GeoWealth Management, LLC (“GeoWealth”) requires that you provide us with current and accurate financial and personal information during the course of our relationship. We are sensitive to the privacy concerns of our clients. We have a long-standing policy of protecting the confidentiality and security of information we collect about you. We will protect the information you have provided in a manner that is safe, secure and professional.
We are providing you with this notice to help you better understand why and how we collect certain personal information, the care with which we treat that information, and how we use that information.
We collect and maintain non-public personal information from the following sources:
We consider the protection of sensitive information to be a sound business practice, and to that end we employ physical, electronic and procedural safeguards to protect your non-public personal information in our possession or under our control. Additionally, no individual who is not so authorized shall obtain your personal and financial information.
We do not disclose any non-public information about you to anyone, except as permitted or required by law or regulation and to certain authorized service providers. Scenarios for which we may share your non-public information include the following:
We maintain non-public personal information of our former clients and apply the same policies that apply to our current clients.
It is not our policy to share non-public personal and financial information with affiliated or unaffiliated third parties except under the circumstances noted above. Since sharing under such circumstances is necessary to service customer accounts or is mandated by law, there are no allowances made for clients to opt out. This policy may change from time to time, and your continued use of the web site and client portal after we make changes is deemed to be acceptance of those changes.