You have retained us as your investment adviser and have entrusted us with your personal and financial data. We recognize that our relationship is based on trust, and that you expect us to act in your best interests to the extent of our capabilities. Because your personal and financial data are your private information, we hold ourselves to a high standard in their safekeeping and use.
This means that we do not sell or share for marketing purposes any client or prospective client information with anyone — whether it is your personal information or the fact that you are, or may become, our client.
Instead, we use your information primarily to complete transactions that you request, make you aware of other financial products and services we offer or to fulfill regulatory requirements to properly document our work.
You have shared significant personal information to help us fully understand your financial situation enabling us to provide proper counsel to you. You have also provided personal information as required to open investment, brokerage, insurance or other related accounts to custody your holdings.
In addition to the personal information you provide, we may also receive information about you from third parties whom you authorize to share data with us. We use this data to verify your identity, prevent fraud, or help us identify products and services that may benefit you.
Personal information collected from any source may include, among other things, your name, address, Social Security or taxpayer identification numbers, date of birth, assets, income, account balances, investment activity, and accounts held at other institutions.
We do not sell information about current or former clients or their accounts to third parties. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Text messaging originator opt-in data and consent is excluded; this information will not be shared with any third parties.
We do not share information about clients or prospective clients, except when needed to complete transactions at your request or to provide you with administrative and account services. For example:
Our concern for the privacy of our clients includes those who communicate with us by e-mail and use the websites of custodians and account administrators.
To protect your personal information, we maintain physical, electronic, and procedural safeguards in keeping with industry standards and practices, and we review and adjust these safeguards regularly in response to advances in technology. We require the firms that provide us with services for your account to execute contracts providing for confidential treatment of your information.
For your protection, we strongly recommend that you do not provide your account information, user name, or password to anyone. If you become aware of any suspicious activity relating to your account, it is your responsibility to contact us immediately. At no time will we contact you and ask for your user name and password.
As required by federal law, we will notify you of our privacy policy annually. We reserve the right to modify this policy at any time, but rest assured that if we do change it, we will tell you promptly. Should you have concerns at any time, please call.
Should you have significant life changes, such as a marriage, birth of a child, change of contact information, death of a spouse or divorce or other significant change in your financial position, please contact us to determine if such changes will alter your investment objectives, risk tolerance or investment horizon.
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WRP is a team of tax and financial management professionals with expertise in company-issued stock options. We use research-based investment strategies to grow and protect our clients’ investments and a personalized, one-on-one approach to understand each individual’s goals and priorities. A proud Bay Area business, we are dedicated to local philanthropy and contribute time and resources to local charities to support our community’s long-term well-being.