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Privacy Policy

Sapphire Wealth Management, LLC is your partner in helping you achieve your financial goals. We are committed to maintaining the confidence of our clients by providing the highest level of service in conjunction with state-of-the-art protection for their personal information.

Sapphire Wealth values your trust and is committed to the responsible management, use, and protection of personal information. This Privacy Policy describes the practices that may relate to specific business relationships you have with Sapphire Wealth. Please take a moment to review it and feel free to contact us with any questions. Thank you for the trust and confidence you have placed in our team.

In the course of providing service to you, we collect nonpublic personal information (personally identifiable financial information that is not publicly available) about you. Such information can include, but is not limited to:

  • Social Security number or other tax identification number and income
  • Wage and employment information
  • Account balances and transaction history
  • Credit history and risk tolerance

Keeping your information secure is one of our most important responsibilities. To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. Our systems use technologies such as firewalls, to protect against intrusion, and encryption, to protect client information.

Employees are trained on the proper handling of client personal information and files. Our paper client files and records are secured in locked cabinets. We use sophisticated password protection for our electronic filing system. This includes three levels of password protection, the firm computer, the computer’s hard drive and the filing system software.

We do not sell, share, or disclose your non-public personal information to non-affiliated third party marketing companies. We will only share client information with non-affiliated third parties, such as accountants or estate attorneys, with prior client approval.

We may disclose all of the information we collect, as described above, to companies that perform marketing or other services on our behalf, or to other financial instructions with whom we have joint marketing agreements. All of these companies are contractually obligated to keep the information that we provide to them confidential and use the information only for the services required and as allowed by applicable law or regulation, and are not permitted to share or use the information for any other purpose.

We may also disclose non-public personal information about you under circumstances as permitted or required by law. These disclosures typically include information to process transactions on your behalf, to conduct our operations, to follow your instructions as you authorize, or to protect the security of our financial records.

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.

We reserve the right to change this policy at any time and you will be notified if any changes occur.

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