Privacy Policy

This Privacy Policy was last modified on August 28, 2020.

PeakStone Wealth Management, LLC., ("PSWM," "we," or "us") has created the following Online Privacy Policy to inform you of the following: what information we collect, how we use the information we collect, who we share your information with, how we protect it, and what choices you have regarding our collection and use of this information. This Online Privacy Policy ("Policy") applies to https://www.peakstonewealth.com and its related sites that links to this Policy (collectively and individually, the "Website"). By accessing and using the Website, you agree to this Policy. If you do not agree with the terms set forth in this Policy, please do not enter or use the Website.

1. What Information We Collect on the Website:

We collect different types of information on our Website. The legal basis for PSWM's processing of personal information are primarily that the processing is necessary for providing investment advisory service to clients and prospective clients in accordance with our Terms of Use and that the processing is carried out in PSWM's legitimate business interest, which are further explained in the section "How We Use the Information We Collect" of this Policy. We may also process data upon consent, asking for it as appropriate.

1.1 Your provided Information. When you use the Website, you may provide, and we may collect personal information. Examples of personal information include your name, email address, mailing address, phone number, and pertinent financial information and/or documents. You may provide us with personal information in various ways on the website. For example, when you complete any of our online forms including contact forms, surveys, newsletter signup, client questionnaires or when you upload and share files through our online document management service.

1.2 "Automatically Collected" Information. When you use our Website, we may automatically record certain information from your device by using various types of technology, including cookies, "clear gifs" or "web beacons." This "automatically collected" information may include IP address or other device address or ID, web browser and/or device type, the web pages or sites visited just before or just after using the Website, and the dates and times of the visit.

2. How We Use the information We Collect

We use the information we collect in a variety of ways in providing our investment advisory service and operating our business, including the following:

2.1 Operations. We use the information provided by you to operate, maintain, enhance our Website and provide our investment advisory service, to provide the services and information that you request, to respond to comments and questions and to provide client support.

2.2 Improvements. We use the information to understand and analyze the usage trends and preferences of all our Website visitors, to improve the Website's features and functionality. Should the purpose require PSWM to process personal information, then the data will only be used in anonymized or aggregated form.

2.3 Communications. We may use your email address or other information you provided to contact you for administrative purposes such as client service or updates with newsletters, marketing or commercial communications and other information that may be of interest to you. You have the ability to opt-out of receiving any commercial communications as described below under "What Choices You Have."

2.4 Cookies and Tracking Technologies. We use automatically collected information and other information collected on the Website through cookies and similar technologies to: (i) provide customized content and information; (ii) monitor and analyze the effectiveness of the Website and marketing activities; (iii) monitor aggregate site usage metrics such as total number of visitors and pages viewed; and (iv) track forms submitted and other activities on the Website. You can obtain more information about cookies by visiting http://www.allaboutcookies.org.

2.5 Analytics. We use Google Analytics to measure and evaluate access to and traffic on the Website, and view website traffic reports. Google operates independently from PSWM and has its own privacy policy, which we strongly suggest you review. Google may use the information collected through Google Analytics to evaluate our Website traffic. For more information, see Google Analytics Data Privacy and Security.

3. How We Share Your Information

We do not sell, rent, or disclose your personal information to third parties except as described in this Policy below. We may disclose information to third parties if you consent us to doing so, as well as the following circumstances:

3.1 Service Providers. We may share information with third party service providers that assist us in operating and managing our Website. These third parties may have access to or process your personal information as part of providing those services for us. We limit the information provided to these service providers to that which is reasonably necessary for them to perform their functions, and our contracts with them require the maintenance of confidentiality of such information.

3.2 Security, Fraud and Abuse, Law Enforcement, Legal Process and Compliance. We may disclose information if, in good faith, we deem it appropriate or necessary to prevent violation of the Website’s Terms of Use or our other agreements; take precautions against liability; protect our rights, property, or safety, or of any individual, or the general public; maintain and protect the security and integrity of our services or infrastructure; protect ourselves and our services from fraudulent, abusive, or unlawful uses; investigate and defend ourselves against third-party claims or allegations; or assist government enforcement agencies as required by a subpoena or other judicial and administrative order or otherwise required by law.

4. What Choices You Have

4.1 Export and Erase Personal Information. We respect your privacy rights and provide you with reasonable access to the personal information that you may have provided through your use of the Website. You can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes. You may contact us as set forth in the "How to Contact Us" section.

4.2 Navigation Information. You may opt out of the collection of navigation information about your visit to the Website by Google Analytics by using the Google Analytics Opt-out Browser Add-on.

4.3 Opt-out from Commercial Communications. If you do not wish to receive our newsletter, marketing or commercial communications, you have the ability to opt-out via the Unsubscribe link included in each email. You may also update your email communications settings by clicking on the Profile link on the footer of our email, which allows you to specify the types of emails you receive from us.

5. Cookies

Cookies are files with small amount of data, which may include an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your computer's hard drive. Like many websites, we use "cookies" to collect Information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some features of the Website.

If you have an account and you log in to the Website, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser. When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select "Remember Me", your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

6. Newsletter

If you have signed up for our newsletter, you may receive emails from us. This includes but not limited to transactional emails and marketing emails. We'll only send emails which you have explicitly or implicitly (request for contact, educational content, invitation to events, etc.) signed up to. On signup we collect your email address. We send our emails via our SMTP host postmaster@mg.peakstonewealth.com. For all new subscribers, you must confirm your subscription by clicking on the confirm link in the subscription confirmation email (also known as double-opt-in).

Once you get an email from us, we may track if you open the email in your email client, if you click a link in the email, your general location, and your current IP address. This information is used solely to track the effectiveness of our emails and to better tailor communications that are more relevant to you.

7. Do Not Track Signals

Our website does not respond to "do not track" signals from user's web browsers because there is not yet a common standard or understanding of how to interpret such signals.

8. Minors and Children's Privacy

The Website is not intended to be used by individuals under the age of 13 and we do not knowingly collect personal information from individuals under the age of 13 without obtaining parental consent. By using the website or submitting any Information to us, you acknowledge that you are over the age of 13, are in the United States, and that you consent to our use and sharing of Information collected or submitted as described in this Policy.

9. Data Security

The security of your Information is important to us, but unfortunately, no data transmission over the internet can be considered 100% secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security. We assume no liability to you or any other party in relation to the unauthorized access, use, or alteration of any Information provided to us through this Website.

To protect your information, we use industry-standard SSL-encryption (HTTPS) to protect data transmissions. We also safeguard Information from unauthorized access, through access control procedures, network firewalls and physical security measures. We regularly back up data to help prevent data loss and aid in data recovery.

If we become aware of a security breach, we will attempt to notify you electronically so that you can take appropriate protective steps. By using the website or providing Information to us, you agree that we can communicate with you electronically regarding security, privacy, and administrative issues relating to your use of the website. If you believe that there has been a breach of the website’s security, please contact us immediately at (303) 539-9077.

10. Data Retention

We retain all personal information collected from our website for a minimum period of seven years. We are required to maintain such records by industry regulatory requirements.

11. Data Transfer

Your email address may be checked through an automated anti-spam detection service. For example, when you complete a form or subscribe to our newsletter, we collect the data shown in the email form field, as well as the IP address, referrer, and user agent string to help spam detection.

12. Links to Other Sites

We may establish links to third-party websites. We are not responsible for the practices employed by third-party websites, the contents therein or the products/services offered. Information collected by third parties, which may include personal and non-personal Information, is governed by their privacy practices. We encourage you to learn about the privacy practices of those third parties.

13. Changes to This Policy

We may update this Policy from time to time. Updates will be posted on this page reflecting our updated or amended privacy practices. No prior notice may be given. We encourage you to review this Policy periodically for any changes. Your continued use of the Website constitutes your agreement to this Policy and any updates. Changes to this Policy are effective when they are posted.

14. How to Contact Us

If you have any questions or concerns about this Policy, your personal information, our use and disclosure practices, or your consent choices, please call us at (303) 539-9077 or write us from our contact page with subject line "Privacy Policy."

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To discover if we are a good fit for you, contact us today. We can review your current financial situation and provide a complimentary portfolio analysis, including a breakdown of the fees you’re currently paying. If you choose to become a client, we will help make the transition smooth and seamless.