Silver Oak Wealth Advisors
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Silver Oak Wealth Advisors

Privacy Policies

This privacy notice applies to clients of Silver Oak Wealth Advisors Services, LLC (SOWAS). It is important to SOWAS that its clients are aware of the firm’s privacy policy. Financial advisors, like all companies who receive personal financial information pertaining to their provision of services to customers, are required by law to inform their clients, in writing, of their policies regarding the privacy of client information. When appropriate, Silver Oak Wealth Advisors Services, LLC is referred to below as “we.”

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you to open an account or provide investment advice to you (such as your home address, telephone number, Social Security or Taxpayer Identification number, e-mail address, age, marital status, assets, and income and financial information);
  • Information that we generate to service your accounts (such as trade tickets and account statements);
  • Information that we may receive from third parties with respect to your account (such as trade confirmations).

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law. We may share a limited amount of information about you with a brokerage firm or securities dealer in order to execute securities transactions on your behalf. We may also need to discuss your personal information with others, such as your banker or attorney, in order to provide services to you. Furthermore, we provide certain information to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of the information being shared.

Silver Oak Wealth Advisors Services, LLC 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.

Privacy, security, and service in our online operations are just as critical as in the rest of our business. We therefore employ all of the safeguards described above, along with the following Internet-specific practices. We collect absolutely no personal information; hence, we cannot use any personal information that might otherwise be collected from you for any purpose.

When you visit our website, we may collect technical and navigational information, such as computer browser type, Internet protocol address, pages visited and average time spent on our website. This information may be used, for example, to resolve software compatibility issues, or it may be analyzed to improve our Web design and functionality. Such information we might collect is not used for any other purpose and is not shared.

Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us. If you have any questions about this privacy notice, please contact us.

The policies and practices listed above apply to both current and former clients.

SMS/Text Messaging Privacy Policy

Silver Oak Wealth Advisors Services, LLC is committed to safeguarding the privacy of our users. We want to assure you that we do not share your personal information with third parties. This privacy policy outlines how we collect, use, and protect the information you provide to us. 

Information Collection: 

We collect only the information necessary to provide and improve our services. This may include name, email address, etc. We do not sell, rent, or share this information with any third parties. 

How We Use Your Information: 

The information collected is used solely for communicating with the intended party. We do not share your information with external parties for marketing or any other purposes. 

Your Choices: 

You have the right to access, correct, or delete your information. If you have any concerns or questions about your data, please contact us at (310) 207-4800.

Policy Changes: 

We may update our privacy policy from time to time. Any changes will be communicated to you, and your continued use of our services implies your acceptance of the updated policy. By using our services, you agree to the terms outlined in this privacy policy. 

Last updated: December 2, 2024