




PRIVACY POLICY
The relationship between Mills Wealth Advisors and our clients is the most important asset of our firm. We strive to maintain our clients’ trust and confidence, an essential aspect of which is our commitment to protect personal information to the best of our ability. We know that all of our clients value their privacy, so we will not disclose your personal information to anyone unless it is allowed by law, is at your direction, or is necessary to provide you with our services. This statement describes how we protect the confidentiality of the personal information clients share with us, the types of information we collect, and how we use this information.
Client Information
The information we collect is limited to that which is useful for conducting our business and providing services; for protecting and administering client records, accounts, and funds; for complying with regulatory laws and regulations; for helping us design or improve our services; and for helping us understand clients’ financial needs so we can provide the deserved level of service. Information comes from the following sources:
- Information we receive from clients to allow us to open accounts or provide investment advice (such as a client’s home address, telephone number, and financial information); Information we receive from clients to allow us to service their accounts (such as tax information, trade tickets, and account statements); and Information we may receive from third parties with respect to client accounts (such as trade confirmations from brokerage firms)
Related Pages
Who We Are
Mills Wealth Advisors
Play Video