|
IMPORTANT NOTICE FROM SKM WEALTH MANAGEMENT CONCERNING YOUR PRIVACY
Your trust is the most valuable asset of SKM Wealth Management, LLC. As technology continues
to evolve, it is more important than ever that we assure you that your information is safe with
us. We take every precaution to protect your privacy, maintaining physical, electronic and procedural
safeguards that comply with Federal and other applicable standards to guard your “nonpublic
personal information.”
When you provide us - or we obtain - information about you and your accounts that is not publicly
available (nonpublic personal information), you can be certain this information will be used
only for our financial planning and investment services. We do not provide information to companies
for use in telemarketing or direct mail marketing of any products or services.
Information We Collect
We collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications and other forms; and
- Information about your transactions with us, our affiliates or other persons who are not
members of our corporate family (non-affiliates).
Most of this information is used for only one purpose: to help deliver the services you have
requested, easily and efficiently. It also may permit us to design and offer specific services
that will be useful to you.
Information We Disclose and to Whom
We restrict access to your nonpublic personal information to our employees, agents or other
similar persons who need to know that information to provide services to you. We do not disclose
information about our clients or former clients to anyone, except our sub-advisor, Corrigan
Financial, Inc., as required, or as permitted by law. For example, certain Federal or state
laws may require us to disclose information about you if you are involved in litigation with
a third party. In such circumstances, only the specific information required by law, subpoena
or a court order will be disclosed.
Online Services and Privacy
You can visit our website and learn about our services without providing any information about
you. We do not store or retain any information (i.e. “cookies”) when you visit our
website. (Currently, we do not offer transactional services.)
Where to Find Out More
If you have questions or comments about our privacy practices or the way your information is
maintained and used, please write to us at 55 Dorrance Street, Providence, Rhode Island 02903,
Attention: Jason Archambault, Privacy Officer. We are committed to protecting your privacy,
whether you do business with us in person, electronically, by telephone or mail.
Print This Page |
Close Window
|