Sirius Wealth Management Strategies, LLC
Our Commitment to Your Privacy:
Protecting clients’ privacy is of paramount importance to Sirius Wealth Management Strategies, LLC (the “Firm”). It is the Firm’s policy that no private client financial information obtained by the Firm is sold or made available to third parties except that:
The Firm will not share non-public personal information about its clients with third parties without prior client consent, except for specific purposes described below. This notice explains the Firm’s collection, use and safeguarding of client information.
How The Firm Gathers Information:
In connection with providing clients with investment management services, the Firm may obtain information about its clients from the following sources:
Sharing Information with Third Parties:
The Firm only discloses non-public client information to third parties when it is believed necessary for the Firm’s provision of services to you or as required or permitted by law, such as:
The Firm does not make any disclosure of client non-public personal information to other companies who may want to sell their products or services to you. For example, the Firm does not sell client lists and the Firm will not sell client names to catalogue companies.
Opt In – Opt Out Provision:
If, at some point in the future, it becomes necessary to disclose any client personal information in a way that is inconsistent with this policy, the Firm is required by applicable law to provide clients with advance notice of the proposed disclosure. At that time, you will have the opportunity to either opt-in or opt-out of such disclosure.
To Whom This Policy Applies:
Our Security Practices and Information Accuracy:
The Firm takes steps to safeguard client information. Access to the personal and account information of clients is restricted to its employees and agents for business purposes only. The Firm maintains physical, electronic and procedural safeguards to guard your personal information. Additionally, the Firm has internal controls to keep client information as accurate and complete as possible. If you believe that any information about you is not accurate, please contact the Firm.