Privacy Policy Notice
Effective Date: September 2, 2025
Our Commitment to Your Privacy
At Rae & Co Capital Wealth Management, your privacy matters. We are committed to safeguarding the personal information you entrust to us. This notice explains how we collect, use, and protect your information.
Information We Collect
- Information provided on account applications, financial planning questionnaires, and other forms, such as name, address, Social Security number, income, assets, and investment objectives.
- Information from transactions with us, custodians, or other third parties, such as account balances and trading activity.
- Information from other sources, such as custodians, accountants, or attorneys you authorize.
How We Use Your Information
We use information to provide investment management and financial planning services; maintain accounts and process transactions; communicate with you about accounts and financial plans; and fulfill regulatory and legal obligations.
Information We Share
We do not disclose nonpublic personal information about clients to anyone, except as permitted by law. We do not sell or rent your information to third parties.
Safeguarding Your Information
We maintain physical, electronic, and procedural safeguards to protect your personal information. Access is restricted to employees who need it to perform their job duties.
Contact
Rae & Co Capital, LLC (d/b/a RcoWealth). Phone: (864) 558-8440. Email: info@rcowealth.com.