Redrock Wealth Management, LLC, is committed to maintaining the confidentiality, integrity and security of the personal information that is entrusted to us. Redrock Wealth Management understands the need for careful handling of this information.
The categories of nonpublic information that we collect from you may include information about your personal finances, information about your health to the extent that it is needed for the financial planning process, information about transactions between you and third parties and information from consumer reporting agencies, e.g., credit reports. We use this information to help you meet your personal financial goals.
At times, Redrock Wealth Management may share your information with those who have a business or professional reason for knowing, and to non-affiliated parties as permitted, or required, by law. For example, we may share your information with your investment account’s custodian or with those we engage with for providing our service to you.
With your permission, we disclose limited information to attorneys, accountants, and mortgage lenders with whom you have established a relationship. You may opt out from our sharing information with these nonaffiliated third parties by notifying us at any time by telephone, mail, fax, email, or in person.
We maintain a secure office to ensure that your information is not placed at unreasonable risk.
We do not provide your personal information to mailing list vendors or solicitors.
We require strict confidentiality in our agreements with unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors. Federal and state securities regulators may review our company records and your personal records as permitted by law.
Personally identifiable information about you will be maintained while you are a client, and for the required period thereafter that records are required to be maintained by federal and state securities laws. After that time, information may be destroyed.