Evergreen Wealth Services LLC recognizes that our relationships with current and prospective clients are based on integrity and trust. Evergreen Wealth Services LLC will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Evergreen Wealth Services LLC will provide this privacy statement to all clients annually.
We want our clients to understand what information we collect, how we use it, and how we protect your personal information.
Why We Collect Your Information
We gather information about you so that we can:
- Help design and implement the investment and planning related services we provide you; and
- Comply with governing Federal and State laws and regulations.
What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” (“NPI”) about you:
- Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information;
- Information that we generate to service your financial needs; and
- Information that we may receive from third parties in connection with the services we provide you.
What Information We Disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. Evergreen Wealth Services LLC may disclose client's NPI: (1) to individuals and/or entities not affiliated with Evergreen Wealth Services LLC, including, but not limited to third-parties that assist in the supervision or management of your account(s) (i.e., sub-advisers, account custodian, record keeper, attorney, etc.); (2) to service providers contracted by us in order for us to perform the duties in furtherance of the client's engagement with Evergreen Wealth Services LLC (i.e. client management systems, archiving technology vendors, cloud service providers, etc.); (3) to your authorized representative or power of attorney; (4) when we receive your prior consent; (5) in connection with a proposed or actual sale, merger, or transfer of all or a portion of our business; and (6) as otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.
In the event that Evergreen Wealth Services LLC has a change to its client privacy policy that would allow it to disclose non-public information not covered under applicable law, Evergreen Wealth Services LLC will allow its clients the opportunity to opt-out of such disclosure.
How We Protect Your Personal Information
Privacy has always been important to Evergreen Wealth Services LLC. We restrict and limit access to client information only to those who need to carry out their business functions. We safeguard client information by preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.
Former Clients
Even if we cease to provide you with financial services, our Privacy Policy will continue to apply to you, and we will continue to treat your nonpublic information with strict confidentiality. We maintain all records regarding all former clients for the retention period required by law.