PRIVACY POLICY
Why?
At Delvaux Wealth Management, we are dedicated to upholding the highest standards of trust and confidentiality. Safeguarding our clients’ information is an integral part of our fiduciary duty, reflecting our unwavering commitment to trust, privacy, and integrity. Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
Our Commitment to Privacy
Our clients’ privacy is not for sale. Delvaux Wealth Management does not sell nonpublic personal information—under any circumstances, at any time.
What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
· Social Security number and income
· Account balances and transaction history
· Assets and investment experience
When you are no longer our customer, we continue to share your information as described in this notice.
How?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Delvaux Wealth Management chooses to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Does Delvaux Wealth share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes — such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus. | Yes | No |
| For our marketing purposes — to offer our products and services to you | Yes | No |
| For joint marketing with other financial companies | No | We don’t share |
| For our affiliates’ everyday business purposes — information about your transactions and experiences | No | We don’t share |
| For our affiliates’ everyday business purposes — information about your creditworthiness | No | We don’t share |
| For our affiliates to market to you | No | We don’t share |
| For nonaffiliates to market to you | No | We don’t share |
Questions?
Go to delvauxwealth.com/contactus
Who we are?
Who is providing this notice?
Delvaux Wealth Management LLC
What we do?
How does Delvaux Wealth Management protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Delvaux Wealth Management collect my personal information?
We collect your personal information, for example, when you
· open an account or perform transactions
· seek advice about your investments
· enter into an investment advisory contract
· direct us to buy securities
· make a wire transfer or tell us where to send money
· tell us about your investment portfolio
We also collect your personal information from other companies.
Why can’t I limit all sharing?
Federal law gives you the right to limit only
· sharing for affiliates’ everyday business purposes—information about your creditworthiness
· affiliates from using your information to market to you
· sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
· Delvaux Wealth Management does not share with nonaffiliates so they can market to you.
Joint Marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
· Delvaux Wealth Management does not share with nonaffiliates so they can market to you.