Privacy Policy – Internet

Pillar Wealth Management Co. is strongly committed to protecting your privacy on the Internet. We do not use our website for any commercial transactions; we do not offer access to client or company personal, confidential or proprietary information via our website; nor do we use any electronic ‘cookies’ to retrieve information about users to our website. Pillar Wealth Management Co. does not give or sell personal identity information to any other outside company for use in marketing or solicitation. We maintain the confidentiality of your personal identity information. Pillar Wealth Management Co. does not operate in the role of custodian, nor do we act as a broker dealer. Please refer to the privacy policies of any and all custodians and broker dealers with and through whom you conduct business with Pillar Wealth Management Co.

Privacy Policy – Registered Investment Adviser (RIA)

FACTS WHAT DOES PILLAR WEALTH MANAGEMENT CO. (“Pillar”) DO WITH YOUR PERSONAL INFORMATION?
Why? Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What? The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and employment information
  • Income, net worth and investment experience
  • Risk tolerance and retirement assets

When you are no longer our customer, we continue to share your information as described in this notice.

How? All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Pillar chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information Does Pillar share? Can you limit this sharing?
For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

Yes

No

For our marketing purposes—to offer our products and services to you

Yes

Yes

For joint marketing with other financial companies

Yes

Yes

For our affiliates’ everyday business purposes—information about your transactions and experiences

Yes

Yes

For our affiliates’ everyday business purposes—information about your creditworthiness

No

Yes

For our affiliates to market to you

No

Yes

For non-affiliates to market to you  

*If your representative terminates his or her relationship with us and moves to another investment advisory firm, we or your independent representative may disclose your personal information to the new firm, unless you instruct us not to by returning the completed Privacy Choices Notice form attached to this notice.

Yes

Yes

Questions? Call 608-833-9100 or go to www.pillarwealth.com.
Who we are
Who is providing this notice? Pillar Wealth Management Co. (Pillar)
What we do
How does Pillar protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.We restrict access to your personal information to those employees who need it to perform their job responsibilities.
How does Pillar collect my personal information? We collect your personal information, for example, when you

  • enter into investment advisory contract
  • apply for insurance
  • seek financial advice

We also collect your personal information from others, such as affiliates, or other companies.

Why can’t I limit all sharing? Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes—information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions
Affiliates Companies related by common ownership or control. They can be financial and nonfinancial companies. 
Non-affiliates Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Non-affiliates we share with can include companies such as vendors, and other service providers.
Joint marketing A formal agreement between non-affiliated financial companies that together market financial products or services to you.Our joint marketing partners include categories of companies such as insurance companies.
Other important information
Pillar Wealth Management Co. is a registered investment advisor.
If you want to limit our sharing
Contact us If you prefer that we not share your nonpublic personal information (except in those circumstances described previously that are permitted or required by law), please contact the Privacy Coordinator: By telephone: 608-833-9100

By email: info@pillarwealth.com

By mail: Mark your choices below, fill in, and send the form to:

 

Pillar Wealth Management Co
Privacy Coordinator

7633 Ganser Way, Suite 210
Madison, WI 53719

 

Unless we hear from you, we can begin sharing your information 30 days from the date of this letter. However, you can contact us at any time to limit our sharing.

Check your choices
Your choices will apply to everyone on your account Check any/all you want to limit:Do not share information about my creditworthiness with your affiliates for
their everyday business purposes.

 

Do not allow your affiliates to use my personal information to market to
me. (I will receive a renewal notice for this use for marketing in 5 years.)

 

Do not share my personal information with non-affiliates to market their
products and services to me.

Your name Mail to:

Pillar Wealth Management Co

Privacy Coordinator

7633 Ganser Way,

Suite 210
Madison, WI 53719

Your address
Account number