Newbridge Wealth Management, LLC – Privacy Statement 2017

 

Newbridge Wealth Management, LLC (NB) respects and defends the privacy of its Clients and is committed to the goal of securing the confidentiality and integrity of their personal information.

 

Why We Collect Information

We gather personal and financially sensitive information on Clients so we can:  (i) facilitate our ability to provide counseling, (ii) and comply with the laws and regulations that govern us. To the best of our ability, NB policy is to keep this information strictly safeguarded.

 

our position on Disclosure

We will not disclose any information about our clients, former clients, or prospective clients to any individual or entity.  As so, we do not request Clients serve as references unless they have personally recommended the prospective client to NB.  Moreover, we will not release information about our clients, former clients, or prospective clients unless one of two conditions is met:

  • We receive their prior written consent;
  • We are required by law to release the information.