Privacy Policy

It's important for you to know that we do not sell your information to anyone. We recognize our obligation to keep information about you secure and confidential. We restrict access to non-public personal information about you to those representatives and employees who need to know that information to provide products or services to you. We also maintain physical, electronic, and procedural safeguards to guard your non-public personal information.

Blue Summit Wealth Management collects non-public personal information about you from applications and other forms which we receive from you and from oral and email communications. We may also receive information from consumer reporting agencies or public databases.

This information remains strictly confidential except for where permitted by law, such as providing non-public personal information about you to non-affiliated third parties. An example would be the sharing of your information with a mutual fund or other such company in order to process your business.To learn more about the measures that we take to safeguard information that you might share with us, and the situations in which we might share information with select business partners, read this complete Multi-Financial Privacy Policy.