BWFA Privacy Policy
How We Handle Your Personal Information
All employees have access to personal information in order to provide services to you. Each employee has signed a confidentiality agreement.
We share information between spouses unless you tell us not to. This includes financial planning, tax, IRA and retirement account information (401(k), TSP, 403(b), pension, etc.).
We maintain a secure office including a monitored security alarm, cameras, and motion detectors.
Our computer environment is secured by nightly backups, a firewall, a virtual private network for remote connections, and virus protection software. Our systems are tested against intrusion on a periodic basis.
Your personal information will be maintained electronically during the time you are a client and for the required time thereafter. The retention periods are set by federal and state securities laws and are outlined in BWFA’s Policies and Procedures Manual.
BWFA is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and share your personal information when you use our mobile app available on the Google Play Store and App Store.
Information We Collect:
- Personal Information: name, email address, phone number, physical address, profile picture
- Financial Information: assets, debts
- Device Information: user ID, device ID
- Usage Data: product interaction, customer support inquiries
- Diagnostics: crash data, performance data
Use of Information:
- Provide and improve our app’s functionality.
- Communicate with you for support.
- Update client profiles with current information.
- Analyze app usage to improve user experience.
Security
- We take data security seriously and implement technical measures such as data encryption.
User Rights
- You have the right to access, update, or delete your personal information. Contact us at jcaputo@bwfa.com.
Data Retention
- We retain data for as long as necessary to fulfill the purposes described in this policy.
Changes to This Policy
- We may update this policy. Changes will be posted here with the “Last Updated” date.
Contact Us
- For questions or concerns, please contact Chief Information Officer, Joe Caputo, at jcaputo@bwfa.com.