16909 Via De Santa Fe, Suite 202
Rancho Santa Fe,
WEALTH ADVISORS, INC
NOTICE OF PRIVACY AND SECURITY
Wealth Advisors, Inc. respects every individual’s right to the privacy of his or her personal information. We consider our relationship with our clients to be a very valuable asset. You should know that we do not share, sell, or rent to anyone the information you have entrusted to us.
CONFIDENTIALITY AND SECURITY
Confidentiality and privacy of personal information are responsibilities we take seriously. We have and maintain strict policies and procedures to protect the confidentiality of your information during all stages of your relationship with us. For example, a Code of Ethics that requires them to treat all personal information as confidential binds all of our colleagues, and they are subject to disciplinary action if they fail to follow this Code. In addition, we maintain physical, electronic, and procedural safeguards to protect your personal information from unauthorized access and anticipated threats or hazards. Access to your information by our employees and other representatives is restricted to those individuals having a business need for such information in order to service your account.
INFORMATION WE MAY COLLECT AND USE
In order to service your account, from time to time, we collect non-public personal information about you from the following sources:
Other information may, from time to time, be provided to us as we facilitate transactions that you have requested.
INFORMATION WE MAY DISCLOSE
We occasionally disclose non-public personal information about you to affiliates and third parties as permitted by law.
Some instances when we have shared information include:
In situations where we have shared information with third parties, they are contractually obligated to keep the information that we provide to them confidential, and are not permitted to use the information for any purpose other than to assist in the servicing of your account.
It is not a policy of Wealth Advisors, Inc. to share non-public personal and financial information with affiliated or unaffiliated third parties except under the circumstances noted above. Since sharing under the circumstances noted above is necessary to service customer accounts or is mandated by law, there are no allowances made for clients to opt out.