Privacy Policy & Terms of Use
DeLegge Wealth Planning (DWP) is committed to maintaining the trust and confidence of our customers. We want you to understand how we protect your privacy and use information about you and the measures we will take to safeguard that information. The following statement provides a description of our practices and policies.
How we protect the confidentiality of your information
We restrict access to your non-public, personal and account information to our employees and third party service providers on a “need-to-know” basis. Our personnel are educated about the importance of confidentiality and client privacy and attest to our efforts to protect your information. Any service providers utilized by DWP are also required to safeguard your information and use it only for authorized purposes. We maintain and ensure physical, electronic, and procedural safeguards to guard your non-public personal information and will not disclose any non-public information about our clients or former clients to anyone, except as permitted or required by law.
Note: External email systems are not necessarily secure and we do not recommend email transmission of your non-public personal information. You should be aware that even casual email exchanges are susceptible to hackers and have led privacy compromises. Immediately contact your email or Internet provider if you suspect your email account or password has been compromised.
One-on-One Consultations
The content of consultations with Ronald DeLegge and DWP is not tax or legal advice, an offer to buy or sell securities or a determination of suitability. You agree to and acknowledge the statements, disclosures and disclaimers contained herein when booking your appointment. Appointment bookings are pre-paid, first-come first-serve and fees paid are not refundable. Clients that miss their appointment are entitled to re-schedule.
License information
DeLegge Wealth Planning (Ronald L DeLegge, CA License #0B29516)