/ Privacy Policy

Stonecrop Wealth Advisors – Privacy Policy

Updated: June 2021

Stonecrop Wealth Advisors is committed to safeguarding the confidentiality and security of our clients’ personal and private information. Federal law requires us to inform clients how we collect, disclose and safeguard their personal information. Please read this notice carefully to understand our privacy policy.

Information We Collect:
In the course of providing services to our clients, we receive and collect personal information from clients; their accountants and attorneys and other third party representatives; and information provided through (i) applications, contracts or other forms; (ii) client documents; (iii) transactions; and (iv) internally documented conversations.

stonecropadvisors.com also uses cookies, tracking pixels and related technologies to provide our services for Advertisers. Cookies are small data files that are served by the website and stored on your device. These cookies enable stonecropadvisors.com to serve targeted advertising and information to you.

Information We Disclose:
We do not disclose the nonpublic personal information we collect about our clients and prospective clients to anyone except: (i) in furtherance of the business relationship which we conduct on a client’s behalf, and then only to those persons necessary to effect the transactions and provide the services that a client authorizes (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities); or (iii) our attorneys, accountants, and auditors (to the extent necessary). We do not permit clients to opt out of these limited sharing scenarios. We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative services on our behalf). Any third party that is in receipt of nonpublic personal information is prohibited to use or share the information for any other purpose.

In order to opt out of our use of cookies, client can either a) avoid using our website altogether, b) visit http://optout.networkadvertising.org to opt out of interest-based advertising delivered to your device via HTTP cookies only, or c) refuse or delete cookies using their own browsers or mobile devices. However, for any additional electronic device that you may use, you will be required to visit this site again.

If you decide at some point to terminate our services, we will continue to adhere to our privacy policy, as may be amended from time to time. We do not sell client personal information to anyone.

Safeguarding Information:
We limit employee and agent access to client nonpublic personal information to those who are required to know the information to provide services to the client. Furthermore, we make every reasonable effort to ensure that our office and computer environments are secure, and maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards. Outdated personal information will be securely maintained for a period of time as required by law, then destroyed.

Advisory services offered through Stonecrop Wealth Advisors, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training.

To see a copy of our SEC form CRS, Customer Relationship Summary, please click here. To see our Form ADV, including our Part 2 Disclosure Brochure, please click here. To see a copy of our Privacy Policy, please click here.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.

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