Kaufman Rossin Wealth, LLC Privacy Policy

Kaufman Rossin Wealth, LLC is committed to client confidentiality and the protection of your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy.  “Personal information” refers to the nonpublic financial information obtained by Kaufman Rossin Wealth, LLC in connection with carrying out our services.

Information We Collect

Kaufman Rossin Wealth, LLC collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements.  The type of information Kaufman Rossin Wealth, LLC collects may include:

  • Information Kaufman Rossin Wealth, LLC receives from you on forms (such as name, address, Social Security number, profile documents, assets and income);
  • Information you provide Kaufman Rossin Wealth, LLC directly about your personal finances or personal circumstances or which Kaufman Rossin Wealth, LLC may receive from brokerage statements or other information you authorize Kaufman Rossin Wealth, LLC to receive.

Information Disclosed in Administering Products and Services

Kaufman Rossin Wealth, LLC will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law.  Kaufman Rossin Wealth, LLC does not sell any personal information about you to any third party.  Kaufman Rossin Wealth, LLC will not disclose personal information without your authorization, except as required or permitted by law.

Procedures to Protect Confidentiality and Security of Your Personal Information

Kaufman Rossin Wealth, LLC has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services.  In addition, Kaufman Rossin Wealth, LLC maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.

Kaufman Rossin Wealth, LLC will update its policy and procedures when necessary to ensure that your privacy is maintained and that Kaufman Rossin Wealth, LLC conducts business in a way that fulfills our commitment to you.  If Kaufman Rossin Wealth, LLC makes any material changes in its privacy policy, we will make that information available to clients through our Web site and/or other communications.

California Resident Rights

California residents are entitled to certain rights and protections with respect to their Personal Information under the California Consumer Privacy Act (CCPA) as well as the California Privacy Rights Act (CPRA) including the right to request that we disclose certain information to them about our collection and use of their personal information over the past 12 months. You may exercise these rights by contacting us at privacy@kaufmanrossin.com. We will respond to your request within 45 days. California residents also have the right to request that we delete any personal information we have collected from them, to make such a request, please complete this form.