McGuire Wealth Management collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information McGuire Wealth Management collects may include:
McGuire Wealth Management will not disclose personal information about current or former clients to non-affiliated third-parties except as permitted or required by law. McGuire Wealth Management does not sell any personal information about you to any third-party. McGuire Wealth Management will not disclose personal information without your authorization, except as required or permitted by law. Clients may opt out from our sharing of information with the aforementioned outside parties by notifying us by telephone, mail, fax, email or in person.
McGuire Wealth Management 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, McGuire Wealth Management maintains physical, electronic and procedural safeguards to guard your non-public personal information.
McGuire Wealth Attention: Chief Compliance Officer Address: 4435 Old Post Road P.O. Box 1419 Charlestown, RI 02813 Phone: 401-364-5000