Privacy Policy

Your Privacy is Important To Us

Beacon Hill Private Wealth LLC 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 Beacon Hill Private Wealth LLC in connection with carrying out our services.

Information We Collect

Beacon Hill Private Wealth LLC collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information Beacon Hill Private Wealth LLC collects may include:

  • Information Beacon Hill Private Wealth LLC receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
  • Information you provide Beacon Hill Private Wealth LLC directly about your personal finances or personal circumstances or which Beacon Hill Private Wealth LLC may receive from brokerage statements or other information you authorize Beacon Hill Private Wealth LLC to receive.

Information Disclosed In Administering Products and Services

Beacon Hill Private Wealth LLC will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Beacon Hill Private Wealth LLC does not sell any personal information about you to any third party. Beacon Hill Private Wealth LLC will not disclose personal information without your authorization, except as required or permitted by law.

Procedures to Protect Confidentiality and Security of Your Personal Information

Beacon Hill Private Wealth LLC 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. In addition, Beacon Hill Private Wealth LLC maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.

Beacon Hill Private Wealth LLC will update its policy and procedures when necessary to ensure that your privacy is maintained and that Beacon Hill Private Wealth LLC conducts business in a way that fulfills our commitment to you. If Beacon Hill Private Wealth LLC makes any material changes in its privacy policy, we will make that information available to clients through our Web site and/or other communications.