Privacy Policy

Privacy Policy for AM Wealth Services

At AM Wealth Services, we are committed to protecting the privacy and security of your personally identifiable information (PII) and protected health information (PHI). This Privacy Policy outlines how we collect, use, disclose, and safeguard the information you provide to us through our services, website, and communication channels.

  1. Information We Collect

We may collect the following types of PII and PHI from our clients:

a. Personal Information:

  • Name
  • Social Security Number
  • Date of Birth
  • Address
  • Telephone Number
  • Email Address

b. Financial Information:

  • Credit Scores
  • Income Details
  • Investment and Banking Information
  • Tax Information
  1. How We Use Your Information

We may use the collected PII and PHI for the following purposes:

a. Providing Services: We use your information to deliver the financial and wealth management services you have requested from AM Wealth Services.

b. Communication: We may use your contact information to communicate with you regarding our services, updates, and important notifications.

c. Compliance: To comply with legal and regulatory obligations, we may use your information for verification, record-keeping, and reporting.

d. Improving Services: Your data allows us to improve our services, customize offerings, and enhance the user experience.

  1. Information Sharing and Disclosure

AM Wealth Services values your privacy and will not share or disclose your PII and PHI with third parties, except in the following circumstances:

a. Consent: We may share your information with third parties if you provide explicit consent for such sharing.

b. Legal Requirements: We may disclose your information to comply with applicable laws, regulations, or legal processes.

c. Service Providers: We may engage reputable service providers to assist us in providing our services. These providers are bound by confidentiality and security obligations.

d. Business Transfers: In the event of a merger, acquisition, or sale of AM Wealth Services, your information may be transferred to the acquiring entity.

  1. Data Security

We implement industry-standard security measures to protect your PII and PHI from unauthorized access, loss, misuse, alteration, or destruction. Our security measures include physical, electronic, and administrative safeguards.

  1. Data Retention

We will retain your PII and PHI only for as long as necessary to fulfill the purposes outlined in this Privacy Policy or as required by law.

  1. Your Privacy Choices

a. Updating Information: You may review and update your PII and PHI by contacting AM Wealth Services directly.

b. Opt-Out: You have the right to opt-out of receiving promotional communications from us.

  1. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect or maintain PII or PHI from anyone under 18 years old.

  1. Changes to the Privacy Policy

We reserve the right to update this Privacy Policy periodically to reflect changes in our practices and legal requirements. We will notify you of any significant changes via email or through prominent notices on our website.

  1. Contact Us

If you have any questions, concerns, or requests related to your privacy or this Privacy Policy, please contact us at:

AM Wealth Services 2300 McDermott, Plano Texas | 469-777-0123 | am@amwealthservices.com

By using our services or providing your information to AM Wealth Services, you consent to the terms outlined in this Privacy Policy.