- Information We Collect
We may collect the following types of PII and PHI from our clients:
a. Personal Information:
- Social Security Number
- Date of Birth
- Telephone Number
- Email Address
b. Financial Information:
- Credit Scores
- Income Details
- Investment and Banking Information
- Tax Information
- 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.
- 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.
- 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.
- Data Retention
- 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.
- 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.
- Contact Us
AM Wealth Services 2300 McDermott, Plano Texas | 469-777-0123 | email@example.com