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Privacy policy notice

Able Wealth Management LLC 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. Able Wealth Management will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Able Wealth Management will also provide the privacy statement to all clients annually.Investment advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound by professional standards of confidentiality that are even more stringent than those required by law. Federal law gives the customer the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information.At Able Wealth Management, we are committed to safeguarding your privacy. As a registered investment advisory firm, we are legally obligated to inform you about how we handle your personal information. Our commitment to confidentiality goes beyond what is mandated by federal law, ensuring an extra layer of security for your data.

Information We Collect

Nonpublic Personal Information (NPI)

We collect various types of Nonpublic Personal Information (NPI) to provide you with our services. This information may include, but is not limited to:
  • Social Security Number
  • Date of Birth
  • Banking Details
  • Financial Account Numbers and Balances
  • Sources of Income
  • Credit Card Information
This information is either directly provided by you or obtained with your explicit authorization. Even after you are no longer a client, we may retain and share your information as outlined in this notice.

How We Share Your Information

Disclosure to Third Parties

We may share your personal information for the following purposes:
  • Everyday Business Activities: To process transactions, maintain your accounts, respond to legal requirements, or report to credit bureaus.
  • Marketing Purposes: To inform you about our products and services, and for joint marketing with other financial institutions.
  • Affiliate Sharing: For our affiliates to use your information for their everyday business activities, including transactional experiences and creditworthiness assessments.
  • Third-Party Marketing: To allow affiliates and non-affiliates to market their services to you.
For new clients, the sharing of your information commences when you sign our service agreement. If you decide to terminate our services, we may continue to share your information as described in this notice.
  • Social Security Number
  • Date of Birth
  • Banking Details
  • Financial Account Numbers and Balances
  • Sources of Income
  • Credit Card Information
This information is either directly provided by you or obtained with your explicit authorization. Even after you are no longer a client, we may retain and share your information as outlined in this notice.

Protecting Your Information

Opting Out

We employ a range of security measures in compliance with federal law to protect your personal information. These measures include computer safeguards, secured files, and a secure physical environment.

Your Rights to Limit Sharing

Security Measures

Federal law grants you the right to limit the sharing of your NPI in certain situations. You may opt-out of:
  • Sharing for everyday business activities by non-affiliates, specifically concerning your creditworthiness.
  • Sharing with affiliates or non-affiliates for marketing purposes.
State laws and individual company policies may provide you with additional rights to limit information sharing. If you wish to exercise these rights, please contact us immediately to opt-out.For any questions or concerns regarding this Privacy Notice, please contact us. Thank you for entrusting Able Wealth Management with your financial future.
Definitions
  • Affiliates – companies related by common ownership or control. They can be financial and non-financial companies;
  • Non-affiliates – companies not related by common ownership or control. They can be financial and non-financial companies;
  • Joint marketing –a formal agreement between non-affiliated financial companies that together market financial products or services to you.

Please call if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

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