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Privacy Policy

Watermark Advisors, LLC recognizes the importance of protecting your privacy. Therefore, we have implemented policies to maintain the confidentiality and security of your personal information. Below, please find our policy that is designed to help you understand what information we collect from you and how we use that information to service your account.

Confidentiality and Security

We restrict access to nonpublic, personal information about you to those employees and agents who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards to protect your nonpublic, personal information.

Information that Watermark Advisors, LLC Discloses and to Whom

We do not disclose any nonpublic, personal information about our customers or former customers to anyone except as permitted by law.

We collect nonpublic, personal information about you from the following sources:

  • Information we receive from you on applications or other forms
  • Information about your transactions with us, our affiliates, or others
  • Information we receive from a consumer reporting agency

Access to www.watermarkadvisors.com (Watermark website), does not require you to share any nonpublic, personal information. However, you may choose to provide your name, mailing or email address or other nonpublic, personal information if you would like to receive information from us. Watermark Advisors, LLC does not currently use any “cookie” technology on the Watermark website. If we add cookies to the website in the future, we will change this Privacy Policy to explain how such cookies are used.

The Watermark website may contain links to sites that are not owned or controlled by Watermark Advisors, LLC. This Privacy Policy applies only to information collected on the Watermark website and not to information collected on any linked sites. We do not control the privacy practices of such other sites nor the use they may make of any nonpublic, personal information that you provide on such linked sites.

We reserve the right to modify this Privacy Policy at any time and will post updated Privacy Policy on this site. If you have any questions, please call our office at 864-527-5960.

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