Paraiba Wealth Management

PRIVACY NOTICE & DISCLAIMERS

Paraiba Wealth Management has adopted a policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility.

Information Provided – In the normal course of business, we typically obtain non-public personal information about our prospective and current clients, which may include but is not limited to:

  • Personal identity such as name, address and social security number;
  • Information regarding securities transactions effected by us or others;
  • Information reported on applications or other forms provided by the client, including but not limited to net worth, assets, income, accounts and balances;
  • Information developed as part of financial plans, analysis and other advisory services.

 

How We Manage and Protect Your Personal Information – In order to protect current, prospective and former clients’ nonpublic, personal information, we maintain physical, electronic and procedural safeguards. We also limit access to personal information to individuals who need to know that information in order to service your account.

Our Privacy Policy restricts the use of your information and requires that it be held in strict confidence and:

  • We do not share any of the above referenced non-public personal information about current, prospective and/or former clients to third parties, nor is it our practice to disclose such information to third parties unless necessary to administer, manage, service, and provide related services for client accounts or as permitted to do so by law.
  • Except as otherwise stated above, we will only release non-public personal information if a client or client representative directs us to do so, or if we are compelled by law to disclose personal information.

 

Nothing contained on this website should be interpreted to state or imply tax, legal, insurance or investment advice. Neither the information, nor any opinion, contained on this website constitutes a solicitation or offer by Paraiba Wealth Management to buy or sell any securities or other financial instruments, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE. Nothing contained on this website should be interpreted to state or imply that past results are an indication of future performance.