Privacy

To provide advisory services, we may collect identity and contact details, financial circumstances and goals, application information, account and transaction records, and information from consumer reporting agencies.

Access is limited to employees who need information to serve you. Physical, electronic, and procedural safeguards help protect nonpublic personal information.

Information may be disclosed to carry out authorized services, to custodians and other transaction providers, to compliance professionals, attorneys, accountants, auditors, or as law permits or requires.

Where law allows, providers may perform administrative or marketing services on our behalf; their use is limited to that purpose. SMS consent and mobile information are subject to the additional restrictions below. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

These protections also apply after a client relationship ends.

Material changes to how confidential information is used will be communicated in writing, with disclosure choices provided where applicable.

Information you submit through public forms is used to evaluate and respond to your inquiry. Website analytics preferences can be managed through the Privacy choices link in the footer.

Do not submit account numbers, passwords, Social Security numbers, tax documents, or other sensitive financial records through public forms.

Valla Wealth's text-message program sends appointment reminders, account and document notifications, and replies to questions you text us. If you separately check the marketing box, we may also send marketing texts such as event invitations and news about our services. We text you only after you check an SMS consent box on our website; giving us a phone number or submitting a website inquiry does not by itself enroll you. Consent is not a condition of purchase.

Message frequency varies. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages.

To stop texts, reply STOP to the number that texted you. You will receive one confirmation and no further messages unless you opt in again. You may also withdraw consent by contacting us. For help, reply HELP, call 855-513-8800, or email info@vallawealth.com.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information will not be sold or shared with third parties for promotional or marketing purposes. Text messaging opt-in data and consent are shared only with the providers that deliver our messages, such as our messaging platform and mobile carriers, and only to provide that service.

Do not send sensitive financial records, passwords, or account numbers by text. Use the secure channels arranged with your advisor.

Contact us for privacy questions or text-message assistance. For questions about customer information, ask to speak with the Chief Compliance Officer.