Unified Wealth Financial considers the privacy of its clients to be of fundamental importance and has established a policy to maintain the confidentiality of the information you share with us.
In providing asset management services to you, we collect certain nonpublic information about you. Our policy is to keep this information confidential and strictly safeguarded, and to use or disclose it only as needed to provide services to you, or as permitted or required by law. This policy is applicable to information for current and former clients.
Information we collect
The personal information we collect directly from you includes information required to communicate with you and assist us in effectively addressing your financial needs. This information could include:
We collect your personal information, for example, from the following sources:
How information is used
All financial companies need to share client personal information to run their everyday business. We use information about you to provide our asset management services to you. We may disclose the information to third parties as permitted by law, including the broker/dealers, custodians or other companies used to provide services to you. From time to time, we may be required to give information about our business to regulatory authorities. This may include personal information about you. We do not sell your personal information to anyone.
How information is safeguarded
We have procedures in place that we believe are reasonably designed to protect the security and confidentiality of your information. These include confidentiality agreements with companies we hire to help us provide services to you, password-protected user access to our computer files, training of employees, and strict confidentiality policies that apply to all employees.
Contact information
If you have any questions, concerns or comments about our privacy policy, you may contact us at 801-830-9249.
Head Office
1176 S. 590 E.
Payson, UT 84651
Email: nate@bristleconewealth.com
Phone: 801-830-9249
©Unified Wealth Financial All Rights Reserved
Unified Wealth Financial DBA of Bristlecone Wealth, LLC (“Unified Wealth Financial”) is a Registered Investment Advisor (“RIA”) located in the State of Utah. Unified Wealth Financial provides investment advisory and related services for clients nationally. Unified Wealth Financial will maintain all applicable registration and licenses as required by the various states in which Unified Wealth Financial conducts business, as applicable. Unified Wealth Financial renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.