OUR COMMITMENT TO YOU
North Ridge Wealth Advisors, Inc. ("North Ridge") is committed to safeguarding your personal information that we have as your Investment Advisor. We protect the confidential personal information we have and make an effort to ensure that information is used for proper purposes as it relates to the management of your wealth. Our relationship with you is our most important asset. We appreciate that you have entrusted us with your private information, and we will do everything we can to maintain that trust.
We do not, and will not, sell your non-public personal information to anyone...period! North Ridge will not provide your information to others except when appropriate in connection with the management of your wealth.
THE INFORMATION WE COLLECT ABOUT YOU
You normally provide personal information when completing forms or questionnaires in the process of becoming a client of North Ridge. Such information includes, but is not limited to:
- Phone Number
- Email Address
- Social Security Number
- Assets & Liabilities
- Income & Expenses
In addition, we may collect non-public information about you from the following sources:
- Account Statements
- Risk Profiles
- Tax Returns
- Insurance Policies
- Estate Planning Documents
THE INFORMATION WE SHARE ABOUT YOU
North Ridge provides wealth management services for the benefit of our clients. We may share non-public personal information with third parties (e.g., brokers or custodians) in order to provide wealth management services consistent with applicable law. In addition, your non-public personal information may also be disclosed to you, persons we believe to be your authorized agent or representative, regulators in order to satisfy our regulatory obligations, and as otherwise required or permitted by law. Third parties who help us provide wealth management services are not permitted to use your personal information for their own purposes and must maintain strict confidentiality. We limit their use of your personal information to the performance of specific services.
CONFIDENTIALITY & SECURITY
Our employees understand the importance of maintaining the confidentiality of our clients' non-public personal information. Access to such information is limited to only those employees who have a business purpose for doing so. Furthermore, we maintain physical, procedural, and electronic safeguards in an effort to protect the information from access by unauthorized parties.
WE'LL KEEP YOU INFORMED