Privacy Policy

Virginia Wealth Management Group, Inc. (hereafter referred to as “Virginia Wealth Management”) is committed to client confidentiality and the protection of 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 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.

Virginia Wealth Management will update its policy and procedures when necessary to ensure that your privacy is maintained, and that Virginia Wealth Management conducts business in a way that fulfills our commitment to you. If Virginia Wealth Management makes any material changes in its privacy policy, we will provide you notice of any material change to this policy.

If you have questions, please contact us (757) 963-1823.