What Does Savy Wealth Advisors, INC. Do With Your Personal Information?
Why?
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.
How?
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
- Investment experience and account transactions
When you are no longer our customer, we continue to share your information as described in this notice.
What?
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 customer’s personal information, the reasons Savy Wealth Advisors, Inc. chooses to share, and whether you can 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
DOES Savy Wealth Advisors, Inc. SHARE?
Yes
Can You Limit This Sharing?
No
For our marketing purposes—
To offer our products and services to you
DOES Savy Wealth Advisors, Inc. SHARE?
Yes
Can You Limit This Sharing?
No
For joint marketing with other financial companies
DOES Savy Wealth Advisors, Inc. SHARE?
No
Can You Limit This Sharing?
We don’t share
For our affiliates’ everyday business purposes—
Information about your transactions and experiences
DOES Savy Wealth Advisors, Inc. SHARE?
No
Can You Limit This Sharing?
We don’t share
For our affiliates’ everyday business purposes—
Information about your creditworthiness
DOES Savy Wealth Advisors, Inc. SHARE?
No
Can You Limit This Sharing?
We don’t share
For nonaffiliates to market to you
DOES Savy Wealth Advisors, Inc. SHARE?
No
Can You Limit This Sharing?
We don’t share
Who We Are & What We Do
Who is providing this notice?
Savy Wealth Advisors, Inc.
How does Savy Wealth Advisors, Inc. 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 Savy Wealth Advisors, Inc. collect my personal information?
We collect your personal information, for example, when you:
- Open an account or give us your income information
- Tell us about your portfolio or deposit money
- Enter into an investment advisory contract
We also collect your personal information from others, including affiliates and 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.
- Savy Wealth Advisors, Inc. and Savy Financial Group, Inc. are under common ownership.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- Savy Wealth Advisors, Inc. does not share with nonaffiliates so they can market to you
Joint Marketing
Savy Wealth Advisors, Inc. does not jointly market.
- Savy Wealth Advisors, Inc. does not share with nonaffiliates so they can market to you
