PRIVACY POLICY

Provident Wealth Advisors (“PWA”) adopted this policy with recognition that protecting the privacy and security of the nonpublic personal information we obtain about our clients is an important responsibility.  We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain nonpublic personal information about you. We want you to know what information we collect and how we use and safeguard that information.
 

WHAT INFORMATION WE COLLECT
We collect certain nonpublic personal information about you (such as your name, address, social security number, etc.) that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).
 

WHAT INFORMATION WE DISCLOSE
PWA does not disclose the nonpublic personal information we collect about our clients to anyone except:
(1) in furtherance of our business relationship with clients, and then only to those persons necessary to effect the transactions and provide the services that clients authorize (such as broker‐dealers, custodians, independent managers etc.); (2) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (3) our attorneys, accountants, and auditors; or (4) as otherwise provided by law.
 
We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative services on our behalf). These third parties are prohibited to use or share the information for any other purpose. If you decide to either terminate our services or become an inactive client, we will continue to adhere to our Privacy Policy, as may be amended from time to time.
 

SECURITY OF YOUR INFORMATION
We restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.
 

CHANGES TO OUR PRIVACY POLICY OR RELATIONSHIP WITH YOU
Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.
 
OPTING OUT
Clients cannot opt out of allowing Provident Wealth Advisors to share their nonpublic personal information with non‐affiliated third parties which are necessary to service their accounts.
 
REQUESTS FOR INFORMATION
For a copy of our Privacy Policy, please contact the Chief Compliance Officer either in writing at 25511
Budde Road, Suite 1002, The Woodlands, TX 77380 or by phone at 281-466-4843.

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Contacts

Provident Wealth Advisors

25511 Budde Road

Suite 1002  The Caroline Building

The Woodlands, TX 77380


281.466.4843
281.466.4817

Info@providentwealthllc.com

Copyright 2018 Provident Wealth Advisors, LLC

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Provident Wealth Advisors, and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee based financial planning and investment advisory services are offered by Provident Wealth Advisors, a Registered Investment Advisor in the State of Texas. Insurance products and services are offered through Goodwin Financial Group . Provident Wealth Advisors, and Goodwin Financial Group are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted.