Dear Valued Client:
When you employ Smith & Howard Wealth Management as your Family’s CFO, you entrust us not only with your assets, but also with your personal financial data. We consider all information to be private and confidential, and we hold ourselves to the highest standard of trust and fiduciary duty in its safekeeping.
Protecting your privacy is important to us. We want you to understand what information we collect and how we use it.
Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. We may collect nonpublic personal information about you from the following sources: Information we receive from you on applications or other forms; Information about your transactions with us, our affiliates or others; and Information we receive from non-affiliated third parties, including consumer reporting agencies.
Nonpublic personal information is “nonpublic information about you that we obtain in connection with providing a financial service or product to you.”
Parties to Whom We Disclose Information
We do not disclose any nonpublic personal information about our clients or former clients to unaffiliated third parties, except as permitted by law. When necessary to provide all of the services you request for your account, we may provide nonpublic personal information about you to certain third parties, such as tax professionals, insurance agents, or brokers/dealers that serve or may serve as the custodian of your account, or that may affect securities transactions on your behalf. Such disclosure is only made in order to fulfill our duties in fully serving your account. Under no circumstances do we sell your name or other information to anyone.
Use of “cookies”
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with our professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. This includes measures to protect your information in the course of its disposal.
Smith and Howard Wealth Management
SMITH AND HOWARD WEALTH MANAGEMENT, LLC