Aspen Wealth Management is committed to maintaining the highest level of confidentiality of all personal information we collect regarding our clients. We value our relationships highly and protect them in every way possible. Acting as your investment advisor, we will have collected nonpublic personal information such as name, address, phone number, date of birth, and social security numbers. We also may have obtained financial information regarding your income, net worth, risk tolerance, account numbers, tax bracket, assets and liabilities. Finally, we may have family information including names, addresses, and dates of birth of family members. Our policy is that we will not share your personal, financial or family information with anyone outside of Aspen Wealth Management without your prior permission, unless required by subpoena or to comply with legal proceedings. Within Aspen Wealth Management, we use your personal information in ways that help us provide our services to you. For example, we will use information we have about you to execute your requests and transactions, to provide additional information about our services or to evaluate your financial needs. We may also use your information in ways that help us administer our business. To do this, we may share your information with: Individuals with whom you have directed us to speak (your accountant, attorney or family members), Regulators, including state examiners or auditors, when we are required to disclose your information by law or to comply with legal proceedings or subpoenas, Partners with whom we have teamed to provide related services such as an insurance representative or mortgage banker. We do not sell personal information to anyone. We will not disclose any of your personally identifiable information to nonaffiliated third parties, other than the above, unless we have your permission. Individuals or companies that we may hire to provide additional services are required to conform to our privacy standards. If you request it, we will communicate with you using email. Please keep in mind that we cannot guarantee the security of information you submit to us or we submit to you when it travels across the internet. If you have any questions regarding our privacy policy, please contact us.