Privacy Policy

Notification of Privacy Policy

At Brewer Financial Strategies, protecting your privacy is very important to us. As a financial services firm, we collect and use nonpublic personal information (NPI) in order to provide our clients (prospective, current, or former) with a broad range of financial services as effectively and conveniently as possible. We are providing this notification to inform you of the types of NPI we collect, our privacy safeguards and sharing practices. We handle all NPI in accordance with this policy.

What Is NPI? What Types of NPI Does Brewer Financial Strategies Collect and from Whom Do We Collect It?

Nonpublic personal information (NPI) is confidential personal information about you that we obtain in connection with providing financial services or products to you. We generally collect NPI about you from the following sources:

  • Information we receive from you on applications or other forms (e.g., name, address, income, etc.);
  • Information about your transactions with us, our affiliates, our service providers, or other parties to transactions;
  • Information we may receive about you from unaffiliated financial service providers (e.g., custodians, insurance
    agents, attorneys, and consumer reporting agencies).
How Is Your NPI Utilized?

We do not disclose any nonpublic personal information (NPI) about you without your express consent, except as described in this notice. We only share your nonpublic personal information with (1) employees of our firm, (2) affiliates of our firm; (3) unaffiliated service providers (i.e., broker-dealers, banks, subadvisors, co-advisors, third-party managers, platform providers, account aggregation services and mutual fund companies) as necessary to effect, administer, or enforce transactions that the client has requested or authorized, or in connection with processing or servicing our services to you; (4) others who need to know such information in order to provide products or services to you, (5) any other person or entity with whom we are permitted or required by law to share it, and (6) for financial counsel clients, unaffiliated professionals who we share your information with in order for those professionals to offer you additional services. We will also receive NPI from some or all of the entities listed above. Disclosure of NPI to such parties is unrestricted and facilitated by your agreement and consent.

How Do We Protect Your Personal Information?

We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information. Our safeguards include measures to protect your information prior to, during and upon termination of our financial services engagement (i.e., disposal of your data).

Disclosing Personal Information to Non-Affiliated Third Parties

We do not sell, share, or disclose your personal information to persons or entities other than as described above. We will not share or disclose such information to non-affiliated third-party marketing companies.

Privacy Policy Changes

Although most changes are likely to be minor, Brewer Financial Strategies may change its Privacy Policy from time to time, and in Brewer Financial Strategies’s sole discretion. Brewer Financial Strategies encourages visitors to frequently check this page for any changes to its Privacy Policy. Your continued use of this site after any change in this Privacy Policy will constitute your acceptance of such change.