Simplify Wealth LLC considers the privacy of our clients to be of utmost importance. This notice describes the practices and policies through which we maintain the confidentiality and protect the security of our clients’ nonpublic personal information.
Types of Information We Collect
We collect nonpublic personal information about our clients, which is provided to us by them, or obtained by us with their authorization.
We do not disclose nonpublic personal information about our current or former clients to anyone, except as permitted by law and required by necessity of our business operations. We are permitted by law to share any of the information we collect in the normal course of serving clients to unrelated third parties who need to know that information to assist us in providing services to clients. In all such situations, we stress the confidential nature of information being shared.
How Information Is Safeguarded
We have procedures in place that are designed to protect the security, integrity, and confidentiality of client information. These include password protected, limited-privilege user access to computer files, with multifactor authentication; secure electronic transmission of all client information; ongoing training of employees about our Simplify Wealth information security policy and developing trends; and strict confidentiality policies that apply to all employees.