Syrios Wealth Management Group 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 non-public financial information obtained by Syrios Wealth Management Group in connection with carrying out our services.
Information We Collect
Syrios Wealth Management Group collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information Syrios Wealth Management Group collects may include:
- Information Syrios Wealth Management Group receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
- Information you provide Syrios Wealth Management Group directly about your personal finances or personal circumstances or which Syrios Wealth Management Group may receive from brokerage statements or other information you authorize Syrios Wealth Management Group to receive.
Information Disclosed In Administering Products and Services
Syrios Wealth Management Group will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Syrios Wealth Management Group does not sell any personal information about you to any third-party. Syrios Wealth Management Group will not disclose personal information without your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information
Syrios Wealth Management Group 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. In addition, Syrios Wealth Management Group maintains physical, electronic and procedural safeguards to guard your non-public personal information.
Syrios Wealth Management Group will update its policy and procedures when necessary to ensure that your privacy is maintained and that Syrios Wealth Management Group conducts business in a way that fulfills our commitment to you. If Syrios Wealth Management Group makes any material changes in its privacy policy, we will make that information available to clients through our Web site and/or other communications.