Our Privacy Commitment

Providers & Families Wealth Management is committed to maintaining the trust and confidence of our clients. We want you to understand how we protect your privacy when we collect and use information, and the measures we take to safeguard that information. To provide you with a high level of service, Providers & Families Wealth Management must maintain certain information. Keeping customer information secure and private is a priority in our office. The purpose of this Privacy Policy is to help you understand how we may collect information, the type of information we may collect and how we keep that information secure.

If you have any questions after reading this Privacy Policy, please contact Providers & Families Wealth Management by using the contact information provided in the footer section of this website, or by using the contact form on the home page.

Providers & Families Wealth Management considers the privacy of its clients to be of fundamental importance and has established a policy to maintain the confidentiality of the information you share with us.

Preamble

In providing asset management services to you, we collect certain nonpublic information about you. Our policy is to keep this information confidential and strictly safeguarded, and to use or disclose it only as needed to provide services to you, or as permitted or required by law. This policy is applicable to information for current and former clients.

Information We Collect

The personal information we collect directly from you includes information required to communicate with you and assist us in effectively addressing your financial needs. This information could include:

  • Your name and address
  • Investment objectives and experience
  • Financial circumstances
  • Account balance and account transactions
  • Social security number
  • Employment information

We collect your personal information, for example, from the following sources:

  • Information you provide to us by using this website
  • Information we receive about you from our affiliates
  • Information we receive from you on applications and other forms
  • Information about your transactions with us or others

We also collect your personal information from others such as custodians, broker/dealers and other companies.

Please note that Providers & Families Private Wealth group is affiliated with Penn Mutual Life Insurance Company, who may separately collect your information pursuant to the terms of their own Privacy Policy, accessible here.

How Information is Used

All financial companies need to share client personal information to run their everyday business. We use information about you to provide our asset management services to you. We may disclose the information to third parties as permitted by law, including the broker/dealers, custodians or other companies used to provide services to you. From time to time, we may be required to give information about our business to regulatory authorities or as required by law. This may include personal information about you. We do not sell your personal information to anyone.

How Information is Safeguarded

We have procedures in place that we believe are reasonably designed to protect the security and confidentiality of your information. These include confidentiality agreements with companies we hire to help us provide services to you, password-protected user access to our computer files, training of employees, and strict confidentiality policies that apply to all employees.

Tracking & Use of Cookies

From time to time, Providers & Families Wealth Management may use “cookie” or related tracking technology in measure to track usage of the site, and in order to improve our service to and communication with you.

Agreement & Consent

By using or otherwise accessing this site, you agree to this Privacy Policy.

Updates to this Policy

We reserve the right to change this policy at any time as needed, with or without notice.