Privacy Policy

Effective Date: Sept 4, 2025

By accessing or using this website, you agree to be bound by these Terms and Conditions and our Privacy Policy. Waterstone (“we,” “our,” or “us”) respects your privacy and is committed to protecting it through this Privacy Policy.

Information We Collect

We only collect personal information that you voluntarily provide when you:

  • Fill out the contact form,
  • Email us directly, or
  • Call us by phone.

This may include your name, email address, phone number, and any additional information you choose to provide.

How We Use Your Information

We use the information you provide solely to:

  • Respond to your inquiries,
  • Provide information you request, and
  • Communicate with you about our services or activities.

We do not sell, rent, or share your information with third parties for marketing purposes.

Data Security

We take reasonable steps to protect the information you provide. However, please note that no method of transmission over the Internet or method of electronic storage is 100% secure.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.

Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a new “Effective Date.”

Contact Us

If you have any questions about this Privacy Policy, please contact us at:
[email protected]
(719) 447-4620

Stephanie Hoff, CPA
Director of Client & Business Solutions

As WaterStone’s Director of Client & Business Solutions, Stephanie’s mission is to generate customized charitable plans that unlock the giving potential of non-cash assets. She is a licensed CPA in the state of Colorado and earned her Bachelor’s Degree in Accounting from Calvin College in Grand Rapids, Michigan. Stephanie grew up in Bloomington, Illinois, but now enjoys living in beautiful Colorado Springs with her storm-chasing husband, Robert, and their daughter, Juniper.