PRIVACY POLICY

At WealthPenn.com, we respect the personal financial privacy of our clients and customers.  We understand our clients have entrusted us with private, personal financial information, and we carefully handle such information in accordance with the following policy.

Within our company, we restrict access to clients’ personal financial information to the employees who need to know that information.  To ensure security and confidentiality, we maintain physical, electronic, and procedural safeguards to protect the privacy of our clients.

 Personally, identifiable information about our clients will be maintained during the time they are clients, and for the period of time that such records are required to be maintained by federal and state securities laws, and consistent with the CPA Board Code of Ethics. 

Clients with questions or concerns regarding our privacy policy and procedures should contact Michael Shearer, Principal, WealthPenn.com