Privacy Policy

CONFIDENTIAL INFORMATION
Essential Wealth Management does not share information about our clients with any outside parties for solicitation or marketing mailing lists. Client information is not available to anyone other than associates of the company for the purpose of serving our clients. All client files are kept in a secure location and secure computer database. Client information is available to third parties that you specifically request access for the purpose of planning only (your banker, your loan or real estate agent, your tax professional, your lawyer, your insurance agent). State or Federal regulators under the permission of the law may review forms and records in files.

COLLECTION DATABASE
Your EWM registered investment advisor will collect your financial and personal information from all of the records you provide, the forms that are filled out with companies, and the records sent in by financial institutions such as mutual fund companies, advisors or representatives, and/or employers. We collect and keep identifying information such as social security number, driver's license number, and date of birth, address, and place of employment.

CATEGORIES OF INFORMATION
The information that we collect is often confidential in nature. Information kept on file will depend on the type of advice, planning, and investment style for each client. Information about personal finances, health, and assets are crucial to the development and execution of financial planning strategies.