As your wealth advisor, I value the trust you place in me and take your privacy seriously. This policy explains how I collect, use, share, and protect your non-public personal information in accordance with the Gramm-Leach-Bliley Act (GLBA) and other relevant privacy laws.
To offer you tailored financial services, I may collect personal and financial details such as your name, address, date of birth, and contact information. I may also gather data about your income, assets, investment accounts, and financial holdings. In some cases, I may need your Social Security number to meet legal requirements. I also collect information about your financial goals, risk tolerance, investment preferences, and notes from our discussions. When you interact with my website or scheduling tools, I may collect limited technical data like browser type or device identifiers for functionality and security purposes.
I use the information you provide strictly to support your financial well-being. This includes managing your accounts, delivering personalized wealth management advice, meeting legal and regulatory obligations, arranging appointments, and enhancing the quality of my services. I do not sell your personal information or use it for unsolicited marketing.
I only share your information when it is necessary to support your financial goals or meet legal requirements. This may include custodians, service providers, or regulators. I may also work with other financial or legal professionals at your request and with your written consent. You have the option to opt out of any non-essential sharing by contacting me.
I only share your information when it is necessary to support your financial goals or meet legal requirements. This may include custodians, service providers, or regulators. I may also work with other financial or legal professionals at your request and with your written consent. You have the option to opt out of any non-essential sharing by contacting me.
