PRIVACY NOTICE (Regulation S-P Disclosure)
Vermillion & White Wealth Management Group, LLC Registered Investment Adviser
Our Commitment to Your Privacy
Vermillion & White Wealth Management Group, LLC (“Adviser”) is committed to safeguarding the confidential information of its current, prospective, and former clients. This notice describes how we collect, use, and protect nonpublic personal information in accordance with applicable federal and state privacy regulations.
Information We Collect
We collect nonpublic personal information about you from the following sources:
• Information you provide on applications, forms, or through other communications (written, electronic, or verbal)
• Information about your transactions with us or others
• Information from third parties, such as custodians, broker-dealers, attorneys, accountants, or other advisors you authorize
This information may include your name, address, date of birth, Social Security number, financial information, and investment objectives.
How We Use Your Information
We use your nonpublic personal information to:
• Provide investment advisory services
• Establish and maintain your account(s)
• Communicate with you
• Comply with legal and regulatory requirements
Disclosure of Information
We do not disclose non-public personal information about our clients or former clients to non-affiliated third parties, except as permitted or required by law.
We may disclose information:
• To service providers (e.g., custodians, administrators, or technology vendors) necessary to effect, administer, or enforce transactions or services you request
• To regulatory authorities or law enforcement, as required by law or to comply with legal process
• To third parties at your direction or with your consent
All third parties are required to maintain the confidentiality of your information and use it solely for the purposes for which it was provided.
Confidentiality and Security
We restrict access to nonpublic personal information to employees who need to know that information to provide services to you.
We maintain physical, electronic, and procedural safeguards reasonably designed to protect your information, including:
• Secure systems with password protection
• Encryption and firewall protections
• Ongoing monitoring and updates to security practices
Former Clients
We maintain the same privacy protections for former clients as we do for current clients.
Website and Electronic Data
When you visit our website, we may collect limited non-identifiable information (e.g., IP address, browser type, usage data) through cookies or similar technologies to improve site functionality and user experience.
You may adjust your browser settings to decline cookies; however, some website features may not function properly.
Your Rights
Depending on applicable law, you may have the right to:
• Request access to your personal information
• Request corrections to your information
• Request deletion of your information, subject to regulatory retention requirements
California residents may request additional information regarding disclosures, as permitted under California law.
Children’s Privacy
Our services are not directed to individuals under the age of 13, and we do not knowingly collect personal information from children without appropriate consent.
Changes to This Notice
We may revise this Privacy Notice from time to time. If material changes are made, we will provide clients with an updated notice as required by law.
Contact Information
If you have any questions regarding this Privacy Notice, please contact:
Vermillion & White Wealth Management Group, LLC Phone: (610) 977-2098