1. Introduction and Scope

This Website Privacy Policy (“Policy”) describes how Pacific Capital Wealth Advisors, Inc.  (“Pacific Capital,” “we,” “us,” or “our”) collects, uses, and shares information in connection with your use of www.pacificcapital.com and any related websites, landing pages, or online scheduling tools we operate that link to this Policy (collectively, the “Site”).

This Policy applies to visitors, prospective clients, and other individuals who interact with the Site. It does not apply to information we collect offline or through other means outside the Site.

2. How This Policy Relates to Our Client Privacy Notice

Pacific Capital is a registered investment adviser and, as such, provides existing and former advisory clients with a separate privacy notice describing how we handle nonpublic personal information under the Gramm-Leach-Bliley Act (GLBA) and SEC Regulation S-P (the “Client Privacy Notice”). The Client Privacy Notice governs the personal information we collect from clients in the course of providing investment advisory and financial planning services.

This Policy is separate from, and supplements, the Client Privacy Notice. This Policy addresses how we collect and use information through the Site itself — including from visitors who are not yet clients — such as browsing activity, cookies, contact-form submissions, and newsletter sign-ups. If you are an existing advisory client, both this Policy and the Client Privacy Notice apply to you, each governing the context described above. You can review our Client Privacy Notice at https://pacificcapital.com/privacy-policy/.

3. Information We Collect

 Information You Provide Directly

We collect information you choose to give us through the Site, including when you:

• Submit a contact, inquiry, or “schedule a conversation” form (e.g., name, email address, phone number, and any message you include);
• Sign up for our newsletter or other marketing communications (e.g., name and email address);
• Log in to a client portal we make available through the Site (e.g., login credentials and account-related information, which is otherwise governed by our Client Privacy Notice); or
• Otherwise correspond with us through the Site (e.g., a chat widget, if applicable).

1. Information Collected Automatically

When you visit the Site, we and our service providers automatically collect certain information about your device and browsing activity through cookies and similar tracking technologies, described further in Section 4 below. This may include your IP address, browser type, device identifiers, operating system, referring/exit pages, the pages you view, and the dates/times of your visits.

4. Cookies and Similar Tracking Technologies

The Site uses cookies, pixels, and similar tracking technologies (“cookies”) provided by us and by third-party service providers, including Google Analytics, Google Ads, and GoHighLevel/LeadConnector. We use these tools to understand how visitors use the Site (such as how many people visit and which pages they view) and to support our marketing efforts. We do not use these tools to sell your personal information.

Categories of Cookies

• Strictly Necessary / Essential Cookies — required for the Site to function (e.g., security, load balancing) and cannot be switched off.
• Analytics Cookies — help us understand Site traffic and usage (e.g., Google Analytics).
• Advertising Cookies — used to measure and deliver advertising (e.g., Google Ads).
• Functional / Marketing Cookies — support lead-capture and marketing tools (e.g., GoHighLevel/LeadConnector).

Your Consent Choices

When you first visit the Site, a consent banner will ask whether you agree to non-essential cookies (analytics, advertising, and functional/marketing cookies). Non-essential cookies and the tags associated with them will not run until you provide consent. You may change your cookie preferences at any time by clicking [“Cookie Preferences” / “Manage Cookies”] in the Site footer. Strictly necessary cookies do not require consent and cannot be disabled through this mechanism.

5. How We Use Your Information

We use the information described above to:

• Operate, maintain, and improve the Site;
• Understand aggregate Site traffic and visitor behavior;
• Respond to inquiries and schedule conversations with prospective clients;
• Send newsletters and marketing communications to those who sign up, and measure the effectiveness of our advertising;
• Provide access to and operate the client portal; and
• Comply with legal and regulatory obligations and protect against fraud or misuse of the Site.

6. How We Share Your Information

We do not sell your personal information. We may share information collected through the Site with:

• Service providers who help us operate the Site and our marketing (e.g., Google, GoHighLevel/LeadConnector), who are authorized to use the information only to provide services to us;
• Account custodians and other service providers, but only where necessary to service an existing client relationship (this sharing is otherwise governed by our Client Privacy Notice);
• Professional advisors (e.g., legal, compliance, or accounting) as needed; and
• Regulators or other parties where required by law or legal process.

7. Your Privacy Choices

• Cookie preferences: Adjust or withdraw consent to non-essential cookies at any time via
  You have loaded the Cookie Policy without javascript support. On AMP, you can use the manage consent button on the bottom of the page.
  .
• Marketing emails: Unsubscribe using the link included in any newsletter or marketing email we send, or by contacting us at the address in Section 10 below.
• General privacy questions: Contact us using the information in Section 10; we will respond to reasonable requests concerning the personal information we hold about you.

8. “Do Not Track” Disclosure

Some browsers offer a “Do Not Track” (DNT) signal. Because there is not yet a common industry standard for recognizing and honoring DNT signals, our Site does not currently respond to browser DNT signals. You can control tracking through the cookie preference tool described in Section 4.

9. Client Portal

If you access a client portal linked from the Site, your use of that portal and the account information displayed there is governed by our Client Privacy Notice, not this Policy. This Policy applies only to your general browsing of the Site (e.g., the portal's public login page) before you authenticate.

10. Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect information collected through the Site from unauthorized access, use, or disclosure. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

11. Data Retention

We retain information collected through the Site for as long as reasonably necessary for the purposes described in this Policy, or as required by applicable law or our regulatory obligations as a registered investment adviser.

12. Children's Privacy

The Site is not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13 through the Site.

13. Third-Party Links

The Site may contain links to third-party websites. This Policy does not apply to, and we are not responsible for, the privacy practices of any third-party website.

14. Changes to This Policy

We may update this Policy from time to time. We will post the revised Policy on the Site with an updated “Effective Date.” Material changes will be indicated by an updated banner, as appropriate.

15. Contact Us

If you have questions about this Policy or our privacy practices, please contact us at:

• 1861 California Ave Ste 101, Corona CA 92881
• aurielle@pacificcapital.com
• 844-777-8777