At GoldWell Capital, we are committed to protecting the privacy and confidentiality of our client’s personal and financial information. We recognize the importance of maintaining the confidentiality and security of this information, and we have implemented measures to ensure that your information is always safeguarded.
Collection of Information : We collect personal and financial information from our clients in order to provide investment advisory services. This information may include your name, address, social security number, date of birth, financial information, and other sensitive information.
Use of Information : We use the information we collect to provide investment advisory services and to comply with legal and regulatory requirements. We may also use this information to communicate with you regarding our services and to inform you of investment opportunities that may be of interest to you.
Disclosure of Information : We do not sell or disclose your personal or financial information to third parties, except as required by law or as necessary to provide investment advisory services. We may disclose your information to service providers who assist us in providing investment advisory services but only to the extent necessary to provide those services.
Security : We maintain physical, electronic, and procedural safeguards to protect your personal and financial information from unauthorized access or use. We restrict access to your information to employees who need to know the information in order to provide investment advisory services.
If you have any questions or concerns about our privacy practices, please contact us at 8097394363.