Privacy Policy

At Golden Wealth Capital, protecting your privacy and maintaining your trust are extremely important to us. We are committed to safeguarding the confidentiality of your personal and financial information and maintaining the highest professional and ethical standards.

Federal law requires registered investment advisers to provide clients with information regarding their policies surrounding privacy and information sharing. This notice explains how we collect, use, protect, and share your personal information.

Information We Collect

We may collect nonpublic personal information ("NPI") about you that is either provided directly by you, obtained through applications, forms, or communications, or received with your authorization from third parties.

This information may include name and contact information, Social Security Number, date of birth, financial account numbers and balances, banking information, sources of income, investment and retirement account information, credit or debit card information, and employment and tax-related information.

How We Use and Share Information

We may share information when necessary to maintain and service your accounts, process transactions, respond to legal requests, coordinate with authorized professionals, and provide financial planning and investment advisory services.

We do not sell your personal information.

Protecting Your Information

We maintain physical, electronic, and procedural safeguards designed to protect your personal information from unauthorized access or misuse. These safeguards include secure systems and encrypted technology, password-protected platforms, restricted internal access to confidential information, secure document storage and disposal procedures, and ongoing monitoring and compliance practices.

Your Right to Opt Out

Federal law provides you with the right to opt out of certain information-sharing practices. If you wish to limit information sharing, please contact us directly.

Your privacy, trust, and confidence are deeply important to us. We are committed to protecting your information while providing thoughtful, high-quality financial guidance.

See the website Terms of Use or contact Golden Wealth Capital with questions.