FACTS:
What Crestwyn Consulting Group does with your personal information.
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
When you are no longer our client, we continue to retain and protect your information as described in this notice.
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information, the reasons Crestwyn chooses to share, and whether you can limit this sharing.
| Reasons we can share your personal information | Does Crestwyn share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes | Yes | No |
| For our marketing purposes | Yes | No |
| For joint marketing with other financial companies | No | We don't share |
| For our affiliates’ everyday business purposes (transactions & experiences) | No | We don't share |
| For our affiliates’ everyday business purposes (creditworthiness) | No | We don't share |
| For nonaffiliates to market to you | No | We don't share |
Who is providing this notice?
Crestwyn Consulting Group
How does Crestwyn Consulting Group protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Crestwyn Consulting Group collect my personal information?
We collect your personal information, for example, when you:
Why can’t I limit all sharing?
Federal law gives you the right to limit only:
State laws and individual companies may give you additional rights to limit sharing.
Address: 5900 Balcones Dr, STE 19828, Austin, TX 78731
Email: hello@crestwyn.com
Phone: 512-631-5975
Disclosure: Investment advisory and management services are offered through Crestwyn Consulting Group, a state-registered investment adviser. All content on this website is for informational and educational purposes only and should not be construed as personalized investment, legal, or tax advice. Past performance is not indicative of future results. Crestwyn does not guarantee future outcomes.
Investments in traditional and digital assets involve significant risk, including the potential loss of principal. Digital assets in particular are subject to heightened volatility, regulatory uncertainty, cybersecurity risks, and potential loss due to theft or technological failure. Custody of digital assets may be handled by third-party providers, which may or may not meet the definition of a “qualified custodian” under SEC guidelines.
Crestwyn and its affiliates may hold positions in digital assets or investment strategies mentioned. This website and its contents do not constitute an offer or solicitation to buy or sell securities or investment advisory services in any jurisdiction where such offer would be unlawful. Crestwyn’s services are offered only in jurisdictions where legally permitted.
Investments offered are not insured by the FDIC or any other government agency, are not bank-guaranteed, and may lose value. We encourage all investors to consult with their tax, legal, and financial advisors before acting on any information provided.
© 2025 Crestwyn Consulting Group. All rights reserved. Reproduction or redistribution without express written permission is prohibited. View our forms: Form ADV 2A | Form CRS | Privacy Policy | Privacy Notice
hello@crestwyn.com | www.crestwyn.com
