Privacy Policy
At Nue Wealth, we are committed to protecting your privacy and handling your personal information with the utmost care. We understand the sensitive nature of the data you share with us and take our responsibility to safeguard it seriously. This privacy policy outlines how we collect, use, and protect your information in accordance with applicable laws and industry standards, including the Gramm-Leach-Bliley Act.
In the course of providing financial planning and investment advisory services, we collect non-public personal information about you. This may include details you provide in meetings, forms, or online, such as your name, contact information, Social Security number, income, employment information, financial goals, and investment holdings. We may also receive information from third parties, including custodians, financial institutions, or your legal and tax professionals. Additionally, we collect website usage data through cookies or analytics tools to better understand how visitors interact with our site.
We use your information to deliver personalized financial advice, manage your investment accounts, and provide planning services tailored to your goals. Your data also helps us coordinate with other professionals at your direction, respond to regulatory inquiries, and continuously improve the services we offer. At no point do we sell your personal information, nor do we share it except as required by law or as needed to support your relationship with Nue Wealth. When necessary, we may share your data with trusted third-party service providers who are contractually bound to maintain confidentiality and use your information only as directed by us.
We maintain strict data security measures to protect your information from unauthorized access or misuse. These safeguards include secure systems, encrypted communications, access controls, and routine monitoring. Your information is stored and handled in a way that reflects our commitment to privacy and compliance.
As a client, you have the right to request access to your information, correct inaccuracies, or opt out of certain types of communication. If you wish to update your information or have questions about our data practices, you are welcome to contact us at any time. We value transparency and are happy to address your concerns.
We may occasionally update this policy to reflect changes in regulation or improvements to our practices. Any updates will be posted on our website with a revised effective date. We encourage you to review the policy periodically.
If you have any questions about this policy or how your information is used, please contact Nue Wealth directly. We are here to serve you and remain committed to protecting your privacy every step of the way.