Privacy policy

Facts

WHAT DOES ARCHSTONE WEALTH ADVISORS, LLC DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

what?

The types of personal information we collect, and share depends on the product or service you have with us. This information can include: Tax Identification Number, Date of Birth, Telephone Number and Address, Annual Income, Tax Bracket, Account Balances and Transaction History, Net Worth, Assets and Employment History.


When you are no longer our customer, we continue to share your information as

described in this notice.

How?

All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons companies can share their clients’ personal information; the reasons Archstone Wealth Advisors, LLC chooses to share; and whether you can limit this sharing. 

Reasons we can share your personal information?
Does Archstone Wealth Advisors, LLC share?
Can you limit this sharing?
For our everyday business purposes Such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus. Yes
No
For our marketing purposes - To offer our products and services to you.

Yes
No
For Joint Marketing with other financial companies. No
We don't share.
For our affiliates' everyday business purposes - Information about your transactions and experiences. Yes
No
For our affiliates' everyday business purposes - Information about your creditworthiness. No
We don't share
For non-affiliates to market to you. No
We don't share