Chasewood Wealth Management values you and the business you bring to our firm.
Your privacy is important to us.
Chasewood Wealth Management values you and the business you bring to our firm. This privacy notification is provided to ensure you that Chasewood Wealth Management respects and protects the personal information you share with us.
As you know, to provide the financial services you select, it is necessary for us to obtain certain personal information on the account applications you complete. The procedures we follow as we service your account and handle your personal information include the protection of your privacy.
Let’s be more specific.
Chasewood Wealth Management collects certain “nonpublic personal information” about you in the process of establishing your account(s). Included in the application is information such as name, address, date of birth, Social Security number, driver’s license or passport number, marital status, income, investment history, and investment allocation selections.
In addition, Chasewood Wealth Management accumulates ongoing information as it related to your active accounts managed by our firm. Your management preferences, risk tolerances, asset balances, and quarterly statements are included in this area of private information.
We share client information with our Chasewood Wealth Management staff in the process of providing our management services. We also share client information with affiliated administrative companies and with custodial companies that facilitate the services you have requested.
We do not release personal client information outside our office, or the offices of our affiliates or facilitating companies, without a written, signed consent from the client.
We may share information with a nonaffiliated third party as permitted or required by law, such as with an inquiry from a government agency or regulator.
We maintain physical, electronic and procedural safeguards that comply with federal standards to protect your financial privacy.