Kinson Wealth Group LLC (“KWG”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We will not sell your personal information.
We want our clients to understand:
What information we collect
How we use it
How we protect your personal information
We gather information about you so that we can:
Help design and implement the investment and financial planning services we provide you
Comply with federal and state laws and regulations that govern us
We may collect the following types of nonpublic personal information about you:
Information from our initial meeting or consultations, such as your name, address, Social Security number, date of birth, and financial information
Information we generate in servicing your financial needs
Information we may receive from third parties in connection with services we provide you
We are permitted by law to disclose nonpublic personal information about you to unaffiliated third parties under certain circumstances. KWG may disclose your information:
To individuals and/or entities not affiliated with KWG, such as sub-advisers, custodians, record keepers, or attorneys
To service providers contracted to help us fulfill our duties (e.g., client management systems, cloud service providers)
To your authorized representative or power of attorney
When we receive your prior consent
In connection with a proposed or actual sale, merger, or transfer of all or part of our business
As otherwise permitted under federal or state privacy laws
If KWG updates its privacy policy to allow disclosures not currently permitted under applicable law, clients will be given the opportunity to opt out of such disclosures.
Privacy has always been a priority for KWG. We:
Restrict access to client information to those who need it for business purposes
Prevent unauthorized access, disclosure, or use
Maintain physical, electronic, and procedural safeguards to protect your data
Require confidentiality agreements from third-party vendors or contractors
Even if you are no longer a client, our Privacy Policy still applies. We continue to treat your nonpublic personal information with strict confidentiality and retain records only as long as required by law.
If you have any questions about our privacy policy or procedures, please contact:
Jeremy Atkinson
Chief Compliance Officer
Phone: (502) 612-0052