Our Privacy Policy – Revised February 9, 2023
Your sensitive information is safe with us.
Our relationship with you is our most important asset. We understand that you have entrusted us with your private financial information, and we will do everything we can to maintain that trust.
This notice is being provided to you in accordance with the rule regarding privacy of consumer financial information (“Regulation S-P”). Please take the time to read and understand the privacy policies and procedures that we have implemented to safeguard your nonpublic personal information*.
- We collect personal information to perform our investment management responsibilities.
- We do not sell your personal information to anyone.
- We may collect it for a specific purpose.
When you visit our website as an unregistered user, no personal data about you is collected by us. Only the current IP address of your computer, date and time, your browser type and computer operating system, along with a record of the pages on our site which you access and the searches you perform, is logged. It is not possible to identify you as a person from this information. The data about your visit to any OakGrove-owned website, which we store automatically in log files, is used purely for statistical and security purposes or to improve our website content.
When you contact us directly or when you request additional informational content, we will collect personally-identifying information from you that may specifically include your name, email address, and telephone number. We do not disclose any nonpublic information about our customers or former customers to anyone, except as permitted by law.
In accordance with Section 248.13 of Regulation S-P, in limited circumstances where we believe in good faith that disclosure is required or permitted by law, we may disclose all of the information we collect, as described above, to certain nonaffiliated third parties such as attorneys, accountants, auditors and persons or entities that are assessing our compliance with industry standards. We enter into contractual agreements with all nonaffiliated third parties that prohibit such third parties from disclosing or using the information other than to carry out the purposes for which we disclose the information.
Outside of this exception, we will not share your personal information with third parties unless you have specifically asked or granted us permission to do so. This Policy does not create rights enforceable by third parties. We do not disclose personal information of our customers to third parties for direct marketing purposes.
We collect personal information in the normal course of business in order to provide investment management services. We may however provide aggregate level information, to said contractual partners in which circumstances all reference to your personal information will be removed.
Non-personal activity information, including IP address and referring site, country of origin, and related information is collected on all pages of OakGrove websites, and is stored with Bluehost for 1 year subsequent to each visit to the site in log files, and then destroyed.
New Client Information
We collect information that you provide to us when you become a client. The information we collect includes name(s), address, phone number, email address, Social Security number(s), and other information about your investing and financial objectives.
- We protect the confidentiality and security of your personal information.
- We restrict access to personal information to our staff for business purposes only.
- We maintain physical, electronic, and procedural safeguards to guard your personal information.
We have implemented appropriate technical and organizational measures, such as limiting access to the data to authorized personnel only and storing data on a secure server or cloud-based service, to protect your personally-identifiable information against accidental or intentional manipulation, loss, destruction, and access by unauthorized persons. Our security procedures are continually enhanced as new technology becomes available.
Your password is personal and strictly confidential. If you have forgotten your password, you will be able to ask for a password reset through Interactive Brokers (“Custodian”) ONLY. OakGrove Wealth Management and its staff are not able to change or retrieve your password.
We continue to evaluate our efforts to protect personal information and make every effort to keep your personal information accurate and up to date. If you identify any inaccuracy in your personal information, or you need to make a change to that information, please contact us so that we may promptly update our records and the records of your custodian.
Notice of Changes in Information Sharing Practices
If at any time in the future it is necessary to disclose any of your personal information in a way that is inconsistent with this policy, we will give you advance notice of the proposed change so that you will have the opportunity to opt out of such disclosure. We may revise this Privacy Policy from time to time and post the new version on our website, which will be applicable upon posting. Please check our website from time to time and make sure that you are aware of the most recent version of this Privacy Policy. You will find the date that the policy was last revised at the top of this Privacy Policy.
How to Contact Us
Inquiries or requests for erasure of your information, where data is no longer necessary or not lawful to be possessed, should be made by contacting us.
Call: (248) 491-3570
Email: yourvisionourpurpose@oakgrovewm.com
OakGrove Wealth Management, Inc.
11636 Highland Rd, Suite 160
Hartland, MI 48353
* Nonpublic personal information means personally identifiable information and any list, description or other grouping of consumers that is derived using any personally identifiable financial information that is not publicly available.