Crestone Associates, LLC

Privacy Policy

Effective August 19, 2026

Crestone Associates, LLC (“Crestone,” “we,” “us”) operates crestoneassociates.com. This policy explains what personal information we collect, how we use it, and the choices available to you.

Information we collect

Information you provide to us, including name, company name, email address, and telephone number, and information collected automatically when you use our site, such as IP address, browser type, and pages viewed.

How we use information

We use this information to respond to inquiries, provide and improve our services, schedule and conduct meetings, and communicate with you by email, telephone, and text message where you have consented.

How we share information

We share information with service providers who perform services on our behalf, such as hosting, communications, and customer relationship management, and where required by law or to protect our legal rights. We do not sell personal information.

Text messaging and mobile information

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories of use exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Information sharing with subcontractors who provide support services on our behalf, such as our messaging platform and customer support tooling, is permitted solely so those services can be delivered.

Text messages are sent only to individuals who have provided prior express consent, and consent is not required to work with Crestone or to receive any of our services. Reply STOP to opt out or HELP for help. Message and data rates may apply, and message frequency varies. See our Terms and Conditions for the full messaging terms.

Your choices

You may unsubscribe from email using the link in any message, reply STOP to any text message, or ask to be added to our internal do-not-call list. You may also contact us at the address below to request access to, correction of, or deletion of your personal information.

Data security and retention

We use reasonable administrative and technical safeguards to protect personal information, and we retain it only as long as needed for the purposes described above or as required by law.

Children

Our site and services are directed to businesses and are not intended for anyone under 18.

Changes

We may update this policy and will post the revised version here with a new effective date.

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