Privacy Statement
The Executive Wealth Planning Group is committed to safeguarding the confidential information you disclose to us. Our ability to provide the highest quality service to our clients requires a relationship based on trust. As part of that trust, we do not sell or share confidential information about you to any third party without your permission. In accordance with the Gramm-Leach-Bliley Act, we are providing this privacy notification to you. The categories of non-public personal information we obtain from
you or your advisers include information about your business, your personal finances, your health and transactions with third parties. We do not disclose any non-public information concerning any of our clients or former clients without their express permission except as permitted by law. Internally, we restrict access to non-public personal information to company personnel who are necessary and appropriate to provide services to our clients. We maintain physical, electronic and procedural safeguards to protect this information. If you have any questions with respect to our commitment to privacy, please contact us at (973) 285-3670.
4 Campus Drive | Parsippany, NJ 07054 | Telephone: 973.285.3600 Ext. 359
