Because we respect your right to privacy, we have always placed a high priority on protecting the personal information you provide us.  We are proud of the trust our clients have placed in us to transact business honestly, with our clients’ best interest at heart.  Peters Wealth Advisors, L.L.C. collects and uses personal information for legitimate business purposes and our Privacy Promise is to continue to protect your right to privacy.

As required by law, we will provide an annual notice of our Privacy Promise and at any other time there is a material change. 

In order to provide service, we collect personal information about you from the following sources:

  • From your applications and forms
  • From transactional activity in your account
  •  From other financial relationships as we transfer positions into your account

We do not disclose any nonpublic information about our clients or former clients to anyone, except as provided by law.   We restrict access to your information to those who require that access in order to provide products and services to you.  These include:

  •  Fidelity Institutional Wealth Services
  •  Dominion Investor Services, Inc. (for broker/dealer information)
  •  Other affiliated mutual fund companies or insurance companies
  •  CPAs with your consent for tax reporting information

We maintain policies and practices that protect the security and confidentiality of our clients’ information.  We maintain physical, electronic and procedural safeguards to protect your information from unauthorized access.  Our computers are password protected as well as enhanced with virus protection software.   Account information posted to our website is accessed only through authentication procedures. 

We are also subject to a Code of Ethics that requires us to treat all personal information as confidential.  We take this as a serious matter and respect the information you have shared with us.