FUSE PARTNERS GROUP LLC and Make Way Wealth LLC, and its subsidiaries VisionPoint Advisory Group LLC, Castleview Partners LLC, and Make Way Wealth LLC. (together “Fuse Partners Group”, “we” or “our”), recognize the importance of protecting the privacy of our clients. Safeguarding your privacy is integral to our business practices, whether conducted online, via telephone, or within our premises. We aim to provide transparency regarding the collection, usage, and protection of your information.
Personal Information Collected
We collect specific personally identifying details, including your name, address, social security number, etc., sourced from application forms and various communications—be it electronic, telephonic, written, or in-person interactions with you or your designated representatives (such as attorneys or accountants). Additionally, we collect data concerning your brokerage accounts and related transactions, encompassing purchases, sales, account balances, inquiries, and similar activities.
Personal Information Disclosure
We maintain strict confidentiality of personal information acquired from our Clients, except under specific circumstances: (i) to facilitate our business relationship, strictly to individuals necessary for authorized transactions and services (e.g., broker-dealers, custodians, independent managers); (ii) for compliance evaluations by industry standard assessors (e.g., professional licensing authorities); (iii) shared with our attorneys, accountants, and auditors; or (iv) as mandated by law.
Safeguarding your information
We employ physical, electronic, and procedural measures consistent with pertinent federal or state standards to ensure security.
If you have any questions or concerns, email us at firstname.lastname@example.org.