WHAT DOES Fiduciary Wealth Management LLC do 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:
- Social Security number and income
- Account balances and transaction history
- Assets, investment experience, risk tolerance, and account transactions
- Retirement assets, checking account information, and employment information
- Payment history
When you are no longer our customer, we continue to share your information as described in this
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 customer’s personal information; the reasons Fiduciary Wealth Management chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information
Does Fiduciary Wealth Management s share?
Can you limit this sharing?
For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
For our marketing purposes—to offer our products and services to you
For joint marketing with other financial companies
We don’t share
For our affiliates’ everyday business purposes—information about your transactions and experiences
For our affiliates’ everyday business purposes—information about your creditworthiness
We don’t share
For nonaffiliates to market to you
We don’t share
Who we are
Who is providing this notice?
Fiduciary Wealth Management
What we do
How does Fiduciary Wealth Management 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 Fiduciary Wealth Management collect my personal information?
We collect your personal information, for example, when you
- enter into an investment advisory contract or service agreement
- open an account or give us your income information
- tell us about your investment or retirement portfolio or deposit money
- seek financial advice, tax advice or investment advice
- provide employment information
- provide account information
- give us your contact information or pay us via a check
- make a wire transfer or money movement authorization
- share your government-issued ID or your driver’s license
Why can’t I limit all sharing?
Federal law gives you the right to limit only
- sharing for affiliates’ everyday business purposes—information about your creditworthiness
- affiliates from using your information to market to you
- sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
Companies related by common ownership or control. They can be financial and nonfinancial companies.
- Our affiliates include: none
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- Fiduciary Wealth Management does not share with nonaffiliates so they can market to you.
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- Fiduciary Wealth Management does not jointly market.
Other important information
If you are a California resident, California law may provide you with additional rights regarding our use of your personal information. To learn more about your California privacy rights under the California Consumer Privacy Act (CCPA), visit the CCPA Privacy Notice.