Privacy Policy

Rev. 02/2026

WHAT DOES RBS WEALTH MANAGEMENT, 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 transaction history
Investment experience and account transactions

When you are no longer our customer, we continue to share your information as described in this notice.

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 RBS Wealth chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information	Does RBS Wealth 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	No
For joint marketing with other financial companies	No	We don’t share
For our affiliates’ everyday business purposes— information about your transactions and experiences	No	We don’t share
For our affiliates’ everyday business purposes— information about your creditworthiness	No	We don’t share
For non-affiliates to market to you	No	We don’t share

Questions?

Call 616-727-8484 or visit RBSWM.com

Who we are
Who is providing this notice?	RBS Wealth Management, LLC
What we do
How does RBS Wealth protect my 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 does RBS Wealth collect my personal information?	We collect your personal information, for example, when you: Open an account or give us your income information Tell us about your portfolio or deposit money Enter into an investment advisory contract
Why can’t I 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.
Definitions
Affiliates	Companies related by common ownership or control. RBS Wealth does not have affiliates.
Non-affiliates	Companies not related by common ownership or control. RBS Wealth does not share with non-affiliates for marketing purposes.
Joint marketing	A formal agreement between nonaffiliated financial companies. RBS Wealth does not jointly market.
Other Important Information
SMS Policy Mobile information, including phone numbers, opt-in data, and consent, will not be shared, sold, rented, or disclosed to any third parties or affiliates for marketing or promotional purposes. All categories referenced above expressly exclude text messaging originator opt-in data and consent; such information will remain strictly confidential and will not be shared with any third parties under any circumstances.
Messaging Terms & Conditions You agree to receive SMS messages related to customer care from RBS Wealth Management. Message frequency may vary. Message and data rates may apply. For assistance, reply HELP or email admin@rbswm.com. You may opt out at any time by replying STOP.

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