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Privacy Policy
At NobleBridge Wealth Management, LLC (“NBWM”), we are committed to protecting the privacy and confidentiality of your personal information. This Privacy Policy explains how we collect, use, share, and safeguard your information.
Information We Collect
Depending on the products and services you receive, we may collect information including:
- Social Security number
- Income information
- Asset and transaction history
- Investment experience
- Risk tolerance
- Contact information
- Financial account information
We may also collect information from third parties and other financial institutions as permitted by law.
How We Use Your Information
We use your information to:
- Open and maintain accounts
- Provide investment advisory services
- Communicate with you regarding your accounts
- Schedule meetings and appointments
- Meet regulatory and legal obligations
- Improve our services
Information Sharing
We may share your personal information for:
Everyday Business Purposes
Including with service providers that assist us in operating our business, such as:
- Account custodians
- Technology providers
- Compliance consultants
- Administrative service providers
Marketing Purposes
We may use your information to provide information about our products and services. You may request limitations on certain types of marketing communications.
Joint Marketing
We may participate in joint marketing arrangements with other financial companies, subject to applicable regulations.
Affiliates
We may share information regarding your transactions and experiences with affiliated companies as permitted by law.
Non-Affiliates
We do not share your information with non-affiliated companies for marketing purposes.
Third-Party Access
We do not sell or provide access to your personal information to third parties for marketing purposes.
How We Protect Your Information
We maintain physical, electronic, and procedural safeguards designed to protect your personal information from unauthorized access and use.
These safeguards include:
- Secure computer systems
- Encrypted communications where appropriate
- Restricted access to client information
- Secure files and facilities
- Ongoing monitoring and compliance procedures
Information Retention
We retain client information for at least six years following account closure, as required by SEC recordkeeping regulations.
After the required retention period, information is securely destroyed in accordance with our information disposal procedures.
SMS Privacy Policy
By providing your mobile phone number and opting into SMS communications, you agree to receive text messages from NBWM.
These messages may include:
- Appointment scheduling
- Appointment reminders
- Service-related notifications
Data Collection
We collect:
- Name
- Phone number
Data Usage
Your information is used solely to send SMS communications related to our services.
Data Security
We take reasonable steps to protect information shared through text messaging. Clients should avoid sending sensitive personal information such as:
- Social Security numbers
- Account numbers
- Financial credentials
Data Retention
We retain SMS contact information for the duration of your enrollment.
Opt-Out
You may opt out at any time by replying:
STOP
to any text message.
Non-Sharing Commitment
We do not share your personal information, mobile information, or SMS consent with third parties, affiliates, or non-affiliates for marketing or promotional purposes.
Information is shared only with service providers necessary to facilitate secure communications and provide advisory services.
Your Rights
Federal law gives consumers the right to limit certain information sharing.
Residents of certain states may have additional rights, including:
- Access to personal information
- Correction of inaccurate information
- Deletion of personal information
- Restrictions on certain types of data sharing
To exercise these rights, please contact us.
Changes to This Privacy Policy
We reserve the right to modify this Privacy Policy from time to time. Any material changes will be posted on this website and may also be communicated through email or other appropriate means.
Contact Information
NobleBridge Wealth Management, LLC
Phone: (866) 798-0354
Website: www.noblebridgewealth.com
If you have any questions regarding this Privacy Policy or your privacy rights, please contact us.