Your Privacy

Protecting your privacy is important to Keller Wealth Advisors. As part of our commitment to maintain your trust and confidence, we want you to be informed about our policy to protect and safeguard your information. Please take a moment to review our Privacy Policy. This policy is effective as of February 16, 2024.

The Information We Collect About You

We collect non-public personal information about you that is provided by you on applications or other forms that have been completed with your authorization, such as your name, address, phone number, email address, Social Security number, date of birth, and other financial information.  We will not collect any personal information from you that you do not voluntarily provide.

Disclosure of Information About You

We do not disclose any non-public personal information about our clients or former clients except as permitted by law.  Permitted disclosures include providing information to our employees and/or our affiliate, Keller & Associates CPAs, PLLC who need such information to provide services to you.  In limited situations, we may contact nonaffiliated companies, such as an insurance company,  who need to know certain information to assist us in providing services to you.  These third parties are required to treat your private information with the same strict degree of confidentiality that we do.  We do not sell or rent personal information to third parties. We do not share personal information with third parties except as described above, nor do we disclose your non-public information for marketing purposes.

Our clients’ preferences are automatically set to “do not share” unless we have been informed otherwise.

If you decide to close your account(s) or become an inactive client, we will adhere to the privacy policies and practices as described in this notice.

Confidentiality and Security

We maintain physical, electronic, and procedural safeguards that comply with federal standards and our professional standards to guard your non-public personal information.  We review and adjust these safeguards on an ongoing basis in response to advances in technology.