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 your personal information to third parties.
We may share your information with our custodian (Charles Schwab), with your other professional advisors (CPAs, attorneys) at your direction, and with regulatory authorities as required by law. All third-party service providers are bound by confidentiality agreements.
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. 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: February 2026