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Privacy Policy

At Runey & Associates Wealth Management protecting your privacy is very important to us. We want you to understand what information we collect and how we use it. We collect and use “nonpublic private information” in order to provide our clients with a broad range of financial services as effectively and conveniently as possible. We treat nonpublic personal information in accordance with our privacy policy.

“Nonpublic personal information” is nonpublic information about you that we obtain in connection with providing a financial service or product to you.

WHAT INFORMATION DO WE COLLECT?

In order to fulfill our obligations to you, we need certain information. Generally, this includes your name, address, social security number, date of birth, account numbers, and information about your income. We may also have access to other sensitive information, such as credit scores, income tax information and so forth.

WHERE DO WE GET THIS INFORMATION?

We may collect nonpublic personal information about you from a variety of sources, such as:

  • Information we receive from you on applications or other forms;
  • Information about your transactions with us, our affiliates or others, such as the custodian(s) of your account(s); and
  • Information we receive from non-affiliated third parties, including consumer reporting agencies.

WHAT INFORMATION DO WE DISCLOSE AND TO WHOM DO WE DISCLOSE IT?

We do not disclose any nonpublic information about you without your express consent, except as permitted by law and as needed to provide the services you have requested. This applies to current as well as former clients. We restrict access to your nonpublic personal information to those who need to know that information in order to provide products or services to you.

Our “affiliates” are companies with which we share common ownership. We do not currently have any affiliated companies.

OUR SECURITY PROCEDURES

We maintain physical, electronic and procedural safeguards to protect your nonpublic personal information. This includes measures to protect your information in the course of its disposal.

ONLINE PRIVACY POLICY PROCEDURES

Our privacy policies also apply to our online activities via our website: https://www.raawealth.com. We will never share (or sell) your personal information with third parties unless required to do so by law.

In operating the website, we use cookies to improve your user experience (functionality) and for analytical purposes. If you wish to turn off your cookies, please follow the steps outlined in your browser; however, please note that disabling cookies may reduce your ability to utilize the functionalities on our website.

There may be pop-up boxes or subscription fields on our website. Please know that we will only use the information you provide for the service you are requesting.

There may be links to third party sites on our website. Please know that we are not responsible for activities or use of information on any third party site.