Professional Asset Management For Individuals & Families
Emergent Wealth Advisors
(404) 931-0870
383 Ninth St. NE
Atlanta GA 30309
Brian P. Shriver, CFA
Privacy Policy
Emergent Wealth Advisors collects and retains a variety of information about Clients and potential Clients, including both basic personal information and financial data.
Emergent Wealth Advisors protects the confidentiality of all such client data through secure handling, storage, and disposal of all electronic and paper documents; as well as through other policies and procedures designed to safeguard client information.
Emergent Wealth Advisors will not disclose any client information to any third party for any reason, unless directed to do so by the Client.
Exceptions are made only in the following cases:
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•disclosures necessary to manage client accounts, to execute transactions, and/or to perform services as agreed with or requested by the Client,
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•disclosures of impersonal aggregate data,
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•disclosures required by law.
We will deliver this Privacy Policy to clients in writing annually. In addition, we will notify clients in advance if our Privacy Policy is expected to change.
