information” refers to the nonpublic financial information obtained by Virginia Wealth Management in connection with carrying out our services.
Information We Collect
Virginia Wealth Management collects personal information as part of our relationship with you in order to provide client services and fulfill legal and regulatory requirements. The type of information Virginia Wealth Management collects may include:
- Information Virginia Wealth Management receives from you on forms (such as your name, address, Social Security number, profile documents, assets, and income);
- Information you provide Virginia Wealth Management directly about your personal finances or personal circumstances or which Virginia Wealth Management may receive from brokerage statements or other information you authorize Virginia Wealth Management to receive.
Information Disclosed in Administering Products and Services
Virginia Wealth Management shares your personal information for everyday business purposes, including to process transactions, maintain your account, respond to court orders or legal investigations or report to credit bureaus as well as for our marketing purposes. Virginia Wealth Management does not sell any personal information about you to any third party. Other than to service your account, Virginia Wealth Management will not disclose personal information to non-affiliated third parties without your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information
Virginia Wealth Management 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. To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. In addition, Virginia Wealth Management maintains physical, electronic, and procedural safeguards to guard your nonpublic personal information.
If you have questions, please contact us (757) 963-1823.