Privacy Policy

Rev. 06/2025

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 customer’s personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer’s 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 go to 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. They can be financial and nonfinancial companies.

  • RBS Wealth does not have affiliates.
Non-affiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • RBS Wealth does not share with non-affiliates so they can market to you.
Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • RBS Wealth does not jointly market.
Other important information
SMS Content is not shared with any third-parties for marketing purposes

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