Last updated January 2026

Privacy policy

Sterling & Vale Wealth Advisers LLC respects your privacy. This policy explains what we collect, why, and the choices you have.

What we collect

Contact details, the financial information you share so we can plan with you, and records of our advice.

To provide and improve our services, communicate with you and keep our systems secure. We never sell your personal data.

As a registered investment adviser we are required by law to keep records of our communications and advice for at least five years.

You can ask to see, correct or delete the information we hold about you at any time by emailing [email protected].