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Privacy Policy

Arnett Carbis Toothman Wealth Advisors LLC (ACT Wealth Advisors) is committed to client confidentiality and to protect 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 nonpublic financial information obtained by ACT Wealth Advisors in connection with carrying out our services.

Information We Collect
ACT Wealth Advisors collects personal information as part of our relationship to you to provide client services and fulfill legal and regulatory requirements. The type of information ACT Wealth Advisors collects may include:

  • Information ACT Wealth Advisors receives from you on forms (such as name, address, Social Security number, profile documents, assets and income)
  • Information you provide ACT Wealth Advisors directly about your personal finances or personal circumstances or which ACT Wealth Advisors may receive from brokerage statements or other information you authorize ACT Wealth Advisors to receive.

With your prior written consent, we may use any information we obtain in order to perform advisory services and disclose it to ACT Wealth Advisors affiliates and third parties so that you can receive selective information regarding any of the services offered by ACT Wealth Advisors affiliates or such third parties.  Your financial information will not be used for other purposes, except to provide you with additional financial or tax-related information and services, or except as otherwise required or permitted by law.

Information Disclosed in Administering Products and Services
ACT Wealth Advisors will not disclose personal information about current or former clients to nonaffiliated third parties except as permitted or required by law. ACT Wealth Advisors does not sell any personal information about you to any third party. ACT Wealth Advisors 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
ACT Wealth Advisors 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, ACT Wealth Advisors maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.

ACT Wealth Advisors will update its policy and procedures when necessary to ensure that your privacy is maintained and that ACT Wealth Advisors conducts business in a way that fulfills our commitment to you. If ACT Wealth Advisors makes any material changes in its privacy policy, we will make that information available to clients through our Web site and/or other communications.

Our Offices
©2018 Arnett Carbis Toothman Wealth Advisors LLC