Privacy Notice
Cottonwood Wealth Strategies (“CWS”) is committed to client confidentiality and the protection of your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. “Personal information” refers to the non-public financial information obtained by CWS in connection with carrying out our services.
Information We Collect
CWS collects personal information as part of our relationship with you, to provide services to our clients and fulfill legal and regulatory requirements. The type of information CWS collects may include:
- Information CWS receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
- Information you provide CWS directly about your personal finances or personal circumstances or which CWS may receive from brokerage statements or other information you authorize CWS to receive.
Information Disclosed in Administering Products and Services
CWS discloses personal information about current or former clients to non-affiliated third-parties for everyday business purposes, such as maintaining your account(s), entering trade orders or to respond to court orders or legal investigations. CWS does not sell any personal information about you to any third-party, nor do we share any personal information, including mobile opt-in information, with other financial companies for joint marketing purposes.
Procedures to Protect Confidentiality and Security of Your Personal Information
CWS has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, CWS maintains physical, electronic and procedural safeguards to guard your non-public personal information.
CWS will update its policy and procedures when necessary to ensure that your privacy is maintained and that CWS conducts business in a way that fulfills our commitment to you. If CWS makes any material changes in our privacy policy, we will make that information available to clients through our Web site and/or other communications.