the fine print
Vanir Wealth Strategies LLC is an Investment Adviser offering services in Florida, Texas and in other jurisdictions where exempt from registration. All views, expressions, and opinions included in this communication are subject to change.
Commitment to Your Private Information: Vanir Wealth Strategies, LLC has developed a policy of protecting the confidentiality and security information we collect about our clients. We do not, and will not, share nonpublic personal information about you (“Information”) with unaffiliated third parties without your consent, except for the specific purposes described below. This notice has been provided to you to describe the Information we gather and the situations under which we need to share it.
Why We Collect and How We Use Information. We limit the collection and use of Information within the firm in order to have information to provide financial services to you. Such services include maintaining your accounts, processing transaction requests, financial advisory, and other services described in our Form ADV.
How We Gather Information. We get most Information directly from you when you provide us with information from any of the following sources:
- Applications or forms (for example: name, address, social security number, birth date, assets, income, financial history)
- Transactional activity in your account (for example: trading history and account balances)
- Information services and consumer reporting sources (for example: to verify your identity or to assess your credit history)
- Other sources with your consent (for example: your insurance professional, attorney, or accountant)
How We Protect Information. Vanir Wealth Strategies, LLC is required to protect the confidentiality of Information and to comply with the firm’s stated policies. We will access Information only when there is an acceptable reason to do so, such as to service your account or provide you with financial services. We also maintain physical, electronic, and procedural safeguards to protect information, which comply with applicable SEC, state, and federal laws.
Sharing Information with Other Companies Permitted Under Law. We do not disclose Information obtained in the course of my practice except as required or permitted under law. Permitted disclosures include, for instance, providing information to unrelated third parties who need to know such Information in order to assist us with providing services to you. Unrelated third parties include broker/dealers, unaffiliated third-party investment advisers, ETF sponsor companies, insurance companies, and the custodian with whom your assets are held. In such situations, the confidential nature of information being shared is always stressed.