Privacy Policy

This notice is provided in accordance with the Securities and Exchange Commission's Regulation S-P regarding the privacy of consumer financial information. Please review the following policies carefully to understand how we protect and use your personal information.

Text Messaging Disclosure

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All categories of information, including text messaging originator opt-in data and consent, are excluded from such sharing and will not be disclosed to any third parties.

Information We Collect

In the course of providing financial products and services, Stonebriar Wealth, LLC collects certain nonpublic personal information. This may include:

Information provided by you on applications or other forms;
Information regarding your transactions with us, our affiliates, or other parties;
Information obtained from consumer reporting agencies.

Information We Disclose

We do not disclose nonpublic personal information about current or former clients to anyone, except as permitted or required by law, or as necessary to provide financial services on your behalf.

In accordance with Section 248.13 of Regulation S-P, we may share the information described above with nonaffiliated third parties such as:

Attorneys, accountants, or auditors;
Entities assessing our firm’s compliance with industry standards.

These third parties are bound by contractual agreements that restrict them from using or disclosing your information for any purpose other than that for which it was shared.

Confidentiality & Security

We limit access to your nonpublic personal information to employees who require it in order to deliver services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to protect your personal information.

Maintaining Accurate Information

We are committed to keeping your personal information accurate and up to date. Because your circumstances may change over time, we encourage you to notify us of any changes so that we can maintain the integrity of your client records.

Additional Disclosures

Stonebriar Wealth, LLC is a registered investment adviser that conducts business only in states where properly registered or exempt from registration requirements. Registration does not imply a certain level of skill or endorsement by any regulatory authority.

We do not offer legal or accounting services. Any opinions or information provided are for general informational purposes only and reflect the views of the authors as of the date of publication. These views are subject to change based on market conditions.

Nothing on our website or in our communications should be interpreted as personalized investment advice or as an offer to buy or sell any specific securities. You should always consult a qualified professional for legal, tax, or investment advice tailored to your individual circumstances.

Use of Hyperlinks

Our website may contain hyperlinks to third-party websites for your convenience. Stonebriar Wealth is not responsible for the content, services, or products provided by these external sites.

Investment Risks

All investments carry inherent risks, including the potential loss of principal. While diversification and asset allocation strategies may help manage risk, they do not guarantee returns or protect against loss. There is no assurance that any investment or strategy will be successful or achieve its intended goals. Past performance is not indicative of future results.