Privacy Policy
At Clearstone Wealth Management, your privacy matters. We are committed to protecting your personal information and handling it with transparency, integrity, and care.
This Privacy Policy explains how we collect, use, and safeguard your information when you interact with us—whether by visiting our website, scheduling a conversation, or engaging our advisory services.
Information We Collect
- Name
- Email address
- Phone number
- Financial goals and investment preferences (shared voluntarily)
- IP address
- Browser type and device information
- Website usage data (via cookies or analytics tools)
How We Use Your Information
- Schedule and manage consultations
- Provide financial planning and investment advisory services
- Conduct portfolio reviews
- Communicate with you regarding your inquiries or services
- Improve our website and user experience
Our Commitment to You
- We do not sell your personal information
- We do not earn commissions from third parties
- We only collect what is necessary to serve you effectively
Sharing of Information
- With trusted service providers who assist in operating our business
- When required by law or regulatory obligations
- To protect our legal rights or prevent fraud
Data Security
We implement appropriate technical and organizational measures to protect your personal data from unauthorized access, disclosure, or misuse.
While no system is completely secure, we continuously monitor and improve our safeguards to keep your information protected.
Your Choices and Rights
- Request access to your personal information
- Request corrections or updates
- Request deletion of your data (where legally permitted)
- Opt out of communications at any time
Cookies and Tracking
Our website may use cookies or similar technologies to enhance your browsing experience and understand how visitors interact with our content.
You can modify your browser settings to decline cookies if you prefer.