ISOLN WEALTH, an independent wealth solutions firm, is committed to safeguarding the confidential information of its clients. We hold all personal information provided to our firm in the strictest confidence. These records include all personal information that we collect from you in connection with any service provided by ISOLN WEALTH. We use financial and health information that you provide to us to help you meet your personal financial goals. Our policy with respect to personal information about you is listed below. We limit employee access to information only to those who have a business or professional reason for knowing.
We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
The categories of nonpublic personal information we collect from a client depend upon the scope of the client engagement. It will include information about your personal finances, information about your health to the extent that it is needed for providing ideal solutions, information about transactions between you and third parties, and information from consumer reporting agencies.
For unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private.
We do not provide your personally identifiable information to mailing list vendors or contractors for any purpose.
Personally identifiable information about you and your investment will be maintained during the time you are a client, and thereafter, such information will be destroyed from our systems.
