Shoreglass Financial Studio, LLC is a registered investment adviser in the State of Ohio and may provide advisory services in other jurisdictions where registration is not required or an applicable exemption is available. Registration does not imply a certain level of skill or training.

The information provided on this website is for general informational and educational purposes only. It is not intended as individualized investment, tax, accounting, or legal advice, and should not be relied upon as the sole basis for making financial or investment decisions.

Nothing on this website constitutes an offer or solicitation to buy or sell any security, investment product, or advisory service in any jurisdiction where such an offer or solicitation would be unlawful.

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results, and no investment strategy or recommendation can guarantee a profit or protect against loss.

Information on this website is believed to be reliable when published, but Shoreglass Financial Studio does not guarantee that all information will remain complete, accurate, or current. Website content may be updated from time to time as laws, regulations, markets, and the firm’s services evolve.

This website may contain links to third-party websites or resources. Those links are provided for convenience and informational purposes only. Shoreglass Financial Studio does not control, endorse, or assume responsibility for the accuracy, completeness, security, or content of unaffiliated third-party websites.

Additional information about Shoreglass Financial Studio is available in the firm’s Form ADV Part 2A, Form ADV Part 2B Brochure Supplement, and Privacy Notice.

Shoreglass Financial Studio, LLC respects your privacy and is committed to protecting the confidentiality of the personal information you share with us.

We may collect nonpublic personal information from you in connection with providing financial planning and investment advisory services. This information may include details you provide through applications, questionnaires, agreements, financial planning documents, account forms, email, meetings, and other communications with us.

We may also receive information from third parties that assist us in providing advisory services, such as custodians, financial institutions, financial planning software providers, and other service providers you authorize us to work with.

Shoreglass Financial Studio does not sell your personal information.

We may disclose information to unaffiliated third parties only as permitted or required by law, or when reasonably necessary to provide services to you. This may include custodians, technology providers, professional service providers, and other parties involved in servicing your relationship with Shoreglass Financial Studio.

We maintain administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, or disclosure. Our privacy and cybersecurity practices are designed to reflect the nature and size of the firm and the types of information we maintain.

Access to nonpublic personal information is limited to those who need the information to provide services or support the operation of the firm.

If you are a former client, Shoreglass Financial Studio will continue to treat your personal information in accordance with this privacy policy and applicable law.

This Privacy Notice may be updated from time to time to reflect changes in our practices, services, or legal requirements. Current clients will receive updated notices when required.

If you have questions about this Privacy Notice or how Shoreglass Financial Studio handles personal information, please contact us using the information provided on our website.

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Effective Date: September 2026