Privacy Policy

Privacy Statement

BT Wealth Management respects your right to keep your personal information private and to avoid unwelcome solicitations.

Our Privacy Statement explains what type of information we collect, how we may use it, and under what circumstances we may share it.

Under no circumstance will we provide your personal information to non-BT Wealth Management companies for the purpose of telemarketing or mail marketing.

What information do we collect?

We collect personal information about you only when that information is provided by you or is obtained with your authorization. We use that information to provide a broad range of investment management, financial planning and other services you request.

We may collect this information through letters or e-mails from you, meetings or phone calls with you, documents you provide to us, and other means, as appropriate.

How do we use the information collected?

We may use your contact data to send you information about BT Wealth Management or our products or services, or promotional material, or to contact you when necessary.

We may use your financial information to provide the services you request.

Who do we share your information with?

We do not disclose any nonpublic information about you without your express consent, except as required by law. This applies to current as well as former clients. We restrict access to your nonpublic personal information to those employees, affiliates and independent third parties who need to know that information in order to provide products or services to you. 

Who has access to your information?

In order to provide the best service possible, BT Wealth Management employees are permitted to access the information they need to perform their jobs. However, we maintain strict internal policies against unauthorized disclosure or use of client information.