For the purposes of this Privacy Policy, the client can be referred to as “client”, “you” or “your,” and Hamilton Gray Wealth Management LLC can be referred to as “our firm”, “adviser”, “we”, or “us”. Maintaining the confidentiality of your personal financial information is very important to us. In order to perform our services, we may collect several types of nonpublic personal information about you including, but not limited to, information from forms you may fill out and send to us in connection with your relationship with us (such as name, address, and social security number); tax returns and estate planning documents; business entity information; insurance information; information you tell us verbally; information about the amount you have invested, your assets and net worth; and information about any bank account you may use for transfers between a bank account and an advisory account. We will not sell or disclose your personal information to anyone except as needed to provide our services or required by law. For example, information collected may be shared with federal or state regulatory authorities in the course of their compliance review of our firm, if any. We may also share this information with our legal counsel as deemed appropriate. We may receive and/or share this information with your other advisors (ex., lawyers, accountants, financial institutions and/or insurance agents). Also, we may disclose information at your request (for example, by sending duplicate account statements to someone you designate).
Further, in order to provide our services, we may disclose your information to non-affiliated companies that perform services for us(“service providers”), such as companies that provide information technology services, custodial & brokerage services, transaction processing, performance reports, statements of account for assets, and other services. We require all service providers to have written contracts with us that specify appropriate uses of client information. Our firm also engages other professional advisors (i.e., attorneys, accountants, other financial professionals) from time to time in a consulting capacity. Such advisors may be allowed access to your personal information in order to conduct their analyses and make recommendations. You can request that such information not be shared at any time by notifying us in writing. Within our firm, access to your information is restricted to those employees and consultants who need to know the information in order to service your accounts. Our employees and consultants are trained to follow our procedures to protect your privacy and are instructed to access information about you only when they have a business reason to obtain it. We reserve the right to change this privacy policy in the future, but we will not disclose your nonpublic personal information except as required or permitted by law without giving you an opportunity to instruct us to the contrary.
Updated effective 7/19/2017