Privacy Policy | Clearwater Wealth Management

Read Our Privacy Policy

Clearwater Wealth Management considers the privacy of every client to be essential. To maintain the confidentiality of the information that is shared with us and to provide our clients with confidence that their information is secure, we have established the following privacy policy. To provide our wealth management strategies, Clearwater collects certain nonpublic information about you. Our privacy policy is to keep each piece of that information confidential and strictly safeguarded. Any necessary information will be used or disclosed only as needed to provide services to you, or as permitted or required by law. This policy is applicable to information for current and former clients.

What information does Clearwater collect?

The personal information we collect directly from you includes only the information we will need to effectively address your financial needs. This information could include:

  • Your name and address
  • Investment objectives and experience
  • Financial circumstances
  • Account balance and account transactions
  • Social security number
  • Employment information

We also collect your personal information via applications and other forms as well the necessary information and transactions from other sources including custodians, broker/dealers, and other companies.

How does Clearwater use my information?

Every financial company needs to use personal client information to run their business on a daily business. Clearwater uses information about you to effectively provide you with our wealth management services to the best of our ability. We may disclose the information to third parties as permitted by law, including the broker/dealers, custodians, or other companies that are needed to provide services to you.

From time to time, we may be required to give information about our business to regulatory authorities. This may include personal information about you. We do not sell your personal information to anyone.

How does Clearwater safeguard my information?

Clearwater has procedures in place that we believe are designed to protect the security and confidentiality of any information that has been provided to us. This includes confidentiality agreements with companies we hire to help us provide services to you, password-protected user access to our computer files, training of employees, and strict confidentiality policies that apply to all employees.


We use “cookies” on this site. A cookie is a piece of data stored on a site visitor’s hard drive to help us improve your access to our site and identify repeat visitors to our site. For instance, when we use a cookie to identify you, you would not have to log in a password more than once, thereby saving time while on our site. Cookies can also enable us to track and target the interests of our users to enhance the experience on our site. Usage of a cookie is in no way linked to any personally identifiable information on our site.

Contact information

If you have any questions or concerns about our company’s privacy policy, you may contact us at any of our locations found HERE.