Privacy Policy

Effective Date: 3/1/2025

At TriStar Wealth Advisors, LLC, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, and safeguard your data when you visit our website or use our services.

Information We Collect

We may collect personal information, including but not limited to:

Name, email address, phone number, and mailing address
Financial and investment-related information you voluntarily provide
Information collected through website cookies and analytics tools

How We Use Your Information

We use your information to:

Provide financial planning and advisory services
Respond to inquiries and communicate with you
Improve our website and services
Comply with legal and regulatory requirements

How We Protect Your Information

We implement security measures to protect your personal information from unauthorized access, disclosure, or misuse. However, no online transmission or storage system is 100% secure, and we encourage you to take precautions when sharing sensitive information.

Third-Party Sharing

We do not sell, trade, or rent your personal information. We may share your data with trusted third-party service providers who assist in delivering our services, as required by law, or with your consent.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your experience. You can adjust your browser settings to decline cookies, but this may impact site functionality.

Your Privacy Choices

You may request access to, correction of, or deletion of your personal information by contacting us at cstoner@gradientadvisors.com.

Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with the updated effective date.

Contact Us

If you have any questions about this Privacy Policy, please contact us at:

TriStar Wealth Advisors
880 Highway 70W Suite 1, Dickson, TN 37055cstoner@gradientadvisors.com
(615) 229-5245

About Us

At TriStar Wealth Advisors, LLC, we take a holistic approach to retirement planning, addressing the aspects of your financial future. We help you develop a strategy that integrates Social Security, investments, taxes, and other key components, providing you with a clear path toward a fulfilling retirement.

Our Services

Contact Us

Disclaimer

Curtis Stoner offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. TriStar Wealth Advisors is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Curtis Stoner, independent agent.TriStar Wealth Advisors , Curtis Stoner and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.All written content on this site is for information purposes only. Opinions expressed herein are solely those of Curtis Stoner, and our editorial staff.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell Investment Advisory Services to any residents of any State other than the State(s) Curtis Stoner, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.