Arlington Wealth

Privacy Policy

All of us at Arlington Wealth Management share your concerns about privacy.

The confidentiality of your personal financial information is of paramount importance to us, and we will continue to remain vigilant in protecting your privacy. We are sending you this privacy notice to help you understand how we use your private financial information, and to let you know what we do to help protect your privacy.

What Information Do We Collect From You and About You?

To serve our client needs, Arlington Wealth Management collects information from you and about you. Some of this information is collected to satisfy certain legal and regulatory requirements. However, the majority of information that we collect from you is gathered so that we can service your account(s) effectively. Examples of the information that we collect includes:

  • Information from your account application and other forms, such as name, address, Social Security number, telephone number, employment information, income, net worth, investment experience, and other information to service your account effectively. We may also collect information from consumer reporting
  • Information provided by you when you visit us in person, over the telephone, through the mail or via e-
  • Information about your financial transactions, including securities purchased and sold, fund transfers, account balances, and other account
To Whom Do We Disclose Your Information?

Arlington Wealth Management does not sell your personal financial information to anyone.

However, we do disclose your personal information to third parties or outside companies that help us process your transactions or service your account. One such company is the broker/dealer which processes your transactions and acts as the account custodian. Other companies to whom we may disclose your personal information include outside investment advisors or asset managers, variable annuity or insurance companies, mutual fund companies, account custodians, or the like. We may also provide information to outside service providers, such as those that print and mail your account statements, or consultants that help us manage our business. Any outside company or third party provider must limit their use of your information to the purpose for which it was provided.

Arlington Wealth Management may also provide your personal information when permitted or required by law or regulation. Examples include providing information in response to a subpoena or court order, to cooperate with regulators, governmental authorities or law enforcement authorities, or in response to a request from a consumer reporting agency.

Outside of these circumstances, we will not provide your personal information to third parties unless you have specifically requested that we do so.

What Do We Do To Protect Your Personal Information?

We restrict access of your personal financial information to personnel who require that information to service your business. All employees are trained regarding the policies and procedures encompassed by this privacy policy. We maintain physical, electronics and procedural safeguards to guard your personal information.

This privacy policy applies to all of our current and former clients. If in the future this privacy policy needs to be changed or altered for any reason, we will provide you with written notification of the change, allowing you the opportunity to opt-out. For questions regarding Arlington Wealth Management’s privacy policy, please call us at (847) 670-4030.

ADV Notification

If you would like to receive a copy of our ADV form please contact Arlington Wealth Management, Inc. 847-670- 4030. Arlington Capital Management, Inc. (dba Arlington Wealth Management) is an investment adviser registered with the US Securities and Exchange Commission.