Privacy Policy for Kendall Wealth LLC Website

As required by both Federal and state laws, we are providing you the following disclosure about how we collect, share, and protect your personal information. Our Privacy Policy reflects our adherence to professional standards of confidentiality that are even more stringent than those required by Federal and state laws.

Our Privacy Statement

We collect nonpublic personal information about our clients from the following sources:

– Information we receive from our clients in the course of establishing and managing investment accounts; and

– Information we receive as part of the financial planning process; and

– Information about our clients’ transactions with us.

We do not disclose any nonpublic personal information about our clients to anyone, except as required by law, as otherwise permitted by our clients, to companies that perform support services on our behalf, or to other firms that assist us in providing our clients with services. We restrict access to our clients’ nonpublic personal information to those employees who need to know that information to provide services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ non-public personal information.