Amplify My Wealth recognizes and bases our relationships with current and prospective clients on integrity and trust. We work hard to maintain your privacy and preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Amplify My Wealth 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. Amplify My Wealth will provide this privacy statement to all clients annually.
We want our clients to understand what information we collect, how we use it, and protect their personal information.
Why We Collect Your Information
We gather information about you so that we can:
Help design and implement the investment and planning related services we provide you; and
Comply with the Federal and State laws and regulations that govern us.
What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” about you:
Information from our initial meeting or subsequent consultations about your identity includes your name, address, social security number, date of birth, and financial information.
Information that we generate to service your financial needs.
Information that we may receive from third parties concerning your financial profile.
What Information We Disclose
By law, we may disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as an independent contractor hired by Amplify My Wealth.
Otherwise, Amplify My Wealth will not disclose any personal information about you or your account(s) unless one of the following conditions exists:
We receive your prior written consent; or
We are assisting you with implementing something in respect to your financial plan with you and at your direction;
We are reaching out to another professional to assist you with implementing something concerning your financial plan;
We have documentation that the recipient is your authorized representative; or
We, by law, must disclose information to the recipient.
Arrangements with companies or independent contractors not affiliated with Amplify My Wealth will be subject to confidentiality agreements.
How We Protect Your Personal Information
Privacy has always been essential to Amplify My Wealth. We restrict and limit access to client information only to those who need to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.
