Disclosures
Last updated: July 6, 2026
Important disclosure documents, website notices, and public communication guidelines for PeakStone Wealth.
Review DocumentLegal & Disclosures
Disclosure materials, organized clearly.
Review PeakStone’s website policies, privacy information, accessibility statement, and public regulatory disclosure documents in one place.
Important Notice
Website materials are provided for general informational purposes and are not personalized investment, legal, tax, insurance, or accounting advice. Submitting a form or inquiry does not create an advisory relationship with PeakStone Wealth Management.
Website Policies
Privacy Policy
Last updated: June 26, 2026
How PeakStone handles personal information shared through the public website, inquiry process, planning resources, and advisory relationship materials.
Review DocumentTerms of Service
Last updated: June 26, 2026
Terms governing use of the PeakStone public website, forms, planning resources, and digital content.
Review DocumentAccessibility Statement
Last updated: June 26, 2026
PeakStone's commitment to making the public website and related resources usable and accessible.
Review DocumentDisclosure Documents
Disclosure Document
ADV Brochure
PEAKSTONE
ADV Brochure
Public disclosure PDF
Open PDF
Disclosure Document
Brochure Supplement
PEAKSTONE
ADV Brochure Supplement
Public disclosure PDF
Open PDF
Disclosure Document
Fee Schedule
PEAKSTONE
Fee Schedule
Public disclosure PDF
Open PDF
Disclosure Document
Privacy Notice
PEAKSTONE
Privacy Notice
Public disclosure PDF
Open PDF
Disclosure Document
Code of Ethics
PEAKSTONE
Code of Ethics Summary
Public disclosure PDF
Open PDF
Disclosure Document
Business Continuity
PEAKSTONE
Business Continuity Summary
Public disclosure PDF
Open PDF
Questions about these materials may be sent to [email protected].