Information Adviser Collects.
In connection with providing clients with investment products, financial advice, or other services, Beacon Wealth Consultants, Inc. (the “Adviser”) obtains non-public personal information about clients including:
Information Adviser Discloses.
Adviser will not disclose information regarding Client or Client’s account with Adviser except under the following circumstances:
Adviser’s Security Policy.
Only those individuals who need it to perform their jobs are authorized to have access to confidential client information. Adviser maintains physical, electronic, and procedural security measures that comply with applicable state and federal regulations to safeguard confidential Client information.
Closed or Inactive Accounts.
If Client decides to close account(s) or become an inactive customer, Adviser will adhere to the privacy policies and practices as described in this notice.
If Adviser makes any substantial changes in the way confidential information is used or disseminated, Adviser will notify the Client.