G&K Wealth Management Privacy Policy Notice

In the course of doing business with G&K Wealth Management, our clients share personal and financial information with us. We treat this information as highly confidential and recognize the importance of protecting access to it.

Clients typically provide personal information when they complete account application forms and investment management agreements or when they request advice or help with a transaction that involves assets we assist them in managing. This information may include our clients' names and addresses, telephone numbers, Social Security or taxpayer identification numbers, schedules of assets and liabilities, income, account balances, investment activity, and information about accounts they may have at other institutions. We maintain high standards to safeguard our clients' personal information as part of the trust inherent in a relationship where their interests come first.

We do not rent or sell information about current or former clients or their accounts to third parties, and we do not disclose such information to third parties unless necessary to process a transaction, service a client account, or as otherwise permitted or required by law.

Because our clients’ assets are held in custody by banks or brokerage firms, security transactions are effected through unaffiliated brokers and outside investment managers invest client funds (“unaffiliated third parties”), it is necessary to provide certain identifying information to those entities. In all such cases, we provide the third party with only the information necessary to carry out its assigned responsibilities and only for that purpose. We will, of course, release more specific information about our clients if directed by our clients to do so, if we are compelled by law to do so, or in other legally limited circumstances (e.g., to protect our clients' accounts from fraud or to file security litigation damage claims on our clients' behalf).

We also may provide information to companies that perform necessary services to properly maintain our business, such as maintenance of our computer systems and to our accountants and attorneys who help us assess and maintain performance and compliance standards.

We maintain physical, electronic, and procedural safeguards to protect our clients' personal information. We restrict access to information about our clients to those G&K Wealth Management employees who need to know the information to provide investment management services to our clients. Access to client files is limited and our employees are required to maintain and protect the confidentiality of our clients' personal information at all times.

As required by federal law, we will provide a copy of our privacy policy in conjunction with Part II of our Form ADV that we make available to our clients on an annual basis. We reserve the right to modify this policy at any time.