Privacy Policy

Atlantic Wealth Partners, LLC (“AWP,” “firm,” “we,” “us,” and “our”) is an investment advisory firm committed to safeguarding the confidential information of its clients (“client,” “you,” and “your”). We collect your non-public personal information to open and administer your accounts and provide you with accurate and pertinent advice. We hold all non-public personal information you provide to us in the strictest confidence. We are prohibited by law from changing this policy without advising you first.

Information Usage and Sharing

• We do not use your non-public personal information for marketing purposes, and we have no expectation of doing so in the future, either directly or through a third-party marketing relationship.
• We will seek your permission before sharing your personal information with most non-affiliated third parties. However, this does not apply to sharing information with affiliated and non-affiliated third parties in connection with:
  • Maintaining or servicing your account
  • Administering transactions requested or authorized by you
• You may direct us not to make disclosures (other than those required by law) regarding non-public personal information to any financial marketing partners, should we maintain any. If we ever establish such relationships, we will first present you with an opt-out opportunity.
• You also have the right to opt out of having your information shared with affiliates of AWP. If you wish to opt-out of disclosures to third parties, please contact us at (561) 632-0566.

Collection of Personal Information

AWP collects personal information about you from the following sources:

• Applications, questionnaires, or other forms and our discussions with you
• Discussions with non-affiliated third parties
• Information about your transactions with us or others
• Account statements, tax returns, estate planning documents, and other materials you share with us

How AWP Uses Your Personal Information

• We do not sell your personal information to anyone.
• We limit employee access to your information to those who have a business or professional reason for knowing it, and we share information with non-affiliated parties only as permitted by law (e.g., sharing limited information with a brokerage firm to execute securities transactions or discussing your financial situation with your accountant or lawyer).
• We will provide advance notice of any changes in our information-sharing practices, and if a change is inconsistent with this policy, you will have the opportunity to opt out before any new disclosures are made.
• We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
• For non-affiliated third parties requiring access to your personal information (such as financial service companies, consultants, and auditors), we require strict confidentiality in our agreements with them and expect them to keep your information private.
• Federal and state regulators may review firm records as permitted by law.
• We do not provide any of your information to mailing list vendors or solicitors for any purpose and will not do so without your permission.

Record Retention

• Personally identifiable information about you will be maintained during the time you are a client, and for the required time thereafter as dictated by federal and state securities laws.
• After this required period of record retention, all such information may be destroyed.