Investment Advisory Brochure
For a current copy of Core Wealth Advisors, Inc.’s Investment Advisory ADV Brochure, please click the link below to view or download or contact your wealth manager. In order to properly view the brochure, you will need to have a copy of Adobe Acrobat Reader or Apple Preview installed on your computer.
“Nonpublic personal information” is nonpublic information about you that we obtain in connection with providing a financial service or product to you.
What Information Do We Collect?
In order to fulfill our obligations to you, we need certain information. Generally, this includes your name, address, social security number, date of birth, account numbers, and information about your income. We may also have access to other sensitive information, such as credit scores, income tax information and so forth.
Where Do We Get This Information?
We may collect nonpublic personal information about you from a variety sources, such as:
- Information we receive from you on applications or other forms;
- Information about your transactions with us, our affiliates or others, such as the custodian(s) of your account(s); and
- Information we receive from non-affiliated third parties, including consumer reporting agencies.
What Information Do We Disclose and To Whom Do We Disclose It?
We do not disclose any nonpublic information about you without your express consent, except as permitted by law and as needed to provide the services you have requested. This applies to current as well as former clients. We restrict access to your nonpublic personal information to those who need to know that information in order to provide products or services to you.
Our “affiliates” are companies with which we share common ownership. We will share your information with our affiliate(s) only if necessary to provide the services for which you have engaged our firm.
Our Security Procedures
We maintain physical, electronic and procedural safeguards to protect your nonpublic personal information. This includes measures to protect your information in the course of its disposal.
Information contained within Core Wealth Advisors, Inc.’s website is informational only and should not be construed as a solicitation of business. As each individual investor’s needs, risk tolerance, financial situation and objectives vary, potential investors should meet with an investment advisor to discuss suitability. Past results and/or performance is not an indication of future results and/or performance. Any third party links on Core Wealth Advisor, Inc.’s website cannot be controlled nor are they an endorsement of any kind.
Electronic communications from Core Wealth Advisors may contain privileged or confidential information, or may be otherwise protected by work product immunity or other legal rules. No confidentiality or privilege is waived or lost by any erroneously transmitted communication. Access, copying or re-use of information by non-intended or non-authorized recipients is prohibited. Core Wealth Advisors and its affiliates cannot provide absolute assurances that all electronic transmissions (sent or received) are secure, error free, not corrupted, or intercepted/decrypted by others. Therefore, Core Wealth Advisors and its affiliates advise against sending sensitive or personally identifiable information via electronic communications.
Delivery of Client Statements
In the event that you are not receiving monthly client statements from Fidelity, please contact our office immediately.