Zimmerman Wealth Management , LLC, and its principal, Thomas H. Zimmerman, is a Registered Investment Advisor as registered with the Securities and Exchange Commission.
Privacy Notice (Printer
Friendly Version)
Our Commitment to Your Privacy: We are sensitive
to the privacy concerns of our individual advisory clients.
We have a policy of protecting the confidentiality and security
of information we collect about you. We are providing you this notice to help
you better understand why and how we collect certain personal
information, the care with which we treat that information,
and how we use that information.
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Sources of Non-Public Information: In connection with performing asset management services for advisory clients, we collect and maintain non-public personal information from the following sources:
Disclosure of Information: We do not disclose any non-public personal information about you to anyone, except with your permission or by law or regulation and to service providers.
Former Clients: We maintain non-public personal information of our former clients and apply the same policies that apply to current clients.
Information Security: We consider the protection of sensitive information to be a sound business practice, and to that end we employ physical, electronic and procedural safeguards to protect your non-public personal information in our possession or under our control.
Further Information: We reserve the right to change our privacy policies and this Privacy Notice at any time. The examples contained within this notice are illustrations only and are not intended to be exclusive. This notice complies with the privacy provisions of the Gramm-Leach-Bliley Act. You may have additional rights under other foreign or domestic laws that may apply to you.
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