Privacy Policy

This Privacy Policy explains how Steward Wealth Advisory collects, uses, and protects the personal information you provide when visiting this website or submitting an enquiry through the contact form. By using this website you agree to the terms described below.

When you submit an enquiry through the contact form on this website, we collect the information you provide including your name, email address, phone number, and any details you choose to share about your financial situation. This information is used solely to respond to your enquiry and to determine whether a working relationship would be appropriate. We do not sell, share, or distribute your personal information to third parties under any circumstances.

This website may use cookies and similar technologies to understand how visitors interact with the site, to improve the user experience, and to analyse traffic patterns. No personally identifiable information is collected through cookies. You may disable cookies at any time through your browser settings without affecting your ability to use the site.

We take the security of your personal information seriously and implement reasonable technical and organisational measures to protect it from unauthorised access, loss, or misuse. However no method of transmission over the internet is completely secure and we cannot guarantee absolute security.

This website may contain links to third party websites including scheduling tools and professional organisation pages. We are not responsible for the privacy practices or content of those external sites and encourage you to review their privacy policies independently.

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable regulations. Any updates will be posted on this page with a revised effective date. Continued use of this website following any changes constitutes your acceptance of the updated policy.

If you have any questions about this Privacy Policy or how your personal information is handled please contact us directly at michael@steward-template.com or by visiting the Contact page on this website.

Steward Wealth Advisory is committed to handling your personal information with the same care, discretion, and integrity that defines every aspect of our advisory practice.

Effective date: January 1, 2025.

David Doehring, RICP® CEPA®

Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where its advisors are properly licensed.

David Doehring, RICP® CEPA®

Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where its advisors are properly licensed.

David Doehring, RICP® CEPA®

Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where its advisors are properly licensed.