Privacy & Security

Privacy Policy

Your privacy and security are our top priorities. This policy explains how we collect, use, and protect your personal information.

Last Updated: April 2026

Information We Collect

Personal Information

When you engage with Stradmont™ Financial Advisory, we may collect the following personal information:

•Contact details (name, email, phone number, mailing address)
•Financial information (income, assets, liabilities, investment goals)
•Identification documents (as required by regulatory compliance)
•Employment and business information

Usage Information & Analytics

We automatically collect certain information when you visit our website, including IP address, browser type, device information, and pages visited. This helps us improve our services and user experience through the following third-party tools:

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Google Analytics 4 (GA4)We use GA4 to understand how users interact with our website. GA4 uses cookies and similar technologies to collect and analyze information about the use of our services and report on activities and trends. Google may also collect information regarding the use of other websites, apps, and online resources. You can learn about Google’s practices by going to google.com/policies/privacy/.
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Microsoft ClarityWe use Microsoft Clarity to capture how you use and interact with our website through behavioral metrics, heatmaps, and session replay to improve our services and user experience. Website usage data is captured using first and third-party cookies and other tracking technologies to determine the popularity of products/services and online activity. Additionally, we use this information for site optimization, fraud/security purposes, and advertising. For more information about how Microsoft collects and uses your data, visit the Microsoft Privacy Statement.

How We Use Your Information

We use your personal information for the following purposes:

•To provide financial advisory and planning services
•To communicate with you about your accounts and services
•To comply with legal and regulatory requirements
•To improve our services and develop new offerings
•To send you educational content and updates (with your consent)
•To protect against fraud and unauthorized transactions

Data Security

We implement industry-standard security measures to protect your personal information:

•Encrypted data transmission and storage
•Secure servers with regular security audits
•Restricted access to personal information on a need-to-know basis
•Regular staff training on data protection and privacy
•Compliance with all applicable data protection regulations

Information Sharing

We do not sell or rent your personal information to third parties. We may share your information only in the following circumstances:

•With your explicit consent
•With service providers who assist in our operations (under strict confidentiality agreements)
•When required by law or regulatory authorities
•To protect our rights, property, or safety, or that of our clients

Your Rights

You have the following rights regarding your personal information:

•Access and review your personal information
•Request corrections to inaccurate information
•Request deletion of your information (subject to legal requirements)
•Opt-out of marketing communications
•Request a copy of your data in a portable format

To exercise any of these rights, please contact us at [email protected]

Information Sharing

We do not sell or rent your personal information to third parties. We may share your information only in the following circumstances:

•With your explicit consent
•With service providers who assist in our operations (under strict confidentiality agreements)
•When required by law or regulatory authorities
•To protect our rights, property, or safety, or that of our clients

Your Rights

You have the following rights regarding your personal information:

•Access and review your personal information
•Request corrections to inaccurate information
•Request deletion of your information (subject to legal requirements)
•Opt-out of marketing communications
•Request a copy of your data in a portable format

To exercise any of these rights, please contact us at [email protected]