Privacy Policy

We consider client privacy to be fundamental to our relationship with our clients. We are committed to maintaining the confidentiality, integrity, and security of clients' personal information entrusted to us. Internal policies have been developed to protect this confidentiality, while allowing client needs to be served. A client's right to privacy extends to all forms of contact with us, including telephone, written correspondence, and electronic media, such as the Internet.

We do not sell or distribute client information - whether it is your personal information or the fact that you are a Landmark Wealth Management client - to anyone.

In the course of recommending products and services, we collect non-public personal information about clients. We collect this information from sources such as account applications and other forms of information captured on our website.

We do not disclose any non-public personal information about clients or former clients to non-affiliated parties, except as directed by clients, as necessary in order to service a client account or as otherwise permitted by law. Your information is used by us or our service providers primarily to complete transactions or account changes that you request or authorize. In the normal course of serving clients, information we collect may be shared with companies that perform various services for us, such as transfer agents, custodians, proxy solicitation firms, or printers or mailers that may assist us in the distribution of investor materials. The organizations that receive client information receive only the information necessary to carry out their assigned responsibilities and are authorized to use that information only for the services required.

We may disclose or report personal information in limited circumstances where we believe in good faith that disclosure is required or permitted by law (for example, to cooperate with regulators or law enforcement authorities, such as responding to a subpoena or other legal process, or to protect accounts from fraud), or to resolve client disputes.

The information we collect and store during normal website usage includes your Internet address, the name and version of your Internet browser, the website that referred you to us, the pages you request and the date and time of those requests. We use this information to generate statistics and measure site activity to improve the usefulness of customer visits. During normal website usage, we do not collect or store personally identifiable information such as name and email address.

There are instances where we require personally identifying information such as name and address to provide the website visitor a service (registration to password-protected website). The information you provide is used by us to understand who our service users are, and to contact you, only if you request us to, regarding our services. The personal information we collect is never provided to any other company for that company's independent use. Access to clients' non-public personal information is restricted to employees and third parties hired to perform services for us who need to access such information to recommend or provide products or services. To guard clients' non-public personal information, we have imposed physical, electronic, and procedural safeguards that comply with federal standards to guard clients' non-public personal information.