Privacy Policy
CLEARVIEW WEALTH MANAGEMENT, LLC
Effective: January 1, 2026
I. PURPOSE AND SCOPE
Clearview Wealth Management, LLC (“Clearview,” “we,” “our,” or “the Firm”) is committed to protecting the confidentiality and security of our clients’ personal information.
This Privacy Policy describes how we collect, use, protect, retain, and disclose nonpublic personal information in connection with the investment advisory, financial planning, insurance, tax planning, and related services we provide.
This Policy is provided pursuant to Regulation S-P under the Gramm-Leach-Bliley Act and other applicable federal and state privacy laws.
II. OUR COMMITMENT TO PRIVACY
The protection of client information is one of Clearview Wealth Management’s highest priorities. We recognize that our clients entrust us with sensitive personal, financial, and family information, and we are committed to maintaining appropriate safeguards designed to protect that information from unauthorized access, use, or disclosure.
III. INFORMATION WE COLLECT
To provide advisory and financial planning services, we collect information that is reasonably necessary to understand our clients’ financial circumstances, goals, and needs.
Information we collect may include:
• Name, address, telephone number, and email address
• Date of birth
• Social Security Number or taxpayer identification number
• Employment and income information
• Asset, liability, and net worth information
• Investment objectives, risk tolerance, and investment experience
• Account balances and account numbers
• Tax records and tax-related information
• Insurance information
• Estate planning information
• Beneficiary information
• Other information relevant to the services we provide
We generally collect information directly from clients, as well as from custodians, financial institutions, insurance companies, and other service providers involved in delivering our services.
The Firm limits the collection of personal information to that which is reasonably necessary to provide services, comply with legal and regulatory obligations, and operate our business.
IV. MAINTENANCE OF ACCURATE INFORMATION
We strive to maintain accurate and current client information. During the course of our relationship, we may periodically request that clients review and update their information to help ensure our records remain accurate and complete.
V. DATA SECURITY
Clearview Wealth Management maintains administrative, technical, and physical safeguards designed to protect client information against unauthorized access, use, disclosure, alteration, or destruction.
Our safeguards include:
• Encryption and secure transmission technologies
• Access controls designed to limit information access to authorized personnel
• Employee training regarding privacy and confidentiality obligations
• Vendor oversight and information security reviews
• Cybersecurity monitoring and incident response procedures
• Physical safeguards designed to protect records and equipment
Access to client information is limited to personnel who require such access to perform their job responsibilities.
Employees are trained regarding the confidentiality of client information and are expected to comply with all Firm privacy and security requirements.
VI. SECURITY INCIDENTS AND BREACH RESPONSE
The Firm maintains policies and procedures designed to detect, respond to, and recover from cybersecurity incidents and other security events.
If we determine that a security incident has resulted in unauthorized access to, acquisition of, or disclosure of personal information, we will investigate the incident promptly and provide notice to affected individuals, regulators, and other parties as required by applicable law.
Any required notifications will be made without unreasonable delay and in accordance with applicable legal and regulatory requirements.
VII. DISCLOSURE OF CLIENT INFORMATION
Clearview Wealth Management does not sell client personal information.
We may disclose client information only as reasonably necessary to provide services, operate our business, comply with legal and regulatory obligations, or as otherwise permitted or required by law.
A. Service Providers
We may share client information with custodians, financial institutions, technology providers, compliance providers, consultants, insurance companies, tax professionals, estate planning professionals, and other service providers that assist us in delivering services or operating our business.
The Firm seeks to engage service providers that maintain appropriate confidentiality and information security safeguards and limits information sharing to what is reasonably necessary for the provider to perform its services.
B. Legal and Regulatory Requirements
We may disclose client information when required by applicable law, regulation, court order, subpoena, regulatory examination, or other lawful process, or when reasonably necessary to protect client interests, enforce our legal rights, or comply with our regulatory obligations.
Any such disclosure will be limited to the information reasonably necessary to satisfy the applicable legal, regulatory, or business requirement.
Where appropriate and legally permissible, the Firm may seek to narrow, limit, or challenge requests that appear overbroad or unnecessary.
Unless prohibited by law, court order, or regulatory directive, the Firm may notify affected clients of legal demands for their information when doing so is appropriate and legally permissible.
C. Client Authorization
We may disclose client information at the client’s request or with the client’s authorization, including authorizations provided through written, electronic, or other legally valid means.
We may also disclose information to individuals or entities authorized by the client or otherwise legally authorized to act on the client’s behalf, including trustees, attorneys-in-fact, executors, and other authorized representatives.
VIII. DATA RETENTION AND DISPOSAL
The Firm retains client information for as long as necessary to provide services, comply with legal and regulatory obligations, resolve disputes, enforce agreements, and satisfy legitimate business purposes.
Retention periods may vary depending upon the nature of the information and applicable legal requirements.
When information is no longer required to be retained, the Firm takes reasonable measures to securely dispose of or destroy such information in a manner designed to protect against unauthorized access or use.
IX. CHANGES TO THIS POLICY
The Firm may amend this Privacy Policy from time to time to reflect changes in legal requirements, business practices, technology, or regulatory expectations.
Updated versions of this Policy will be made available to clients and will become effective upon distribution or posting, as applicable.
X. QUESTIONS OR CONCERNS
If you have questions regarding this Privacy Policy or our privacy practices, please contact:
Chief Compliance Officer
Clearview Wealth Management, LLC
Email: team@clearviewfpg.com
Phone: (949) 333-6394
If you believe your privacy rights have been violated, you may file a complaint with the Chief Compliance Officer or with the appropriate regulatory authority. The Firm will not retaliate against any client for making a good-faith privacy complaint.