Disclosures

PRIVACY POLICY      
November 15, 2020 
‍
The Personal Information We Collect, How We Use It, and How We Protect It
‍Columbia Square Wealth Management, LLC (“Columbia Square Wealth”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Columbia Square Wealth will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Columbia Square Wealth will provide this privacy statement to all clients annually.  

Why We Ask for Your Personal Information
‍We gather specific information about you for the following reasons:      
· To help design and implement the investment and planning related services we provide you
· To Comply with the USA PATRIOT Act and FINRA’s “Know Your Client” rules which require us to gather detailed personal information about all of our clients or prospective clients  

‍What Information We Collect and Maintain
‍We may collect the following types of “nonpublic personal information” about you:
· Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, Government ID (driver’s license, passport, etc.), employment details, and financial information (net worth, liquid savings, debts, other financial resources)
· Information that we generate to service your financial needs
· Information that we may receive from third parties with respect to your financial profile 

What Information We Disclose
‍Weare permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm. Otherwise, Columbia Square Wealth will not disclose any personal information about you or your account(s) unless one of the following conditions is met:
· We receive your prior written consent; or
· We have documentation that the recipient is your authorized representative; or
· We are required by law to disclose information to the recipient Arrangements with companies or independent contractors not affiliated with Columbia Square Wealth will be subject to confidentiality agreements. 

‍How We Protect Your Personal Information
‍Privacy has always been important to Columbia Square Wealth. We restrict and limit access to client information to only those who need it to carry out their business or legal functions. We maintain strict physical, electronic, and procedural safeguards to protect your confidential personal information at all times.