Privacy Policy & Disclosures
Website Disclosure
Advisory services are offered through Recalibrating Wealth LLC (“RW”), an investment adviser registered with the State of California. Advisory services are only offered to clients or prospective clients where RW and its representatives are properly registered or exempt from registration. Registration does not imply a certain level of skill or training.
The presence of this website should not be construed as a solicitation to provide advisory services in any jurisdiction where SWM and its representatives are not appropriately registered, excluded, or exempt from registration. Any follow-up or individualized responses to consumers by SWM that involve rendering of personalized investment advice for compensation will not be made without compliance with jurisdictional registration requirements or applicable exemptions.
The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.
The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.
The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the web sites you are visiting.
Privacy Policy
Recalibrating Wealth LLC (“RW”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We want our clients to understand what information we collect, how we use it, and how we protect your personal information.
Why We Collect Your Information: We gather information about you so that we can:
Help design and implement the investment and financial planning related services we provide you; and
Comply with the Federal and State laws and regulations that govern us.
What Information We Collect and Maintain: We may collect the following types of “nonpublic personal information” about you:
Information from our initial meeting or subsequent consultations about your identity, such as your name, contact information, social security number, date of birth, and financial information;
Information that we generate to service your financial needs; and
Information that we may receive from third parties in connection with the services we provide you.
What Information We Disclose: We are permitted by law to disclose nonpublic personal information about you to unaffiliated third parties in certain circumstances. RW may disclose client's nonpublic personal information: (1) to individuals and/or entities not affiliated with RW, including, but not limited to third-parties that assist in the supervision or management of your account(s) (i.e., sub-advisers, account custodian, record keeper, attorney, etc.); (2) to service providers contracted by us in order for us to perform the duties in furtherance of the client's engagement with RW (i.e. client management systems, archiving technology vendors, cloud service providers, etc.); (3) to your authorized representative or power of attorney; (4) when we receive your prior consent; (5) in connection with a proposed or actual sale, merger, or transfer of all or a portion of our business; and (6) as otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.
We will not sell your personal information. No contact information, including phone numbers and email addresses, will be shared with third parties or affiliates for marketing or promotional purposes. In the event that RW has a change to its client privacy policy that would allow it to disclose nonpublic personal information not covered under applicable law, RW will allow its clients the opportunity to opt-out of such disclosure.
How We Protect Your Personal Information: We restrict and limit access to client information only to those who need to carry out their business functions. We safeguard client information by preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. Arrangements with companies or independent contractors not affiliated with RW will be subject to confidentiality agreements.