As of January 1, 2020
Millennial Wealth Management, LLC recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Millennial Wealth Management, LLC will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Millennial Wealth Management, LLC will provide the privacy statement to all clients annually.
We want our clients to understand what information we collect, how we use it, and how we protect it responsibly.
Why We Collect Your Information
We gather information about you so that we can:
What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” about you:
What Information We Disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm. If the Financial Planner/Financial Adviser leaves Millennial Wealth Management, LLC to join another firm, he or she may be permitted to retain copies of client information so that they can assist with the transfer of client accounts and continue to serve the client at their new firm.
“Opting-Out” of Third Party Disclosures: If you do not want your Financial Planner/Financial Adviser to retain copies of your client sensitive information when he or she leaves us to join another firm, you may contact us by calling 303-578-8535.
Otherwise, Millennial Wealth Management, LLC will not disclose any personal information about you or your account(s) unless one of the following conditions is met:
Arrangements with companies not affiliated with Millennial Wealth Management, LLC will be subject to confidentiality agreements.
How We Protect Your Personal Information
Our extensive money related arranging administration is exceptional. No two client connections look similar at Millennial Wealth Management, because we know each of our customers is unique. In the event that you need individual consideration with a genuine comprehension of your current money related circumstance and an arrangement to help you achieve your future objectives, give us a call. We are legally bound dependably put Denver occupants' interests first, and we take that responsibility very seriously.