Privacy Policy
Silverhaven Strategic Wealth, LLC (“Silverhaven”) is committed to protecting the confidentiality and security of personal information. This Privacy Policy describes how Silverhaven collects, uses, and safeguards nonpublic personal information in connection with providing investment advisory services.
Information Collected
Silverhaven may collect nonpublic personal information about clients and prospective clients as necessary to provide advisory services. This information may include, but is not limited to, contact information, financial information, and information provided through account applications, statements, or correspondence.
Use and Disclosure of Information
Silverhaven does not sell client information. Nonpublic personal information is disclosed only as permitted or required by law, including to custodians, service providers, or regulatory authorities as necessary to administer advisory services or comply with legal obligations.
Safeguards
Silverhaven maintains physical, electronic, and procedural safeguards designed to protect client information from unauthorized access or use.
Access and Updates
Clients may request access to or correction of personal information maintained by Silverhaven, subject to applicable legal requirements.
Additional information regarding Silverhaven’s privacy practices is available upon request.