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Privacy Policy

Oak Stone Advisory LLC ("Oak Stone Advisory," "we," "us") respects your privacy. This Privacy Policy explains how we collect, use, and protect information you provide through this website.

Information we collect

When you contact us through our website's contact form, we collect the information you provide — such as your name, email address, and any message content. We may also automatically collect limited technical information (such as IP address, browser type, and pages visited) through standard web analytics.

How we use information

We use the information you provide to respond to your inquiries, communicate with you, and operate and improve our website. We do not sell, rent, or trade your personal information to third parties.

Sharing of information

We may share information with service providers who support our website and operations (such as hosting and analytics providers), and as required by law, regulation, or legal process. Our website is hosted by Wix.com, which processes data in accordance with its own privacy practices.

Cookies and analytics

This website may use cookies and similar technologies to support functionality and understand site usage. You can manage cookie preferences through your browser settings.

Data retention

We retain personal information only as long as necessary for the purposes described in this policy or as required by law.

Your choices

You may request that we update or delete the personal information you have provided by contacting us at the email below. Depending on your jurisdiction, you may have additional rights regarding your personal data.

Security

We take reasonable measures to protect the information you provide. However, no method of transmission over the internet is fully secure, and we cannot guarantee absolute security.

Children's privacy

This website is not directed to children under 13, and we do not knowingly collect information from them.

Changes

We may update this Privacy Policy from time to time. The "last updated" date below reflects the most recent revision.

Last updated: June 2024. Questions or requests: brian.bailey@oakstoneadvisory.com.

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