Our Privacy Policy
Why?
The Wealth Conservancy, Inc. considers the privacy of its clients to be of fundamental importance and has established a policy to maintain the confidentiality of the information you share with us. We are committed to safeguarding the personal information of our clients from unauthorized access and against unlawful processing, accidental loss, destruction, and damage.
In providing wealth management services to you, we collect certain nonpublic information about you. Our policy is to keep this information confidential and strictly safeguarded, and to use or disclose it only as needed to provide services to you, or as permitted or required by law. This policy is applicable to information for current and former clients.
Please read this notice carefully to understand how we collect, share, and protect your personal information. Depending on the services you have with us, we collect personal information to better administer, manage, or service client accounts, and to provide financial services. This information is collected from direct and indirect sources.
What?
The material on this website is made available by The Wealth Conservancy, Inc. for general information and educational purposes only to give a general view of issues relative to wealth and inheritance. This information is not financial/investment advice and should not be construed as such. You should not rely on any information in this website without first obtaining advice from a financial/investment advisor. You understand that using this website does not constitute a client relationship between you and The Wealth Conservancy, Inc.
How?
Information received from you on applications and other forms, information about your transactions with us and others, meetings with our investments manager and your financial planner, questionnaires, information services and consumer reporting sources, other sources with your consent (such as your attorney, accountant, or other professional partners).
Who?
We do not disclose information obtained during our practice except as required or permitted by law. Permitted disclosures include providing information to non-affiliated third parties with whom we do business on your behalf or to deliver client services, such as the custodian with which your assets are held, and disclosures required for regulatory compliance. We do not share your personal information with companies that perform marketing services, nor do we sell your personal information to anyone. Even if we cease to provide you with financial services our Privacy Policy will remain in effect.
Where?
We maintain physical, electronic, and procedural safeguards to protect information and have procedures in place that we believe are reasonably designed to protect the security and confidentiality of your information. Our employees and affiliated persons are required to protect the confidentiality of all your information, including that which is personal and non-public. They may access information only for the purpose of servicing your transactions and account(s) or providing you with financial services. Employees who violate our Privacy Policy are subject to disciplinary action, up to and including termination from employment with us. If you have any questions, concerns, or comments about our privacy policy, you may contact us at 303-444-1919.