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Investor Coaching Series: Dimensions of Rebalancing

Tuesday, September 1, 2026
3:30 PM 5:30 PM 15:30 17:30

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970-668-0772
info@stonewealthstrategies.com

4875 DTC, Ste 2-203
Denver, CO 80237

Privacy Policy for Stone Advisors dba Stone Wealth Strategies

Stone Advisors dba Stone Wealth Strategies (STONE) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information when you interact with our website and services.
1. Introduction | STONE is a registered investment adviser located in Denver, Colorado. We may only transact business in states where we are registered or qualify for an exemption or exclusion from registration requirements. Our website is designed to provide general information about our advisory services, access to investment-related information, publications, and links. The publication of our website should not be construed as a solicitation to effect transactions in securities or to provide personalized investment advice over the Internet.
2. Information We Collect | We may collect the following types of personal information:
Contact Information: Including phone numbers, email addresses, and mailing addresses, specifically for SMS consent. General Information: Any information you voluntarily provide through forms on our website.
3. Use of Your Information | Your information may be used for the following purposes: To communicate with you regarding our services. To provide general information about investments and advisory services. To obtain your consent for SMS communications, if applicable.
4. Disclosure of Your Information | We do not sell or rent your personal information to third parties. We may share your information only in the following circumstances: With Your Consent: We may disclose your information if you provide explicit consent. Legal Compliance: If required by law or in response to valid requests by public authorities.
5. Third-Party Links | Our website may contain links to third-party websites. While we believe this information is current and valuable, we provide these links solely for informational purposes. STONE does not make any representations or warranties regarding the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party and takes no responsibility for the content of these websites.
6. Data Security | We implement reasonable security measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the Internet or electronic storage is 100% secure.
7. Your Rights | You have the right to: Access your personal information. Request correction of any inaccurate information. Withdraw consent for SMS communications at any time.
8. No Investment, Tax, or Legal Advice | The information provided on our website is for guidance and informational purposes only. Investments involve risks and are not guaranteed. We strongly encourage you to consult with a qualified financial adviser or tax professional before implementing any strategies based on information obtained from our website.
9. Changes to This Privacy Policy | We may update this Privacy Policy from time to time. Any changes will be posted on our website with an updated effective date. We encourage you to review this policy periodically.
10. Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
Stone Advisors dba Stone Wealth Strategies
4875 DTC Blvd, Ste 2-203, Denver CO 80237
970-668-0772
info@stonewealthstrategies.com
For information regarding the registration status of STONE, please contact the state securities regulators in the states where we maintain a registration filing. A copy of STONE’s current written disclosure statement discussing our business operations, services, and fees is available at the SEC’s investment adviser public information website: www.adviserinfo.sec.gov or from STONE upon written request.

Phone numbers collected for SMS consent, will not be shared with third parties or affiliates for any purpose, this is our Privacy Policy.