Privacy Policy

WHAT DOES CHERRY BEKAERT WEALTH MANAGEMENT LLC (“CBWM”)
DO WITH YOUR PERSONAL INFORMATION?

Why?

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.

What?

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 transaction history
  • Investment experience and risk tolerance

How?

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 CBWM chooses to share; and whether you can limit this sharing.

 

Reasons we can share your personal information

Does CBWM Share?

Can you limit this sharing?

For our everyday business purposes - such as to
process your transactions, maintain your ccounts(s) or respond to court orders and legal investigations.
Yes No
For our marketing purposes - to offer our products
and services to you
No We don't share.
For joint marketing with other financial companies No We don't share.
For our affiliates' everyday business purposes -
information about your transactions and experiences
Yes No
For our affiliates' everyday business purposes –
information about your creditworthiness
No We don't share.
For our affiliates to market to you Yes Yes
For non-affiliates to market to you No We don't share.

 

To limit
our sharing

Please note:

 

If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.

 

However, you can contact us at any time to limit our sharing.

Questions?

Call Wesley Watkins at (804) 673-5771

 

What we do

How does CBWM protect my personal information?

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.

How does CBWM collect my personal information?

We collect your personal information, for example, when you

  • Provide account information or give us your contact information
  • Seek financial advice or seek advice about your investments
  • Enter into an investment advisory contract

We also collect your personal information from others, such as credit bureaus, affiliates or other companies.

Why can't I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes—information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for non-affiliates to market to you
What happens when I limit sharing for an account I hold jointly with someone else? Your choices will apply to everyone on your account - unless you tell us
otherwise.

Definitions

Affiliates

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

  • Our affiliates include companies with a common Cherry Bekaert name such as Cherry Bekaert LLP, of which CBWM is a wholly owned subsidiary.
Non-Affiliates

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

  • CBWM does not share with non-affiliates so they can market to you.
Joint Marketing

A formal agreement between non-affiliated financial companies that together market financial products or services to you.

  • CBWM does not jointly market.