At Sustain Wealth Advisors we will never sell or market your private information to anyone.
We are committed to providing you with high class service and building relationships of trust with our clients. To facilitate this we comply with all applicable laws and regulations regarding privacy and security. We have policies and procedures in place to protect the confidentiality of our clients’ personal information.
Sustain Wealth Advisors is registered with the State of Texas as an Investment Advisor (RIA) and is required to comply with state regulations as well as the U.S. Gramm-Leach-Bliley Act of 1999 (GLB Act). These both require that we maintain policies and procedures to protect the security and confidentiality of the non-public personal information of our clients. At Sustain Wealth Advisors we strictly follow these regulations and procedures to make sure your privacy is protected and confidentiality ensured.
Collection of Data
Sustain Wealth Advisors collects non-public data so that we can provide the prospective client with the information or services they have requested. We may also collect information concerning the behavior of our website visitors, such as clickstream data and IP address. All the information is held confidential and may be gathered from information submitted on applications or other forms, information submitted orally, or information about your transactions with us.
Use of Data
This information collected by Sustain Wealth Advisors may be used for legal compliance, security protection, or to improve the overall web experience. As permitted by law, we may disclose the non-public information we collect to employees, affiliates and unaffiliated third parties. We make sure that the information is safeguarded and that it will only be used for the purpose it was provided.
Third parties could include law enforcement agencies, government and regulatory authorities, and professionals such as legal counsel and auditors. Information might also be disclosed for audit purposes, prevention of fraud or money laundering, protection of confidentiality and compliance with laws. A third party might also include service providers who may be required for financial services (such as custodians) or other services like computer or data maintenance, or marketing and other services that help us better offer our services to you.
Cookies are small data files that contain information such as the links that a user clicked on. The data file is written to the user’s hard drive by the web server and used to track the pages that were visited. All information in a cookie is anonymous and not personally identifiable – meaning it does not contain any personal or private information. The data is used strictly for internal purposes only such as improving user interaction with the site. Cookies can always be disabled on the user’s side if the user does not wish to accept them.