PRIVACY POLICY FOR MOMENTUM PRIVATE WEALTH MANAGEMENT, LLC
​As of October 23, 2024

MOMENTUM PRIVATE WEALTH MANAGEMENT, LLC recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. MOMENTUM PRIVATE WEALTH MANAGEMENT, LLC will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. MOMENTUM PRIVATE WEALTH MANAGEMENT, LLC will provide this privacy statement to all clients annually.
 
We want our clients to understand what information we collect, how we use it, and how we protect your personal information.

Why We Collect Your Information

We gather information about you so that we can:

• Help design and implement the investment and planning related services we provide you; and
• Comply with the Federal and State laws and regulations that govern us.

What Information We Collect and Maintain

We may collect the following types of “nonpublic personal information” about you:

• Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.
• Information that we generate to service your financial needs.
• Information that we may receive from third parties with respect to your financial profile.

What Information We Disclose
 
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm or independent contractors hired by MOMENTUM PRIVATE WEALTH MANAGEMENT, LLC.
 
Otherwise, MOMENTUM PRIVATE WEALTH MANAGEMENT, LLC will not disclose any personal information about you or your account(s) unless one of the following conditions is met:

• We receive your prior written consent; or
• We have documentation that the recipient is your authorized representative; or
• We are required by law to disclose information to the recipient

 
Arrangements with companies or independent contractors not affiliated with MOMENTUM PRIVATE WEALTH MANAGEMENT, LLC will be subject to confidentiality agreements.
 
How We Protect Your Personal Information
 
Privacy has always been important to MOMENTUM PRIVATE WEALTH MANAGEMENT, LLC. We restrict and limit access to client information only to those who need to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. 

Opt-Out Options and Mobile Information

You have the right to opt out of receiving marketing communications from us at any time by: 

SMS: Replying "STOP" to any SMS message you receive from us.

Email: Clicking the "unsubscribe" link in any email you receive from us.

Account Settings: Updating your preferences in your account settings on our website.

More on mobile information usage, collection, and privacy

• Our SMS program provides updates, notifications, and promotional messages related to our services. By subscribing to our SMS program, you consent to receive SMS messages at the phone number provided. Message frequency may vary based on your interaction with our service.
• We do not share your mobile information with third parties or affiliates for marketing or promotional purposes. Additionally, all the categories of personal data mentioned above exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties under any circumstances. However, we may share your data with trusted service providers who assist us in operating our SMS program, provided they agree to keep your data confidential and use it solely for the purpose of providing services on our behalf.
• You have the right to access, correct, verify, or remove your personal information at any time. To manage your information, please contact us at 512-416-8085.
• Opt-Out Option: If you wish to opt-out of receiving SMS messages, you may do so at any time by replying "STOP" to any of our messages or by contacting us directly at 512-416-8085. Opting out will not affect your other interactions with our services.