Argonautica Private Wealth Management, Inc.
Privacy Notice
Argonautica Private Wealth Management, Inc. (hereafter referred to as “Argonautica”) is committed to client confidentiality and the protection of your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. “Personal information” refers to the nonpublic financial information obtained by Argonautica in connection with carrying out our services.
Information We Collect
Argonautica collects personal information as part of our relationship with you in order to provide client services and fulfill legal and regulatory requirements. The type of information Argonautica collects may include:
- Information Argonautica receives from you on forms (such as your name, address, Social Security number, profile documents, assets and income);
- Information you provide Argonautica directly about your personal finances or personal circumstances or which Argonautica may receive from brokerage statements or other information you authorize Argonautica to receive.
Information Disclosed in Administering Products and Services
Argonautica shares your personal information for everyday business purposes, including to process transactions, maintain your account, respond to court orders or legal investigations or report to credit bureaus as well as for our marketing purposes. Argonautica does not sell any personal information about you to any third party. Other than to service your account, Argonautica will not disclose personal information to non-affiliated third parties without your authorization, except as required or permitted by law.
Procedures to Protect Confidentiality and Security of Your Personal Information
Argonautica has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. In addition, Argonautica maintains physical, electronic, and procedural safeguards to guard your nonpublic personal information.
Argonautica will update its policy and procedures when necessary to ensure that your privacy is maintained, and that Argonautica conducts business in a way that fulfills our commitment to you. If Argonautica makes any material changes to our privacy policy, we will provide you with notice of any material change to the policy.
If you have questions, please contact us at 781-591-0200.