Rev February 29, 2024
FACTS
WHAT DOES PEAKVALLEY WEALTH, LLC DO WITH YOUR PERSONAL
INFORMATION?
Why?
Financial companies choose how they share your personal information. Federal law gives
consumers the right to limit some but not all sharing. Federal law also requires us to tell you how
we collect, share, and protect your personal information. Please read this notice carefully to
understand what we do.
What?
The types of personal information we collect, and share depend on the product or service you
have with us. This information can include:
•
Social Security number and income
•
Account
balances and payment history
How?
All financial companies need to share customers’ personal information to run their everyday
business. In the section below, we list the reasons financial companies can share their customers’
personal information; the reasons we choose to share; and whether you can limit this sharing.
Reasons we can share your personal information Do we share? Can you limit this sharing?
For our everyday business purposes—
such as to process your transactions, maintain your
account(s), respond to court orders and legal
investigations, or report to credit bureaus
Yes No
For our marketing purposes—
to offer our
products
and services to you
Yes Yes
For joint marketing with other financial companies
No We don’t share
For our affiliates’ everyday business purposes—
information about your transactions and experiences
Yes Yes
For our affiliates’ everyday business purposes—
information about your creditworthiness
No We don’t share
For our affiliates to market to you
Yes Yes
For non-affiliates to market to you
No We don’t share
To limit
our sharing
•
Mail the form below
Please note:
If you are a new customer, we can begin sharing your information from the date you received
this notice. When you are no longer our customer, we continue to share your information as
described in this notice.
However, you can contact us at any time to limit our sharing.
Questions?
Call
540-904-7969
Who we are
Who is providing this notice?
PeakValley Wealth, LLC
What we do
How do we protect your personal
information?
To protect your personal information from unauthorized access and use, we
use security measures that comply with federal law. These measures include
computer safeguards and secured files
and buildings.
How do we collect your personal
information?
We collect your personal information, for example, when you
•
Open an account or deposit money
Why can’t you limit all sharing? Federal law gives you the right to limit only
• Sharing for affiliates’ everyday business purposes—information
about
your creditworthiness
•
Affiliates from using your information to market to you
•
Sharing for non-affiliates to market to you
State laws and individual companies may give you additional rights to
limit
sharing.
What happens when you limit sharing
for
an account you hold jointly?
Your choices will apply to everyone on your account—unless you tell us
otherwise.
Definitions
Affiliates Companies related by common ownership or control. They can be financial
and non-financial companies.
Non-affiliates Companies not related by common ownership or control. They can be
financial and nonfinancial companies.
Joint marketing A formal agreement between non-affiliated financial companies that
together market financial products or services to you.
Mail-in Form
If you have a joint
account, your
choice(s) will
apply to everyone
on your account
unless you mark
below.
Apply only to me
Mark any you want to limit:
Do not use my personal information to market to me.
Do not share information about my transactions and experiences with your affiliates.
Do not allow your affiliates to use my personal information to market to me.
Name
Mail to:
PeakValley Wealth, LLC
2762 Electric Road, Suite C
Roanoke, VA 24018
Address
City, State, Zip
Account #
