Vested Wealth Advisors (VWA) is committed to safeguarding the confidential information of its clients. We hold all nonpublic personal information you provide to us in the strictest confidence.
VWA retains non-public information about its clients from numerous sources as a result of the services requested. These include, but are not limited to: account applications and other forms; discussions with unaffiliated third parties; information about your transactions with us or others; data gathering questionnaires; tax returns; estate planning documents and so on.
Vested Wealth Advisors also retains non-public information about its clients from various other materials utilized by VWA in order to put forth an appropriate recommendation or to respond to a service request, or to provide accurate and pertinent advice.
Vested Wealth Advisors adheres to the following policies regarding the use of your personal information:
- We do not sell your personal information to anyone.
- We will provide notice of changes in our information sharing practices. If, at any time in the future, it is necessary to disclose any of your personal information in a way that is inconsistent with this policy, we will give you advance notice of the proposed change so you will have the opportunity to opt out of such disclosure.
- We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
- For unaffiliated third parties that require access to your personal information, including, attorneys, accountants, insurance agents and brokers, we require strict confidentiality in our agreements with them and expect them to keep this information private. Federal and state regulators also may review Firm records as permitted under law.