Download the Privacy Policy (PDF, 5 pages)
Axxcess Wealth Management, LLC (“AWM”) is committed to safeguarding the personal information of our clients that we obtain as your investment adviser. AWM does not sell your nonpublic personal information to anyone, and provides it to others only for discrete and reasonable business purposes in connection with servicing and managing our relationship with you.
Federal and state law require registered investment advisers to disclose how they collect, share and protect personal information, and give you the right to limit some of that sharing. This policy sets out what information we collect, why and with whom we share it, how we protect it, and the choices available to you.
Questions about this policy can be directed to Axxcess Wealth Management, LLC, 6005 Hidden Valley Road, Suite 290, Carlsbad, CA 92011, (858) 217-5347.