AJE Wealth Management, LLC is committed to adhering to the requirements and expectations regarding the privacy of personal information. Privacy regulations are founded upon three definitions:
Our firm collects nonpublic information about clients and consumers. We will not share nonpublic information about clients or consumers with third parties not affiliated with our firm, except as noted below:
As a client of our firm your policy is important to us. We are dedicated to safeguarding your personal and financial information. We restrict access to confidential personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards to comply with federal standards to guard your confidential personal information. We continue to safeguard and keep confidential the personal and financial information of all present and past clients.
We will notify you in advance if our privacy policy is expected to change. We are required by law to deliver this Privacy Notice to you annually.
Please contact us with any questions about this privacy policy.