How we protect and handle your personal information.
Canyon Strategic Wealth collects personal information necessary to provide financial advisory services, including names, contact information, financial account data, tax information, and other details relevant to your financial plan. We collect this information directly from you, from your authorized representatives, and from third-party custodians with your consent.
We use your personal information solely for the purpose of providing financial advisory services, maintaining your accounts, communicating with you about your financial plan, and complying with regulatory requirements. We do not sell, rent, trade, or otherwise disclose your personal information to third parties for their own marketing or promotional purposes.
We do not sell or share your personal information with other companies for their own marketing, advertising, or promotional purposes. We disclose your information only in these limited circumstances:
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All of the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
By providing your mobile number and opting in, you consent to receive text messages from Canyon Strategic Wealth related to your inquiry, scheduling, and your financial plan. Consent to receive text messages is not a condition of any purchase or of receiving our services. Message frequency varies. Message and data rates may apply.
You may opt out at any time by replying STOP to any message from us. You will receive a confirmation message and we will not send you further texts unless you opt in again. Reply HELP for assistance, or contact us at jake@canyonstrategicwealth.com or (801) 903-8287. Carriers are not liable for delayed or undelivered messages.
Mobile numbers and SMS consent records are used only by Canyon Strategic Wealth to send the messages you signed up for. We do not sell, rent, or share this information, and we do not share it with third parties or affiliates for marketing or promotional purposes. We share it only with the messaging provider that transmits our texts on our behalf, solely to deliver those messages to you, and only as required by law.
We implement industry-standard security measures to protect your personal information, including encryption, secure access controls, and regular security assessments. Our custodian, Charles Schwab, provides SIPC protection and maintains comprehensive cybersecurity infrastructure.
You have the right to access, correct, or delete your personal information at any time. You may also opt out of marketing communications, and you may opt out of text messages at any time by replying STOP. To exercise any of these rights, please contact us at jake@canyonstrategicwealth.com.
If you have questions about this privacy policy, please contact Jake Cazier at jake@canyonstrategicwealth.com or call (801) 903-8287.
Last updated: August 2026