Skip to main content

 

Wealthstream Advisors recognized as Best Place to Work for Financial Advisors by InvestmentNews in 2024 for the fourth year in a row

Wealthstream included in Forbes SHOOK Research Top 250 RIAs for 2023

Privacy Policy Notice

Wealthstream Advisors, Inc. (“Wealthstream”) is committed to client confidentiality and the protection of your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. “Personal information” refers to the non-public financial information obtained by Wealthstream in connection with carrying out our services.

Information We Collect Wealthstream collects personal information as part of our relationship with you to provide client services and fulfill legal and regulatory requirements. The type of information Wealthstream collects may include:

  • Information Wealthstream receives from you on forms (such as name, address, social security number, profile documents, assets, and income); and
  • Information you provide Wealthstream directly about your personal finances or personal circumstances or which Wealthstream may receive from brokerage statements or other information you authorize Wealthstream to receive.

Information Disclosed In Administering Products and Services Wealthstream will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Wealthstream does not sell any personal information about you to any third party. Wealthstream will not disclose personal information without your authorization, except as required or permitted by law.

Procedures to Protect Confidentiality and Security of Your Personal Information Wealthstream has procedures in place that limit access to personal information to employees who need to know such information to perform business services. In addition, Wealthstream maintains physical, electronic, and procedural safeguards to guard your non-public personal information.

Wealthstream will update its policy and procedures when necessary to ensure that your privacy is maintained and that Wealthstream conducts business in a way that fulfills its commitment to you. If Wealthstream makes any material changes in its Privacy Policy, we will make that information available to clients through our website and/or other communications.

If you have questions about our Privacy Policy, please contact our Chief Compliance Officer Aaron Tawil at (212) 971-9241 or atawil@wealthstreamadvisors.com