Privacy notice
We work hard to maintain your privacy and to preserve the private nature of our relationship with you.
Able Wealth Management, LLC (“AWM”) is committed to safeguarding the confidentiality and security of the personal information we collect from our clients. This Privacy Notice describes our practices concerning the collection, use, and sharing of your personal information. We are bound by regulatory obligations to protect your privacy and provide you with this notice, explaining how we collect, share, and protect your personal information.
Information We Collect
We collect non-public personal information about you from the following sources:
- Information you provide on applications and other forms: This includes your name, address, social security number, income, and other financial details.
- Information about your transactions: This includes account activity, balances, and payment history with AWM or others.
- Information from consumer reporting agencies: This may include your creditworthiness and credit history.
Reasons We Share Your Information
We do not disclose any non-public personal information about our current or former clients to anyone, except as permitted by law. The reasons for which AWM may share your personal information include:
- For everyday business purposes: Such as processing transactions, maintaining your account, responding to court orders, and legal investigations.
- For marketing by AWM: To offer our products and services to you.
- For joint marketing with other financial companies: To promote services that may be of interest to you.
- For affiliates’ everyday business purposes: Information about your transactions and experiences.
- For non-affiliates to market to you: Only where allowed by law.
How We Protect Your Information
We restrict access to non-public personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your non-public personal information.
AWM employs various security measures, including encryption software on all computers and evaluates third-party providers, employees, and consultants regarding their security protocols, privacy policies, and training. Additionally, our system is tested and monitored at least annually to mitigate the risk of potential breaches.
Your Rights
You have the right to request that we do not share your personal information for marketing purposes. To limit our sharing:
- Call us at: (212) 634-7842
- Email us at: info@ablewealth.com
- Mail your request to: 695 Cross Street, Ste 280, Lakewood, NJ 08701
If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy practices described in this notice.
Changes to This Privacy Notice
AWM will review and update this Privacy Notice annually, or as necessary in response to significant changes in our business practices or regulatory requirements. We will notify you of any material changes by mail or email, depending on your preferred method of communication.
Contact Information
If you have any questions about this Privacy Notice or your privacy rights, please contact us at:
- Phone: (212) 634-7842
- Email: info@ablewealth.com
- Mailing Address: 695 Cross Street, Ste 280, Lakewood, NJ 08701
Effective Date: 01/25/2024