Olympic Wealth Management Financial Privacy
Olympic Wealth Management LLC (“OWM”), an investment advisory firm, is committed to safeguarding the confidential information of its clients. We do collect nonpublic personal information in order to open and administer your accounts with us and to provide you with accurate and pertinent advice. We hold all nonpublic personal information you provide to us in the strictest confidence. If we were to change our Firm policy, we would be prohibited under the law from doing so without advising you first.
We will get your permission before we share your personal information with most nonaffiliated third parties. However, this does not apply to sharing information with nonaffiliated third parties in connection with maintaining or servicing your account, or administering transactions requested or authorized by you. You may direct us not to make disclosures (other than disclosures required by law) regarding nonpublic personal information to our financial marketing partners. You also have the right to opt out of having your information shared with affiliates of OWM. If you wish to opt out of disclosures to third parties please contact us at (425) 485-4700.
OWM collects personal information about you from the following sources
- Applications or other forms
- Discussions with nonaffiliated third parties
- Information about your transactions with us or others
- Tax Returns
- Estate Planning Documents