PRIVACY POLICY
Legacy will not share your personal information with anyone unless directed by you except as required by law or to conduct our everyday business practices as disclosed in our Privacy Policy. We hold all personal information provided to us in the strictest of confidence.
WHAT WE DO:
HOW DOES LEGACY WEALTH MANAGEMENT, INC. PROTECT MY PERSONAL INFORMATION?
To protect your personal information from unauthorized access and use, we use reasonable security measures that comply with federal law. These measures include computer safeguards and physical security for the storage and deletion of information.
HOW DOES LEGACY WEALTH MANAGEMENT, INC. COLLECT MY PERSONAL INFORMATION?
We collect your personal information, for example, when you
- First become a Legacy client or open a new account with a custodian
- When you engage us to do financial planning or wealth management
- Tell us about your investment portfolio and/or investment goals and risk tolerance
We only collect data from you.
WHY CAN’T I LIMIT WHAT I SHARE:
Federal law gives you the right to limit only
- Sharing for affiliates’ everyday business purposes—information about your creditworthiness
- Affiliates from using your information to market to you
- Sharing for non-affiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
WHAT HAPPENS WHEN I LIMIT SHARING FOR AN ACCOUNT I HOLD JOINTLY WITH SOMEONE ELSE?
When you share a joint account, your choices apply to everyone on your account.
| Reasons we can share your personal information | Does Legacy share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes: such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | YES | NO |
| For our marketing purposes: to offer our products and services to you | NO | We Do Not Share |
| For joint marketing with other financial companies: Legacy does not share your information with anyone for marketing purposes | NO | We Do Not Share |
| For our affiliates’ everyday business purposes: information about your transactions and experiences: Legacy does not have affiliates | NO | We Do Not Share |
| For our affiliates’ everyday business purposes: information about your creditworthiness: Legacy does not have affiliates | NO | We Do Not Share |
| For our affiliates to market to you: Legacy does not have affiliates | NO | We Do Not Share |
| For nonaffiliates to market to you: Legacy does not share your information with anyone for marketing purposes | NO | We Do Not Share |