Privacy Policy
Effective date: 13 August 2026
Vaultstone Advisory LLC ("Vaultstone," "we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, and protect information when you visit vaultstoneadvisory.com (the "Site") or communicate with us.
1. Information We Collect
We collect information you provide directly to us, including your name, email address, mobile phone number, and the contents of messages you submit through our enquiry form, by email, by phone, or when scheduling a call. We also collect limited technical information automatically when you use the Site, such as IP address, browser type, and pages visited, through cookies and similar technologies.
2. How We Use Your Information
We use your information to respond to your enquiries, schedule and confirm calls or meetings, provide information you request about our services, operate and improve the Site, comply with legal and regulatory obligations, and protect our rights and the security of the Site.
3. Text (SMS) Messaging
If you provide your mobile phone number and opt in, we may send you text messages regarding your enquiry, including responses, scheduling and confirmation of calls or meetings, and related follow-up. Message frequency varies. Message and data rates may apply depending on your mobile carrier plan. You can opt out at any time by replying STOP, and you can reply HELP for assistance. Consent to receive text messages is not a condition of any investment or of receiving any service from us.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties, excluding messaging service providers acting on our behalf solely to deliver messages.
4. How We Share Information
We do not sell your personal information. We may share information with service providers who perform services on our behalf (such as website hosting, scheduling, and messaging delivery) under obligations of confidentiality; with professional advisers such as lawyers, accountants, and auditors; and where required by law, regulation, legal process, or governmental request, or to protect our rights.
5. Data Security and Retention
We use reasonable administrative, technical, and physical safeguards designed to protect personal information. We retain personal information for as long as needed for the purposes described in this Policy and as required by applicable law and regulatory recordkeeping obligations.
6. Your Choices
You may opt out of text messages at any time by replying STOP to any message. You may unsubscribe from emails using the link in the email or by contacting us. You may request access to, correction of, or deletion of your personal information by contacting us at the details below, subject to legal retention requirements.
7. Third-Party Links
The Site may contain links to third-party websites and services, including scheduling tools. Their privacy practices are governed by their own policies, and we are not responsible for them.
8. Changes to This Policy
We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date.
9. Contact Us
Vaultstone Advisory LLC — Email: peter@vaultstoneadvisory.com — Phone: +1 832 738 5545
