Privacy Policy
Flywheel Private Wealth, LLC is committed to client confidentiality and the protection of your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. "Personal information" refers to the non-public financial information obtained by Flywheel Private Wealth, LLC in connection with carrying out our services.
Information We Collect
Flywheel Private Wealth, LLC collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information Flywheel Private Wealth, LLC collects may include:
• Information Flywheel Private Wealth, LLC receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
• Information you provide Flywheel Private Wealth, LLC directly about your personal finances or personal circumstances or which Flywheel Private Wealth, LLC may receive from brokerage statements or other information you authorize Flywheel Private Wealth, LLC to receive.
Information Disclosed In Administering Products and Services
Flywheel Private Wealth, LLC will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Flywheel Private Wealth, LLC does not sell any personal information about you to any third-party. Flywheel Private Wealth, LLC will not disclose personal information without your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information
Flywheel Private Wealth, LLC has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Flywheel Private Wealth, LLC maintains physical, electronic and procedural safeguards to guard your non-public personal information.
Flywheel Private Wealth, LLC will update its policy and procedures when necessary to ensure that your privacy is maintained and that Flywheel Private Wealth, LLC conducts business in a way that fulfills our commitment to you. If Flywheel Private Wealth, LLC makes any material changes in its privacy policy, we will make that information available to clients through our Web site and/or other communications.