Privacy Policy

Worth Winning, LLC is committed to client confidentiality and the protection of your privacy. The following

information is provided, as required by law, to help you understand our privacy policy and how we will

handle and maintain confidential personal information as we fulfill our obligations to protect your privacy.

“Personal information” refers to the nonpublic financial information obtained by Worth Winning, LLC in

connection with carrying out our services.

Information We Collect

Worth Winning, LLC collects personal information as part of our relationship to you, to provide client

services and fulfill legal and regulatory requirements. The type of information Worth Winning, LLC collects

may include:

• Information Worth Winning, LLC receives from you on forms (such as name, address, Social Security

number, profile documents, assets and income);

• Information you provide Worth Winning, LLC directly about your personal finances or personal

circumstances or which Worth Winning, LLC may receive from brokerage statements or other

information you authorize Worth Winning, LLC to receive.

Information Disclosed In Administering Products and Services

Worth Winning, LLC will not disclose personal information about current or former clients to non-affiliated

third parties except as permitted or required by law. Worth Winning, LLC does not sell any personal

information about you to any third party. Worth Winning, LLC will not disclose personal information without

your authorization, except as required or permitted by law.

Procedures to Protect Confidentiality and Security of Your Personal Information

Worth Winning, LLC has procedures in place that limit access to personal information to those employees

who need to know such information in order to perform business services. In addition, Worth Winning,

LLC maintains physical, electronic and procedural safeguards to guard your nonpublic personal


Worth Winning, LLC will update its policy and procedures when necessary to ensure that your privacy is

maintained and that Worth Winning, LLC conducts business in a way that fulfills our commitment to you. If

Worth Winning, LLC makes any material changes in its privacy policy, we will make that information 

available to clients through our Web site and/or other communications.