Privacy Policy

Overview

This Privacy Policy explains how PeakStone Wealth Management, LLC collects, uses, shares, protects, and retains information submitted through the public website and related inquiry forms. This policy is intended for website visitors, prospective clients, and people who request PeakStone resources, guides, recordings, or updates. Additional privacy notices may apply to advisory clients.

Using this website or submitting information through a public form does not create an advisory relationship with PeakStone. An advisory relationship begins only after PeakStone and the client agree to the terms of an engagement in writing.

Information We Collect

PeakStone may collect information you choose to provide, including your name, email address, phone number, zip code, inquiry details, guide access requests, event recording access requests, newsletter preferences, contact permissions, and form acknowledgments.

If you communicate with PeakStone by email, phone, video meeting, or another channel, we may retain information related to that communication when needed to respond, evaluate service fit, maintain records, or satisfy compliance obligations.

For advisory clients, PeakStone may collect additional information needed to provide advisory services. That information is addressed through client agreements, regulatory privacy notices, and related advisory relationship documentation.

How We Use Information

PeakStone may use information to respond to inquiries, provide requested resources or access links, evaluate service fit, schedule conversations, improve website performance, maintain appropriate records, support compliance obligations, and communicate with you when you have requested or permitted follow-up.

If you subscribe to a newsletter or request ongoing updates, PeakStone may use your email address to send educational content, planning perspectives, market commentary, or firm updates. You may unsubscribe from marketing communications where an unsubscribe option is provided.

How Information Is Shared

PeakStone does not sell personal information. Information may be shared with service providers that support website hosting, content management, email delivery, analytics, form processing, security, scheduling, document management, secure file or recording delivery, or other operational needs. These providers are expected to use information only for the services they provide to PeakStone.

Information may also be disclosed when required by law, regulation, legal process, regulatory request, or when PeakStone believes disclosure is reasonably necessary to protect rights, security, visitors, clients, or the integrity of our services.

If PeakStone participates in a business transition, such as a merger, acquisition, restructuring, or transfer of assets, information may be transferred as part of that transaction subject to applicable legal and contractual requirements.

Analytics, Cookies, and Similar Technologies

PeakStone may collect limited technical information related to website use, such as page visits, device or browser information, referral sources, approximate location, and basic analytics events. PeakStone currently intends to use privacy-conscious analytics rather than advertising-based tracking.

Some website technologies may rely on cookies, local storage, or similar tools to support basic site functionality, measure content performance, or protect forms from abuse. You can adjust browser settings to limit cookies, but some website features may not work as intended.

Your Choices and Privacy Rights

You may choose not to submit information through public forms. You may also ask PeakStone to update or remove certain contact information, subject to legal, compliance, security, and recordkeeping requirements.

Depending on your state of residence and applicable law, you may have additional rights to request access, correction, deletion, or information about certain uses of personal information. PeakStone will review privacy requests consistent with applicable law and its regulatory obligations.

If you no longer want to receive marketing communications, you may use the unsubscribe option included in those messages or contact PeakStone for assistance. Transactional, service-related, compliance, or administrative communications may still be sent when appropriate.

Security and Retention

PeakStone uses reasonable administrative, technical, and operational safeguards designed to protect information. No website, email system, or transmission method can be guaranteed to be fully secure, and public forms should not be used to submit sensitive personal, account, or confidential information.

Information is retained for as long as reasonably necessary for the purposes described in this policy, including business, compliance, legal, security, and recordkeeping needs. Retention may vary based on the type of information, the nature of your relationship with PeakStone, and applicable regulatory obligations.

Children's Privacy

This website is not directed to children under 13, and PeakStone does not knowingly collect personal information from children through the public website.

Third-Party Links

The website may link to third-party websites, platforms, documents, or services. PeakStone does not control those third parties and is not responsible for their content, terms, privacy practices, security, or availability.

Advisory Client Privacy Notices

Existing or prospective advisory clients may receive separate privacy notices or relationship documents with additional information about client records, advisory services, custodians, and regulatory privacy obligations.

Changes to This Policy

PeakStone may update this Privacy Policy from time to time. The last updated date reflects the public version currently published.