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.
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: