Privacy Notice

Since our inception in 2002, we have been committed to maintaining the confidentiality and security of information that we collect from our clients. Please take a moment to read our privacy policies and procedures that we have implemented to safeguard your nonpublic personal information.

INFORMATION WE COLLECT

We collect certain personally identifiable financial information about our clients to provide financial services and products. The personally identifiable financial information that we gather during the normal course of doing business with you may include:

1. information we receive from you on applications or other forms;
2. information about your transactions with us, our affiliates, or others;
3. information we receive from a consumer reporting agency.

INFORMATION WE DISCLOSE

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law, or as necessary to provide services to you. In accordance with privacy standards we may disclose all of the information we collect, as described above, to certain nonaffiliated third parties such as attorneys, accountants, auditors and persons or entities that are assessing our compliance with industry standards. We enter into contractual agreements with all nonaffiliated third parties that prohibit such third parties from disclosing or using the information other than to carry out the purposes for which we disclose the information. We may share information with our affiliated financial service companies, such as our banks and brokerage company, as reasonably needed to provide the investment, tax, insurance and other financial services that we have been engaged to perform, or otherwise to identify services which may serve your financial, investment or planning objectives. If you would like a list of affiliated financial service companies, please contact us. However, in all such instances, we restrict access to your personal and financial information to those employees who have a reasonable need to know that information to provide or identify such services to you. As an individual, you have the right to instruct us not to share among our affiliated financial service companies certain information from your account applications or information received from third parties (other than information about your transactions or experiences with us). Please notify us if you would like us to limit the sharing of this other information.

CONFIDENTIALITY AND SECURITY

We restrict access to nonpublic personal information about you to those Employees who need to know that information to provide financial products or services to you. We maintain physical, electronic, and procedural safeguards to guard your nonpublic personal information.

Disclosure Statement : Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by Leahy Wealth Mgmt. or product made reference to directly or indirectly by us in our web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client's investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

Certain portions of our web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, our (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from us, or from any other investment professional. We are neither an attorney nor accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to our web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from us, or from any other investment professional.