Client and Firm Disclosures
CLEARVIEW WEALTH MANAGEMENT
PRIVACY DISCLOSURE STATEMENT
Clearview Wealth Management maintains strict confidentiality policies and procedures. Clearview Wealth Management also has electronic and physical safeguards in place to protect your personal, private information.
In conjunction with getting to know you, we collect certain information about your financial situation, including names, addresses, social security numbers, assets, income, cash flow and investment objectives. In the course of our service to you, we also track transactions, cost basis, use of accounts and products. We share client information that is necessary to effect, administer, document or enforce a transaction as you have directed or authorized us to do so.
We do not disclose any information with any person or firm for marketing purposes or any other outside reasons.
This disclosure is made pursuant to the Gramm-Leach-Bliley Act and Regulation S-P (Privacy of Consumer Financial Information), as issued by the Securities and Exchange Commission. It is important to note that any broker/custodial relationship has its own privacy policies and privacy disclosures.
If you have any questions, please contact us via phone, fax, e-mail or mail as listed below.
Clearview Wealth Management
2115 Rexford Road, Suite 316
Charlotte, NC 28211
Please view a copy of our ADV here.
View a copy of our Privacy and Proxy Voting Policy here: Combined Proxy and Privacy Notice June 2016.