In order to have a thorough understanding of your needs, Bright Road Wealth Management (BRWM) collects nonpublic personal information from you, as well as on forms you complete. This information includes such things as:
- Name and address
- Social security number
- Financial circumstances
- Investment goals and experience
We do not disclose any nonpublic personal information about you to anyone, except as required by law. We do not sell your information to anyone.
BRWM maintains physical, electronic, and procedural safeguards to guard your nonpublic personal information.
BRWM has taken measures to safeguard the privacy and integrity of the information that it gathers, stores, and archives during its normal business practices. Computer security measures have been instituted, where applicable, including passwords and the backup of data. BRWM uses various secure methods to store and archive client files and other information. In addition to electronic and personnel measures, BRWM has implemented reasonable physical security measures at our office location.
If you decide to close your account(s) or become an inactive client, we will adhere to the privacy policies and practices as described in this notice.
Please contact Brian Pinkston at (907) 339-1555, or at Brian@brightroadwealth.com for further information.