Privacy Policy

This Privacy Policy describes the privacy policy of Washington Wealth Management, LLC (“WWM”) and is  provided in accordance with the rules and regulations under which financial institutions are governed.  We believe that protecting your privacy is an integral part of the customer service we provide.  Financial institutions choose how they share your personal information.  Federal law fives consumers the right to limit some but not all sharing.  Federal law also requires us to tell you how we collect, share and protect your personal information.  Please read this notice carefully to understand what we do.

WHAT TYPES OF PERSONAL INFORMATION WE COLLECT AND SHARE

The type of personal information we collect and share depends on the products or services you or your representative have with us.  This information may include your:

  • Social security number
  • Name, email address and other contact information
  • Transactional history
  • Income
  • Assets
  • Investment experience

We will not share your personal information with any affiliates or third parties without your prior written consent.  We will not share your personal information with any affiliates or third parties for solicitation purposes.

WHAT WWM DOES WITH YOUR PERSONAL INFORMATION

Federal law gives you the right to limit some but not all sharing of information.  Federal law requires that we inform you how we collect, share and protect your personal information.  The personal information we collect is used to service your accounts and meet your financial needs.

Information we collect may be shared among WWM employees for a number of purposes, such as:

  • For our everyday business purposes including processing transactions, maintaining your accounts, responding to court orders and legal investigations, reporting to the credit bureau, managing our business and protecting our interests; and
  • For WWM marketing purposes.

FOR QUESTIONS CONTACT US AT:

Washington Wealth Management, LLC
Toll Free: 800-214-8341
Fax: 800-214-9351
Email: info@washwm.com
Website:  www.washwm.com

HOW WWM PROTECTS YOUR PERSONAL INFORMATION

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.  Your personal information is restricted to those employees who need to know your information in order to help us run our business, service your account and/or market to and provide you with investment service alternatives. 

HOW WWM COLLECTS YOUR PERSONAL INFORMATION

WWM does not require you to submit personal information to access this website information.  Any personal information we may collect comes from information you submit on this website, when you:

  • Open an account
  • Deposit money
  • Seek financial advise
  • Direct us to buy or sell securities
  • Enter into an investment advisory contract

LIMITING  SHARING

Except as required by law, WWM does not share your personal information with affiliates or third parties. Federal law gives you the right to limit only the following:

  • Sharing for affiliates’ everyday business purposes, including information about your credit worthiness;
  • Affiliates from using your personal information to market to you; and
  • Sharing for nonaffiliates to market to you.

ADDITIONAL INFORMATION
DIGITAL MILLENNIUM COPYRIGHT ACT NOTICE

This website including all text, HTML, scripts, and images are copyrighted and owned by WWM.  No part of this website may be reproduced or transmitted in any form or by any means without the express prior written consent of WWM.

The Digital Millennium Copyright Act of 1998, 17 U.S.C. § 512 ("DMCA"),  provides recourse for owners of copyrighted materials who believe that their rights under United States copyright law have been infringed upon on the Internet.

Under the DMCA, the bona fide owner of copyrighted materials who has a good faith belief that their copyright has been infringed may contact not only the person or entity infringing on their copyright, but may also contact the designated agent of an Internet service provider to report alleged infringements of their protected works, when such alleged infringements appear on pages contained within the system of the Internet service provider ("ISP").

The owner of this website and the ISP are committed to complying with international trade law, international trade practices, all United States laws, including United States copyright law. Upon receipt of a properly filed complaint under the DMCA, the owner and/or the ISP of this website will block access to the allegedly infringing material. The website owner and/or the ISP will forward a copy of the notification of claimed copyright infringement to the alleged infringer. Anyone who believes in good faith that a notice of copyright infringement has wrongfully been filed against them, may submit a counter notice to the website owner and/or the ISP.

If you believe that your copyright has been infringed through material posted on this website, please contact WWM through its intellectual property attorneys at:

Robert C. Brighton, Jr., Esq. – Copyright Agent
Shutts & Bowen LLP
200 East Broward Blvd., Suite 2100
Fort Lauderdale, Florida 33301
rbrighton@shutts.com

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