At Renaissance Wealth Counsel, LLC(RWC), we take your privacy very seriously. We recognize that current and former RWC clients, as well as others to whom we mail or otherwise provide information or services (such as newsletters), have entrusted us with personal information. This notice describes how we handle information that we collect about you in the process of conducting our business, whether merely as address and phone number or very detailed financial forms, formally notify you of how we do so on an annual basis.
We recognize our obligation to keep information about you secure and confidential. It is important for you to know that we do not sell your information to anyone. We restrict access to nonpublic personal information about you to RWC advisors, who may need to know that information to provide products or services to you, and to affiliated CPA firms of Kolp, Lux & Hammack Inc. P.S and Nordberg, Hammack, Kolp & Cash, P.S. We also maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information.
We may provide nonpublic personal information about you to nonaffiliated third parties when there is a reason and it is permitted or required by law. An example of this would be sharing information with persons or entities who have supervisory, regulatory or due diligence authority/responsibility for RWC and/or its advisors. This includes the National Association of Securities Dealers (NASD), the Securities and Exchange Commission (SEC), Washington State Department of Financial Institutions, and other such entities. We may also need to disclose personal information to Charles Schwab & Co., (Schwab) or other companies with whom we process paperwork on your behalf in the course of helping with your investment accounts.
RWC collects nonpublic personal information about you from applications and other forms that we receive from you, as well as from oral, written and email communications. Any personal information obtained by RWC advisors or staff in the course of working with you in any capacity will be accessible to RWC advisors and staff as needed to provide you with the products and services you request. Unless you specifically authorize or instruct us otherwise, this access to your information is limited to RWC advisors and staff and to affiliated CPA firms of Kolp, Lux & Hammack Inc. P.S and Nordberg, Hammack, Kolp & Cash, P.S. We provide outside companies (e.g., Schwab) only that information they need to specifically perform their duties in handling your accounts, or to the extent we are required to do so for legal and/or regulatory reasons.