(Home) is committed to safeguarding the personal information of clients and prospective clients.  The following Privacy Policy describes the personal information that we may obtain during the normal course of business and how we handle and safeguard that information.

Information Obtained. collects personal information through our risk questionnaire in order to administer your accounts and serve you better.  This information may include personal and household income, net worth, home equity, spending habits, investment practices, and the size of investment accounts.

We may also collect certain technical information, including your web browser type, your Internet Protocol address, the amount of time you spend on the site and the pages that you visit. This information is used to resolve technical issues and to increase functionality and appeal for future users.

Sharing of Information.  Except as required by law, does not share confidential information about clients or prospective clients with third parties.  In the unlikely event there is a change in this fundamental policy that permits additional disclosure of clients’ confidential information, will provide notice to clients and clients will be given an opportunity to opt out of such disclosure. 

Data Security. utilizes common protective elements used by companies doing business over the internet, including virus protection, firewall barriers and password-protected access to certain information.  Within the company, access to personal information is limited to those employees that require access in order to perform their job responsibilities.

Email communication.  We may contact you at the email address that you provide regarding products, services, and special offers that may be of interest to you.  You may opt out of further email communications by following the instructions in each email.

If you have any questions regarding our website or this Privacy Policy, send George an email.

Copyright © 2019   |    Privacy    |   Legal             Note: Investment advice provided by the investment advisory firm West Wind Wealth Management, LLC