Privacy Policy

Last updated: [DATE]

Freestone Wealth respects your privacy. This policy describes how we collect, use and protect information you provide through this website.

Information we collect

We collect information you choose to submit through our contact form, such as your name, email address, phone number and message. We may also collect standard technical information, such as browser type and pages visited, to help us maintain and improve the site.

How we use information

We use the information you submit to respond to your inquiry and to schedule conversations you request. We do not sell your personal information.

Sharing

We may share information with service providers who help us operate this website, and as required by law or regulation. Information may be retained in accordance with applicable recordkeeping requirements for financial services firms.

Security

We use reasonable safeguards to protect information submitted through this site. Please do not send account numbers, Social Security numbers or other sensitive information through the website contact form.

California residents

California residents may have additional rights under the California Consumer Privacy Act. To make a request, contact us using the information below.

Contact

Freestone Wealth · [Street Address, City, State ZIP] · [Phone] · [Email]

For information about how LPL Financial handles client information, see LPL Financial's privacy notice.