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Privacy Policy

Wildflower Financial recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Wildflower Financial will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Wildflower Financial will provide the privacy statement to all clients annually.

We want our clients to understand what information we collect, how we use it, and how we protect it responsibly.

Why We Collect Your Information

We gather information about you so that we can:

What Information We Collect and Maintain

We may collect the following types of “nonpublic personal information” about you:

What Information We Disclose

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties without prior notice to, and consent of, such clients, unless otherwise required by law.  In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third party service providers involved in servicing and administering products and services on our behalf.  

Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud.  

How We Protect Your Personal Information

Privacy has always been important to Wildflower Financial. We restrict and limit access to client information only to those who need to carry out their business functions.  We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.