Privacy Policy

In order to comply with the provisions of the Gramm-Leach-Bliley Act (“GLBA”) signed into law on November 12, 1999, REDW Wealth LLC and REDW LLC establish the following policies and procedures regarding the sharing of nonpublic personal information with nonaffiliated third parties.

  1. It is the policy and practice of REDW Wealth LLC that it will not share nonpublic personal information about clients with nonaffiliated third parties without specific client approval.
  2. In the process of providing asset management services to our clients, REDW Wealth LLC obtains the following categories of nonpublic personal information:
  • any information provided in order to obtain a financial product or service from REDW Wealth LLC.
  • any information resulting from a transaction with a client with REDW Wealth LLC.
  • any information obtained from an outside source in connection with providing a product or service to a client by REDW Wealth LLC.
  1. It is the policy and practice of REDW Wealth LLC to share nonpublic personal information in all categories about clients only with affiliates of REDW Wealth LLC only with client permission. At the current time, those affiliates would be all the affiliates of REDW LLC.
  2. It is the policy and practice of REDW Wealth LLC to share no categories of nonpublic personal information regarding former clients with nonaffiliated third parties without prior specific written client approval. It is the policy and practice of REDW Wealth LLC to share all categories of nonpublic personal information regarding former clients only with those affiliates of REDW LLC.
  3. It is the policy and practice of REDW Wealth LLC to use its best efforts to keep any nonpublic personal information furnished by a client in connection with the performance of REDW Wealth LLC’s services confidential (“Confidential Information”). Except as may be required by legal process, REDW Wealth LLC will not disclose the Confidential Information to any entity, organization or individual without Client’s prior written consent.
  4. It is the policy and practice of REDW Wealth LLC to use REDW LLC Tax Department personnel to prepare and review Federal and State tax returns unless requested in writing not to do so for those clients with a Tax Engagement.