com with "Privacy Appeal" in the subject line and providing sufficient information to identify the original request and the decision you wish to appeal.

We will review and respond to qualifying appeals in accordance with applicable law.

Non-Discrimination

CG Moneta will not unlawfully discriminate against an individual for exercising a privacy right provided by applicable law.

You may also unsubscribe from marketing emails at any time through the unsubscribe mechanism provided in applicable communications.

15. Universal Opt-Out Mechanisms

Certain U.S. state privacy laws may provide qualifying individuals with the ability to communicate privacy preferences through recognized universal opt-out mechanisms or browser-based signals.

CG Moneta does not currently sell personal information or process personal information for targeted advertising as described in this Privacy Policy.

If CG Moneta begins engaging in activities for which applicable law requires recognition of a qualifying universal opt-out mechanism, we will implement appropriate technical and operational measures to recognize and process such signals as required by applicable law.

16. Children's Privacy

The Site and CG Moneta's services are intended for businesses and professionals and are not directed to children under the age of 13.

We do not knowingly solicit or collect personal information from children under 13 through the Site. If we become aware that personal information from a child under 13 has been submitted to us without appropriate authorization, we will take reasonable steps to delete the information as appropriate.

17. International Visitors

CG Moneta is based in the United States and primarily conducts business within the United States. Information collected through the Site may be processed or stored in the United States or in other jurisdictions in which our service providers operate.

If you access the Site from outside the United States, you understand that information may be transferred to and processed in jurisdictions whose privacy and data-protection laws may differ from those applicable in your country of residence.

Where applicable law provides additional privacy rights or protections, CG Moneta will address applicable requests and obligations in accordance with those requirements.

18. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our website, business practices, technologies, services, privacy practices, or applicable legal requirements.

When we make changes, we will update the Last Updated date at the top of this Privacy Policy.

If changes materially affect how we collect, use, or disclose personal information, or materially affect applicable privacy choices, we may provide additional notice or obtain consent where appropriate or required by applicable law.

We encourage visitors to review this Privacy Policy periodically.

19. Contact Us

If you have questions about this Privacy Policy, our privacy practices, information you have provided to us, or would like to submit a privacy-related request, please contact:

C&G Moneta LLC dba CG Moneta Consulting
112 Giffordtown Lane, Unit 269
Little Egg Harbor, NJ 08087
Email: info@cgmoneta.com

Last Updated: August 28, 2026