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 depends on the product or service you have with us. This information can include, but is not limited to:
• Social Security number and income;
• Assets and transaction history; and
• Investment experience and risk tolerance.
When you are no longer our client, we continue to share your information as described in this notice.
All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons Wayfinding Financial, LLC chooses to share and whether you can limit this sharing.
To limit our sharing
If you are a new client, we can begin sharing your information from the date we sent this notice. When you are no longer our client, 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: 425-361-0707
What we do
How does Wayfinding Financial, LLC protect my personal information? To protect your personal information from unauthorized access
and use, we restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We also maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.
How does Wayfinding Financial, LLC collect my personal information?
We collect your personal information, for example, when you
open an account or give us contact information
enter into an investment adviser contract or give us your income information
tell us about your investment or retirement portfolio
We also collect your personal information from 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
State laws and individual companies may give you additional rights to limit sharing
Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies.
Non-affiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Joint marketing A formal agreement between nonaffiliated financial companies that together market financial products or services to you.