Privacy Notice

This notice is being provided to you in accordance with the Securities and - Please take the time to read and understand the privacy policies and procedures that we have implemented to safeguard your non-public personal information. 

INFORMATION WE COLLECT 

Evergreen Wealth Solutions, LLC must collect certain personally identifiable financial information about its clients to ensure that it offers the highest quality financial services and products. The personally identifiable financial information which we gather during the normal course of doing business with you may include: 

  1. information we receive from you on applications or other forms; 
  2. information about your transactions with us, our affiliates, or others; 
  3. from a web server; and 
  4. information we receive from a consumer reporting agency

INFORMATION WE DISCLOSE 

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. We do not disclose your personal information to any third party for the purpose of allowing that party to market other products to you.

In accordance with Section 248.13 of Regulation S-P, we may disclose all of the information we collect, as described above, to certain non-affiliated third parties such as attorneys, accountants, auditors and persons or entities that are assessing our compliance with industry standards. We enter into contractual agreements with all nonaffiliated third parties that prohibit such third parties from disclosing or using the information other than to carry out the purposes for which we disclose the information. 

CONFIDENTIALITY AND SECURITY 

We restrict access to nonpublic personal information about you to those employees who need to know that information to provide financial products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your non-public personal information.