2603 Augusta Drive
At Horizon Wealth Advisors, we respect your personal financial privacy. We realize that you have entrusted us with private personal financial information, and it is important to us that you know our policy concerning what we do with that information.
We collect personal financial information about you from the following sources:
We do not disclose any nonpublic personal financial information about you to anyone, except in the following circumstances:
Within our firm, we restrict access to your personal financial information to the employees who need to know that information to provide services to you. To ensure security and confidentiality, we maintain physical, electronic, and procedural safeguards to protect your privacy.
What does Horizon Wealth Advisors, 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 collect and share depend on the product or service you have with us. This information can include:
When you are no longer our client, we continue to share your information as described in this notice.
How?All financial companies need to share client’s personal information to run their everyday business. In the section below, we list the reasons financial companies can share their client’s personal information; the reasons Horizon Wealth Advisors, LLC chooses to share; and whether you can limit this sharing.
How Does Horizon Wealth Advisors, LLC protect my personal information?To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Horizon Wealth Advisors, LLC collect my personal information?We collect your personal information, for example, when you:
We may also collect your personal information from other companies.
WHY CAN’T I LIMIT ALL SHARING?Federal law gives you the right to limit only:
State laws and individual companies may give you additional rights to limit sharing.
DefinitionsAffiliatesCompanies related by common ownership or control. They can be financial and nonfinancial companies. Horizon Wealth Advisors, LLC and MTA share common office space but do not share client information unless a client relationship also exists.
NonaffiliatesCompanies not related by common ownership or control. They can be financial and nonfinancial companies. These include broker/dealers, mutual fund companies, insurance companies and other financial institutions.
Joint MarketingA formal agreement between nonaffiliated financial companies that together market financial products or services to you.
Horizon Wealth Advisors, LLC does not do joint marketing.