Privacy Statement

As required by law, our privacy policy outlines how we maintain and protect confidential personal information in regards to protecting your privacy and nonpublic information.

Personal Information:

As part of our advisory relationship, it is imperative clients feel comfortable sharing personal information. As your investment advisor, PWM will collect the following information in order to fulfill our legal and regulatory requirements: name, address, social security number, assets and income. Additional information regarding your personal finances, personal circumstances as well as any brokerage statements you authorize PWM to review.

Information Disclosure:

PWM WILL NOT disclose personal information without your authorization or permission, except as required by law. PWM will not disclose information on clients or former clients to non-affiliated third parties without permission unless required by law.

Confidentiality and Security:

PWM protect client’s personal information by limiting access to only those employees who need access to perform business services. PWM works continuously to educate employees on the importance of security and protecting private, personal information. If any change are made to our privacy policy, we will readily make that information available to our clients as well as post an update on our website.