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.

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