Effective Date: January 24, 2022
Our Commitment to You
Wealthramp does not sell your non-public personal information to anyone. Nor do we provide such information to others except for discrete and reasonable business purposes in connection with the servicing and management of our relationship with you, as discussed below.
Wealthramp limits the information we collect to the Client’s name, contact information and general information regarding their goals and objectives. Wealthramp does not collect non-public, personally-identifiable information or account information.
How do we protect your information?
To safeguard your information from unauthorized access and use we maintain physical, procedural and electronic security measures. These include such safeguards as secure passwords, encrypted file storage and a secure office environment. Our technology vendors provide security and access control over personal information and have policies over the transmission of data. Our associates are trained on their responsibilities to protect Client information. We require third parties that assist in providing our services to you to protect the personal information they receive from us.