Privacy Policy

Effective 01 Jan 2020

Penn Wealth Management, LLC is committed to maintaining the confidentiality, integrity and security of the personal information that is entrusted to us.

The categories of nonpublic information that we collect from clients may include information about personal finances, information about health to the extent that it is needed for the financial planning process, information about transactions between clients and third parties, and information from consumer reporting agencies, e.g., credit reports.  We use this information to help you meet personal financial goals.

With a client's permission, we disclose limited information to attorneys, accountants, and mortgage lenders with whom there is an established a relationship.  A client 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 client information is not placed at unreasonable risk.  We employ a firewall barrier, secure data encryption techniques and authentication procedures in our computer environment.

We do not provide personal information to mailing list vendors or solicitors.  We require strict confidentiality in our agreements with unaffiliated third parties that require access to personal information, including financial service companies, consultants, and auditors.  Federal and state securities regulators may review our Company records and a client's personal records as permitted by law.

Personally identifiable information about clients will be maintained as long as there is a professional relationship established, 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.

We will notify clients, in advance, if our privacy policy is expected to change.  We are required by law to deliver this Privacy Notice to all clients annually, in writing.