Stone Fortress Wealth Strategies is committed to safeguarding the personal information entrusted to us in connection with the management and servicing of client relationships.
Our relationship with clients is our most important asset. We understand that clients entrust us with private information, and we work to maintain that trust by protecting the security and confidentiality of personal information.
Stone Fortress does not sell non-public personal information. We only share information for discrete and reasonable business purposes connected to servicing and managing client relationships, as described below.
We maintain physical, procedural, and electronic safeguards designed to protect personal information from unauthorized access and use.
Registered investment advisors must collect and use certain personal information in the course of servicing client accounts and providing advisory services.
To help safeguard personal information, Stone Fortress maintains physical, procedural, and electronic security measures. These may include secure passwords, encrypted file storage, secure office practices, technology-vendor security controls, and employee training on protecting client information.
We also require third parties that assist in providing services to protect the personal information they receive from us.
Policies, procedures, technology controls, and training designed to protect client information.
Technology and service providers are expected to protect information used to support client service.
Information is used for proper business purposes connected to managing or servicing client relationships.
Stone Fortress provides its Privacy Policy annually for as long as a client maintains an ongoing relationship with the firm. If the policy is revised in a way that materially alters the previous policy, Stone Fortress will provide a revised policy. Stone Fortress will not revise its Privacy Policy to permit sharing of non-public personal information other than as described in the policy unless it first notifies affected clients and provides an opportunity to prevent the information sharing where required.
Contact Stone Fortress Wealth Strategies at admin@stonefortresswealth.com to request additional information or a current copy of the Privacy Policy.
