Soundmark Wealth Management, LLC’s primary client goal is to protect your privacy.
To conduct regular business, we may collect non-public personal information from sources such as:
- Information reported by you on applications or other forms you provide to us
- Information about your transactions with us, our affiliates, or others
However, the Firm does not share or disclose any non-public personal information about its current or former customers, except as permitted by law. All information will remain confidential. We do not and will not sell your personal information to anyone, for any reason, at any time.
Information Collected: We may collect your personal information in a variety of ways depending on the level and type of services SWM provides for you. In order to offer the broadest range of services, we may collect the following types of information:
Web site and Web Forms: We track visitors to our website. This data allows us to provide the best service possible by helping to ensure the health of the network and services, developing and deploying new business services, researching, improving and maintaining our existing business services and providing customized services to our users. When you complete one of our online forms, we ask for data about you (name, address, email address, etc). This process is designed to help our internal staff better meet your needs. We may use, combine, or track this data with other services and features of SWM to provide a better user experience and increased functionality.
Email: We may keep records of all email communications sent to SWM. These emails may be used to provide feedback, answer questions, or service other requests.
Data: We maintain physical, electronic and procedural safeguards to protect personal information.
*Policy changes: This policy may change from time to time as necessary or required by law. Any changes will be sent to clients via US mail.