Privacy Policy

Introduction

Primaris Wealth Management LLC ("Primaris," "we," "us," or "our") is committed to protecting the privacy and security of our clients' personal information. This Privacy Policy describes how we collect, use, share, and safeguard your nonpublic personal information in accordance with Regulation S-P (17 CFR Part 248) and applicable state and federal law.

Information We Collect

We collect nonpublic personal information about you from the following sources:

• Information you provide on applications, forms, and through our website, including name, address, email, phone number, Social Security number, date of birth, financial information, and investment objectives.
• Information about your transactions with us, our affiliates, or others, including account balances, transaction history, and payment history.
• Information we receive from consumer reporting agencies, including creditworthiness and credit history.
• Information collected through our website, including cookies and usage analytics.

How We Use Your Information

We use your nonpublic personal information to provide advisory services, process transactions, maintain your accounts, comply with legal and regulatory requirements, and communicate with you about your accounts and our services. We do not sell your personal information to third parties.

Information Sharing

We may share your nonpublic personal information with:

• Our custodian and other service providers who need the information to provide services on your behalf, subject to confidentiality agreements.
• Regulatory authorities and law enforcement as required by law.
• Other parties with your written consent.

We do not share nonpublic personal information with nonaffiliated third parties for marketing purposes.

Safeguarding Your Information

We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information. Access to client information is restricted to employees and service providers who need it to perform their duties. We regularly review our security policies and procedures to ensure the ongoing protection of client data.

Your Rights

You have the right to request access to the personal information we hold about you and to request corrections to any inaccurate information. You may also opt out of certain information-sharing practices. To exercise these rights, please contact us at info@primariswealth.com.

Website Privacy

Our website may use cookies and similar technologies to improve your browsing experience and analyze website usage. You can control cookie settings through your browser preferences. Our website may contain links to third-party websites; we are not responsible for the privacy practices of those sites.

Changes to This Policy

We reserve the right to update this Privacy Policy at any time. We will notify you of material changes by posting the updated policy on our website or by other appropriate means.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us at info@primariswealth.com.