Privacy Disclosure Document
Calvert Wealth Management Inc.'s primary client goal is to protect your privacy. To conduct regular business, we may collect nonpublic personal information from sources such as:
- Information reported by you on applications or other forms you provide to us
- Information about your transactions with us, our affiliates, or others
As the Firm shares nonpublic information solely to service our client accounts, we do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted by law.
- Information the firm receives from clients on applications (name, social security number, address, assets, etc.)
At times, we may disclose nonpublic personal information to affiliated third parties. We may share information that we collect as described above. We may disclose nonpublic personal information about you to financial service providers such as the broker dealer for your account, the custodian of your account, or as directed by you.
Calvert Wealth Management Inc. will internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information.