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.
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:
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.
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.