Privacy Policy for Kendall Wealth LLC Website
All Investment Advisers are required by law to inform their clients of their policies regarding privacy of client information.
We are bound by professional standards of confidentiality that are even more stringent than those required by law.
Federal law gives customers the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information.
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’ nonpublic personal information.
All Investment Advisers are required by law to inform their clients of their policies regarding privacy of client information.
We are bound by professional standards of confidentiality that are even more stringent than those required by law.
Federal law gives customers the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information.
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’ nonpublic personal information.
222 Third Street, Suite 3220 • Cambridge Massachusetts 02142 • Phone: (617) 945-2371
Privacy Policy • Terms and Conditions • © 2015-2021 Kendall Wealth LLC