Our Commitment to Your Privacy

Stonevale Wealth Advisors, A Member of Advisory Services Network, LLC (“Stonevale,” “we,” “our,” or “us”) is committed to protecting the confidentiality and security of our clients’ nonpublic personal information.

Advisory services are offered through Stonevale Wealth Advisors, a Member of Advisory Services Network, LLC ('ASN'). ASN maintains policies and procedures designed to protect the confidentiality and security of clients' nonpublic personal information. Clients receive ASN's Privacy Notice, which describes how personal information is collected, used, and protected.

Information We Collect

We may collect information you choose to provide, such as your name, email address, phone number, and any details submitted through a contact form or scheduling tool.

We may also collect basic website usage information, such as browser type, device information, pages visited, referring website, and general traffic data.

How We Use Your Data

We may use information to respond to inquiries, schedule meetings, improve our website, analyze website performance, and meet legal or regulatory obligations.

We do not sell your personal information.

Cookies and Analytics

Our website may use cookies, Google Analytics, Google Tag Manager, Meta Pixel, or similar tools to understand website traffic and improve the visitor experience.

You can adjust your browser settings to limit or block cookies.

Third-Party Links

Our website may link to third-party websites. Stonevale Wealth Advisors is not responsible for the privacy practices or content of those websites.

Data Security

We take reasonable steps to protect information we collect, but no method of online transmission or storage is completely secure.

Text Messaging

If you provide your mobile phone number and consent to receive text messages from us, we may send appointment reminders, meeting updates, and other service-related communications.

We do not sell, rent, or share your mobile phone number with third parties for marketing purposes.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.

You may opt out at any time by replying STOP.

Children’s Privacy

Our website is intended for adults. We do not knowingly collect personal information from children under age 13.

Updates

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

Do you have questions?
Reach out to our team and start a discussion.
Contact us
Contact us