Last Updated: September 8, 2026
Sierra Ridge Advisor Group (“Sierra Ridge,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us.
This Privacy Policy describes how we collect, use, disclose, and protect information obtained through our website, https://sierraridgeadvisorgroup.com/ (the “Website”).
This Privacy Policy applies to information collected through the Website. It does not replace or modify any separate privacy notices that may be provided to clients in connection with brokerage, investment advisory, insurance, or other financial services.
Sierra Ridge Advisor Group is a financial services organization located at:
Sierra Ridge Advisor Group
915 Highland Pointe Drive, Suite 150
Roseville, CA 95678
Phone: (916) 891-2557
Email: service@sierraridgewealth.com
We may collect personal information that you voluntarily provide to us through the Website, including:
We ask that you not submit Social Security numbers, account numbers, passwords, financial account credentials, or other highly sensitive financial information through the Website’s general contact forms.
When you visit the Website, certain information may be collected automatically by our website, hosting provider, security providers, analytics services, or other technology providers. This information may include:
This information may be used to operate, maintain, secure, and improve the Website and to better understand how visitors use it.
We may use information collected through the Website to:
We may also use information for other purposes disclosed to you at the time the information is collected or with your consent.
If you provide a telephone number and consent to receive text messages from us, we may use your telephone number to communicate with you by SMS or text message.
Message and data rates may apply. You may opt out of further text messages by replying STOP or as otherwise described in the applicable message.
Mobile information, text messaging originator opt-in data, and consent information will not be shared with third parties or affiliates for their marketing or promotional purposes.
We may disclose such information to service providers when necessary to facilitate our communications with you or as otherwise required by law.
The Website may use cookies and similar technologies to provide Website functionality, maintain security, remember preferences, understand Website usage, and improve Website performance.
Cookies are small data files stored on your device when you visit a website.
Depending on the technologies enabled on our Website, cookies may include:
You can generally manage or disable cookies through your web browser settings. Disabling certain cookies may affect how some portions of the Website function.
We or third-party service providers may use analytics and similar technologies to collect information about how visitors interact with the Website.
These third parties may collect information such as IP address, browser information, device information, pages visited, and other Website usage information.
If advertising, analytics, or other third-party technologies are used that constitute a “sale” or “sharing” of personal information under applicable privacy law, we will provide any notices and choices required by applicable law.
Some web browsers offer a “Do Not Track” setting. Because there is not a universally accepted standard governing traditional Do Not Track signals, the Website may not respond to all such signals.
Where applicable law requires us to recognize a legally valid browser-based opt-out preference signal or similar privacy control, we will process such signals in accordance with applicable law.
The Website may include links to or content provided by other websites and services, including financial account portals, financial planning platforms, social media services, maps, videos, and other third-party resources.
When you follow a link to another website or interact with third-party content, that third party may collect information about you and may use cookies or other tracking technologies in accordance with its own privacy policy.
For example, links to client account, investment, financial planning, custodian, broker-dealer, or other third-party platforms take you outside of the Sierra Ridge Website.
Sierra Ridge does not control the privacy or security practices of third-party websites. We encourage you to review the privacy policies of those services before providing personal information.
We may disclose personal information when reasonably necessary to operate our business, provide services, or comply with applicable obligations.
Recipients may include:
Service providers may receive information only as reasonably necessary to perform services on our behalf and are expected to handle information consistent with applicable contractual and legal requirements.
Information collected from clients in connection with financial services may be subject to separate federal or state privacy requirements, including financial privacy and securities regulations.
Clients may receive separate privacy notices explaining how nonpublic personal information is collected, protected, and disclosed in connection with their financial relationship.
If there is a difference between this Website Privacy Policy and a privacy notice specifically provided to you in connection with a financial product or service, the more specific financial privacy notice will govern the information covered by that notice.
We retain personal information only for as long as reasonably necessary for the purposes for which it was collected, including to respond to inquiries, maintain business and compliance records, meet regulatory or legal obligations, resolve disputes, and protect our rights.
Retention periods may vary depending on the type of information, our relationship with you, and applicable legal or regulatory requirements.
We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, loss, or misuse.
However, no website, email transmission, electronic communication, or data storage system can be guaranteed to be completely secure. You should use caution when transmitting sensitive information electronically.
Please do not send passwords, Social Security numbers, complete financial account numbers, or other highly sensitive information through general Website forms or ordinary email unless specifically instructed to use an approved secure method.
Depending on where you live and the laws applicable to Sierra Ridge and the information involved, you may have certain rights concerning your personal information.
These rights may include the ability to request:
You may also have the right not to receive discriminatory treatment for exercising applicable privacy rights.
These rights are subject to exceptions and limitations under applicable law. Certain information maintained in connection with financial services may also be governed by federal financial privacy laws or other regulatory requirements and may not be subject to all of the rights described above.
To submit a privacy-related request, contact us using the information listed below.
We may need to verify your identity before processing certain requests.
California residents may have additional rights under applicable California privacy laws.
Where the California Consumer Privacy Act, as amended, or another California privacy law applies to Sierra Ridge or particular personal information, we will provide and honor the rights, disclosures, and opt-out mechanisms required by that law.
Certain information collected, processed, or disclosed pursuant to federal financial privacy laws may be subject to exemptions or different requirements.
California residents may contact us using the information below to ask questions about our privacy practices or applicable privacy rights.
The Website is intended for adults and is not directed toward children under 13 years of age.
We do not knowingly use the Website to collect personal information directly from children under 13. If we learn that we have collected such information through the Website without appropriate authorization, we will take reasonable steps to delete it.
We may update this Privacy Policy periodically to reflect changes in our Website, business practices, technology, regulatory requirements, or applicable law.
When we make changes, we will update the “Last Updated” date at the top of this policy. Material changes may also be communicated through the Website or by other appropriate means.
We encourage visitors to review this Privacy Policy periodically.
If you have questions about this Privacy Policy, our privacy practices, or a request concerning your personal information, please contact:
Sierra Ridge Advisor Group
915 Highland Pointe Drive, Suite 150
Roseville, CA 95678
Phone: (916) 891-2557
Email: service@sierraridgewealth.com