CUSTOMER PRIVACY POLICY
Ewing Wealth Management maintains a commitment to confidentiality and privacy of client information. We are committed and bound to do so as a matter of trust between clients and the employees of Ewing Wealth Management. Please be kind enough to read our privacy policy below to learn more about how we treat and safeguard the personally identifiable financial information of our clients and former clients.
When we use the words “you” and “your” in this statement, we mean current or former clients who have or have had a continuing client relationship with Ewing Wealth Management. “Nonpublic personal information” means information about you that we collect in connection with providing you our services.
How We Gather Information
We collect nonpublic personal information about you to enable us to provide you with our services. We collect information furnished by you on account applications or other forms you submit. The information is collected in a variety of ways from you including in written form, by telephone, through information you provide or direct us to obtain for tax and financial planning organizers, through electronic means such as e-mail and in the course of your personal consultations, interviews and contacts with our employees. For example, we may collect nonpublic personal information from other companies or professionals you may retain such as fiduciaries, accountants and other investment advisors. We collect such information so that we can effectively provide the services required by you. The information we collect may include your name, address, telephone and facsimile numbers, email addresses, Social Security number or tax identification number, and investment objectives. Once you have opened an account, we administer your account by collecting and maintaining personal information about your transactions including balances, positions and account history.
Restrictions on Disclosure of Non-Public Personal InformationR
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. Unless a client has specifically authorized us to do so, we do not disclose your personal information to others except in three limited circumstances.
We disclose personal information to non-affiliated co-advisers, including to Schwab Advisor Services, a division of Charles Schwab & Co., Inc. We may also disclose personal information if we believe in good faith that such disclosure is required to comply with applicable laws, such as cooperating with regulators.
Our Security Practices
We will take steps to safeguard your nonpublic personal information.. We maintain physical, electronic and procedural safeguards to guard your information.
Should you have any questions, please contact your Investment Advisor at the address and/or phone number provided on the cover page of this Disclosure Brochure.