Privacy Policy Notice

Financial companies choose how they share your personal information. Federal law gives 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.

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

• Social Security number and income
• Account balances and assets
• Transaction history
• Credit history and credit scores

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information, the reasons SpirePoint Private Client, LLC, chooses to share, and whether you can limit this sharing.

SpirePoint Private Client, LLC

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.

We collect your personal information, for example, when you:

• Open an account
• Deposit money
• Seek advice about your investments
• Enter into an investment advisory contract
• Tell us about your investment or retirement portfolio or earnings

We also collect your personal information from other companies.

Companies are related by common ownership and control. They can be financial and nonfinancial companies.

We may share information with our affiliates for our everyday business purposes, including information about your transactions and experiences.

Companies not related by common ownership and control. They can be financial or nonfinancial companies.

We do not share with nonaffiliates so that they can market to you.

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

We do not jointly market.