Taylor Wealth Management, LLC (“TWM”), considers the protection of your information to be a most
to understand what information we collect and how we use it.
We may collect non-public, sometimes personal, information about our clients and parties who engage
our firm to participate in certain securities transactions from the following sources:
• Information we receive from you on applications and other forms;
• Information we receive from you in order to provide certain investment banking advisory
• Information concerning your transactions with us, our affiliated persons, or others; and
• Information from a consumer-reporting agency or vendor providing anti-money laundering or Know Your Customer compliance services.
We do not disclose any non-public information about you to anyone, except as permitted or required by
We restrict access to non-public personal information about you to those employees, affiliated persons
and registered representatives who need to have access to such information in order to provide securities
related services to you. We maintain physical, electronic, and procedural safeguards that comply with
federal standards to help guard your non-public personal information.
If you have any questions regarding this policy, please contact us via phone at 503-387-3560 or via email