Notice of Privacy Statement

CURRY WEBB Wealth Management is committed to maintaining the confidentiality and security of nonpublic personal information gathered from current and prospective clients. A recently enacted federal statute requires us as a “financial institution” to take affirmative steps to explain to you what our specific policy is with regard to the usage of information about you which you may have provided to us or with regard to other information about you that we have collected.​

Categories of Information We Collect

We at CURRY WEBB collect nonpublic personal information about you from the following sources:

• Information we receive from you on applications or other forms such as your name, address, social security number, asset level and/or income level.
• Information about your transactions with us, our affiliates or others.

Categories of Information We Disclose

We at CURRY WEBB will not disclose the following kinds of nonpublic personal information about you:

• Information we receive from you on applications or other forms such as your name, address, social security number, asset level and/or income level.
• Information about your transactions with us, our affiliates or others.

Categories of Parties to Whom We Disclose

We do not disclose nonpublic personal information about you to any of the following types of third parties.

• Financial services providers, such as other investment advisers, outside custodians, brokers/dealers, life insurance agents, banks, etc.

Confidentiality and Security

We at CURRY WEBB Wealth Management restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.