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 may occasionally use a “cookie” in order to provide better service to you, to facilitate your use of our website to your Wealth Plan, to track usage of this website, and to address security issues. A cookie is a small piece of information that a website stores on a personal computer and can be retrieved later. We may use cookies for administrative purposes, such as to store your preference for certain kinds of information. None will contain information that will enable anyone to contact you via telephone, email or any other means. If you are uncomfortable with the use of cookie technology, you can set your computer’s browser to decline cookies. However, if you refuse cookies, you may be unable to utilize certain features of our website and you may experience performance issues with our website.

Protecting the Confidentiality and Security of Current and Former Clients’ Information/Disposal

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.

If you should have any questions regarding our Privacy Policy, please feel free to give us a call at 404-874-6244 and we will be more than happy to discuss this with you.

Smith and Howard Wealth Management