Why We Collect & How We Utilize Your Personal Information:
When we evaluate your request for our services, provide investment advice and process transactions for your accounts, you routinely provide us with personal information to help us fulfill our duties.
The Information We Collect:
Social Security #(s) or Tax ID(s)
Assets & Liabilities
Income Sources & Budget Forecasts
How We Protect Your Information:
We do not and will not sell your personal information to anyone.
All current and former clients’ information is handled in a confidential manner and our employees will provide information to third parties only after you sign a request permitting us to do so. This includes information that you wish us to share with your other advisors, such as, attorney, accountants or other investment professionals. We do share your personal information with companies that we hire to perform certain administrative services. These companies are not allowed to use your personal information for their own purposes.
Client’s Right to Correction of & Access to Information:
Upon written request, we will make the information we collect about you available for review. Please note, information collected in connection with, or in anticipation of, any legal matters will not be made available.
If any information with us is inaccurate or out of date, please contact us immediately at (231) 947-3775.
Front Street Wealth Management LLC
310 W. Front Street, Suite 406
Traverse City, MI 49684