Cambridge Wealth Management
Privacy Policy
Financial Planners, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. Financial Planners have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.
Parties to Whom We Disclose Information
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
Sharing Information with other Affiliates
We are also permitted under law to share the nonpublic personal information described above with Robert Korljan LTD and Cambridge Wealth Management, Inc. which adheres to the same privacy standards when handling your personal return.
Protecting the Confidentiality and Security of Current and Former Clients’ Information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Cookies
We do utilize cookies to anonymously collect statistical data concerning visits to our web site.
A cookie is a piece of data stored on a user's hard drive containing information about the user. Our website uses cookies containing encrypted or encoded information. Cookies allow us to process your online requests. Cookies are set to expire 60 days from your initial visit.
Other Websites
We offer links to other web sites. We are not responsible for the privacy practices or the content of these other web sites. If you use a link to another web site, you should consult the privacy notice for the site you visit. We have no control over the information that is submitted to, or collected by, other web sites and we are not responsible for the content of any linked site or any link contained in a linked site, or any changes or updates to such sites.
This privacy statement applies solely to information collected by Robert Korljan LTD and Cambridge Wealth Management, Inc.
