PRIVACY POLICY & CLIENT CONFIDENTIALITY

The trust that our clients have in us is our most valued asset. We strive to maintain your trust and confidence in our firm, an essential aspect of which is our commitment to protect your personal information. We know that you value your privacy, so we will not disclose your personal information to anyone unless it is required by law, at your direction, or is necessary to provide you with our services. We have not sold and do not sell your personal information to anyone.

What information do we collect, maintain and communicate?

Waldron Private Wealth collects and maintains your personal information so that we can provide your investment management and net worth solutions. The types and categories of information we collect and maintain about you include:

Waldron Private Wealth will not disclose any personal information about you or your account(s) to affiliates or unaffiliated third parties unless one of the following conditions is met:

How do we protect your personal information?

We have instituted practices to safeguard the information that we maintain about you. These practices include:

Information about Procedures for Opening a New Account

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: when you open an investment account we will ask for your name, address, date of birth, tax payer or other government identification number and other information that will allow us to identify you. We may also ask for your driver’s license, passport or other identifying document numbers that help to establish your identity or the legal existence of the client opening the account.

Web Site Privacy Policy and Terms of Use

Please visit our Web Site Terms of Use page to read information about your use of this web site. Waldron Private Wealth is a Securities Exchange Commission registered investment advisor located in Bridgeville, Pennsylvania. Waldron Private Wealth and its representatives are in compliance with the current filing requirements imposed upon Securities Exchange Commission registered investment advisors by those states in which Waldron Private Wealth maintains clients. Waldron Private Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

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