This notice describes the Privacy Policy of Tidewater Wealth Advisors, LLC and how Tidewater Wealth Advisors, LLC and/ or its affiliates handle and protect personal information that is received about its prospective, current or former clients/ investors and/or their clients or investors, including investors in Tidewater Wealth Advisors, LLC.
Tidewater Wealth Advisors, LLC collects personal information primarily to provide investment management services or communicate information about its products and services. Personal information, which may be obtained from discussions with you and documents you may deliver to Tidewater Wealth Advisors, LLC or one of our customer clients may include your name, address, telephone number, social security number, or tax identification number, assets, net worth, income, bank account information, and occupation (collectively, “Personal Information”).

Tidewater Wealth Advisors, LLC permits only authorized individuals, who have been advised as to the proper handling of client information, and who need to access this information to provide services, to have access to this information. These authorized individuals are required to maintain and protect the confidentiality of Personal Information. Tidewater Wealth Advisors, LLC maintains physical, electronic and procedural safeguards to protect Personal Information.

In order to service your account and process transactions for your account, Tidewater Wealth Advisors, LLC may provide Personal Information to its affiliates and to non-affiliated third party financial service providers that assist Tidewater Wealth Advisors, LLC in servicing your account and have a need for such information, such as a broker-dealer or administrator. In addition, Tidewater Wealth Advisors, LLC may share Personal Information with nonaffiliated third party non-financial service providers in order to process or service client transactions or products or as otherwise permitted by law. Unaffiliated third parties in this instance may include service providers such as word processors and printers. Any such contract entered into by Tidewater Wealth Advisors, LLC will include provisions designed to ensure that the third party will uphold and maintain Tidewater Wealth Advisors, LLC’s privacy standards when handling Personal Information. Tidewater Wealth Advisor’s, LLC may also disclose Personal Information to regulatory authorities as required or permitted by applicable law. Tidewater Wealth Advisors, LLC does not otherwise provide information about you to outside firms, organizations or individuals except at your request or to our attorneys, accountants and auditors and as permitted by law.

Except as described in this Privacy Notice, Tidewater Wealth Advisors, LLC will not use Personal Information for any other purpose unless Tidewater Wealth Advisors, LLC describes in advance how such Personal Information will be used and you are given an opportunity to decline approval of such use of your Personal Information.
Tidewater Wealth Advisors, LLC will continue to adhere to this privacy policy with respect to the information we have in our possession relating to both existing and former individual clients/ investors.

All material changes to this privacy notice will be offered to existing clients of Tidewater Wealth Advisors, LLC and made available upon request. If you have any questions or concerns about your Personal Information or this Privacy Notice, please contact Tidewater Wealth Advisors LLC at (912)-629-7704 or info@tidewaterllc.com.