Keatley Wealth Management, LLC

Privacy Policy

 

At Keatley Wealth Management, LLC, we respect the personal financial privacy of all our clients.  We understand that our clients have entrusted us with private personal and financial information, and it is important to us that all employees, officers and clients of our Firm know our policy concerning what we do with that information.

We collect personal financial information about our clients from the following sources:

• Information our clients provide to us to complete their Investment Policy Statements or Financial Plans;
• Information our clients provide to us in agreements, account applications, and other documents completed in connection with the opening and maintenance of their accounts;
• Information our clients provide to us orally; and
• Information we may receive from third parties, such as brokerage firms, about our clients’ transactions with us or with others.

We do not disclose any nonpublic personal financial information about our clients to anyone, except in the following circumstances:

• When required to provide services our clients have requested;
• When our clients have specifically authorized us to do so in writing; or
• When permitted or required by law.