Privacy

Privacy policy

Last updated October 23, 2026. This policy covers sunstoneadvisorygroup.com, operated by Sunstone Advisory Group LLC (“Sunstone Advisory”).

What we collect

Booking a call happens on Calendly, which handles your booking details under Calendly’s privacy notice.

Why we collect it

Only to prepare for and follow up on your conversation with us, and to understand which parts of the site are useful. We do not sell or rent your information, and we do not use it for advertising.

How long we keep it

Health Check answers and contact details are kept for up to 24 months after our last contact with you, then deleted, unless we become your advisor, in which case they are kept as part of our client records. Analytics data is aggregate and kept according to Cloudflare’s standard retention.

Who we share it with

Only the service providers that run the site and our email (such as Cloudflare, Microsoft and Calendly), and only as needed to provide those services.

Your choices and deletion requests

To see, correct or delete the information we hold about you, email [email protected]. We will respond within 30 days.

Contact

Sunstone Advisory Group LLC, 3979 Albany Post Road #616, Hyde Park, NY 12538 · [email protected]