Notice of Privacy Policy
Beechwood Wealth Advisors considers the privacy of its clients to be of fundamental importance and has established a policy to maintain the privacy of the information you share with us.

Personal Information We Collect
We do not sell any information to any third parties. However, we do collect and retain certain nonpublic personal information about you including:

• Information we receive from you or your financial advisor, such as your name and address;
• An address we receive from a third party when you have moved; and
• Information about your transactions with us, such as account balance and transaction activity.

Personal Information We May Disclose
We occasionally disclose nonpublic personal information about you to third parties as permitted/required by law. Some instances when we share information include:

• Disclosing information to a third party in order to process account transactions that you request or authorize;
• Disclosing your name and address to companies that mail client-related materials, such as client reports (note that these companies may not use the information for any other purpose);
• Disclosing information to research companies that help conduct client surveys to assess and improve our financial services; and
• Disclosing information in connection with legal proceedings, such as responding to a subpoena.

When information is shared with third parties, they are not permitted to use the information for any purpose other than to assist our servicing of your account(s) or as permitted by law. If you close your account(s) or if we lose contact with you, we will continue to share information in accordance with our current privacy policy and practices. We restrict access to your nonpublic personal information to authorized employees. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

These measures reflect our commitment to maintaining the privacy of your confidential information. We value you as a client and appreciate the opportunity to serve you.

If you would like to learn more or have any questions, please call us.