Baker Tilly Wealth Management privacy policy

Facts - What does Baker Tilly Wealth Management, LLC do with your personal information?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we may collect and share depends on the product or service you have with us. This information can include:

• Tax Identification Number
• Securities positions
• Investment Experience
• Income
• Risk Tolerance
• Account Balances

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Baker Tilly Wealth Management, LLC chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

For our everyday business purposes — such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

• Does Baker Tilly Wealth Management, LLC share? Yes
• Can you limit this sharing?