PRIVACY POLICY

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.

Details of how we maintain your privacy and how your personal, non-public information is collected and used are outlined in this privacy policy.

 

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:

  • Name
  • Address
  • 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

We will send you notice of our privacy policy annually for as long as you maintain a working relationship with North Ridge. Periodically we may revise our privacy policy. If/when that occurs, we will provide you with a revised policy if the changes materially alter the previous privacy policy. We will not, however, revise our privacy policy to permit the sharing of non-public personal information other than as described in this notice unless we first notify you and provide you an opportunity to opt out of such disclosure.

Download our Privacy Policy