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Privacy Policy

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
  • Questionnaires
  • Tax Returns
  • Estate Planning Documents
  • Website

OWM uses your personal information in the following manner:

  • We do not sell your personal information to anyone. We limit employee and agent access to information only to those who have a business or professional reason for knowing, and only to nonaffiliated parties as permitted by law. (For example, federal regulations permit us to share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf, or so that our Firm can discuss your financial situation with your accountant or lawyer.)
  • We will provide notice of changes in our information-sharing practices. If, at any time in the future, it is necessary to disclose any of your personal information in a way that is inconsistent with this policy, we will give you advance notice of the proposed change so you will have the opportunity to opt out of such disclosure.
  • We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
  • For nonaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private.
  • Federal and state regulators also may review Firm records as permitted under law.
  • We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.
  • Personally identifiable information about you will be maintained during the time you are a client, and for the required time thereafter that such records are required to be maintained by federal and state securities laws. After this required period of record retention, all such information may be destroyed.

Olympic Wealth Management Website

From registered and unregistered users of the website, we automatically receive and record information whenever you interact with the website. This includes IP address data from our server logs, cookie information, the pages you request, and the URL of the site you came to the website from. We use the information listed above to help diagnose website problems and performance, analyze trends, customize your experience on the website, provide targeted information about Olympic Wealth Management’s Services, and administer the website.


Olympic Wealth Management Cookies

We put cookies on your computer (including mobile device) to help us keep track of when you were last on the webite, and what you last searched on the website. While you are free to disable cookies on your browser, we recommend that you leave cookies activated to use some of the most useful Olympic Wealth Management’s site features.


Third-Party Cookies for Website Use Analysis

We use third parties such as Google to help us analyze how people are using the website, and those third parties are authorized to use cookies and other tracking technologies to access personal information of visitors. We also use the Google Analytics Advertising service to provide us with demographic data about our users on an anonymous basis, and that Google service uses a cookie that can be recognized by Google.


Third-Party Cookies Used to Target Ads to You When You are on Other Websites

We may share the information that you provide to us, and the information that we collect about you, with others (including advertising service providers and networks) to serve you ads tailored to your interests or to tailor ads that may be served to you on our website, as well as other websites and on social media networks. You may also see ads for Olympic Wealth Management on other websites and social media because we participate in advertising networks. Advertising networks allow Olympic Wealth Management to target our advertising to you through demographic, behavioral and contextual means. These advertising networks track your online activities over time by collecting information through automated means, including through the use of cookies, web beacons and other methods. Advertising networks use this information to show you advertisements that they believe are tailored to your interests. The information our advertising network vendors collect includes information about your visit to our website as well as pages you have viewed, and the actions you have taken on the website.


Contact Us

Please contact us if you have more questions. If you have any questions about this policy, please contact us at (425) 485-4700. You can also write to us at: 19515 North Creek Pkwy #101, Bothell, WA 98011