Privacy Statement
At Domask Wealth Management, (referred to as "DWM") we always place an emphasis on your privacy and the importance of safeguarding your nonpublic personal information.
We collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications, other forms and in personal interviews
- Information about your transactions through us, our affiliates or others
- Information we receive from your trusted advisors (accountants, attorneys, etc.)
It is the policy of DWM to restrict access to all current and former clients' information (i.e., information and records pertaining to personal background, investment objectives, financial situation, tax information/returns, investment holdings, account numbers, account balances, etc.) to those employees and affiliated/nonaffiliated entities who need to know that information in order to provide products or services to the client. DWM may disclose the client's information if DWM is: (1) previously authorized to disclose the information to individuals and/or entities not affiliated with DWM, including, but not limited to the client's other professional advisors and/or service providers (i.e., attorney, accountant, insurance agent, broker-dealer, investment adviser, account custodian, etc.); (2) required to do so by judicial or regulatory process; or (3) otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations. We do not provide your personal information to mailing list vendors or solicitors. We maintain physical, electronic and procedural safeguards to guard your nonpublic personal information.
We reserve the right to revise our privacy policy. If we make any substantial changes in the way we use or disseminate confidential information, we will notify you. If you have any questions concerning this Privacy Policy, please contact Dean Domask at 602-374-3744. Thank you for choosing/considering DWM.
