At Blake Schutter Wealth (BSW), we appreciate your business and the trust you have placed in us. As an SEC Registered Investment Advisor, BSW provides a variety of advisory services to clients who have contracted for these services. BSW is required to communicate its policies related to the privacy of customer information.
We are proud of our privacy protection practices and procedures and we want you to know how we protect your information and use this information to service your account. In order to facilitate the servicing of your account, BSW may receive non-public personal information about you from the following sources:
We do not disclose any non-public personal information about you or former customers to anyone, except as required by law. Such disclosure may include the following:
(for example, affiliated custodians for the purpose of establishing accounts on your behalf)
(for example, for tax reporting, under a court order, or to protect our legal rights)
(for example, other investment advisor firms in order to open a managed account with their firm or the brokerage firm they utilize)
(for example, a CPA who will be preparing your tax return or an attorney preparing legal documents)
We will periodically deliver updates regarding the firm’s policies including but not limited to updates to customer agreements and privacy policies in electronic format. If you wish to “opt-out” of receiving information via electronic format, then you will need to inform us in writing via email at info@blakeschutter.com.
BSW restricts access to your personal and account information to those of its employees who need to know that information to provide products or services to you. BSW maintains physical, electronic, and procedural safeguards to guard your non-public personal information. We will continue to adhere to the privacy policies and practices as described in this notice if you decide to close your account(s) or become an inactive customer.