Privacy Policy

Singer Wealth Management, LLC is committed to maintaining the confidentiality, integrity and security of the
personal information that is entrusted to us. Singer Wealth Management, LLC understands the need for careful
handling of this information, and we maintain a secure office to ensure that your information is not placed at
unreasonable risk. We require confidentiality in our agreements with unaffiliated third parties that have access
to your personal information, including financial service companies, consultants, and auditors.

The categories of nonpublic information that we collect from you may include your social security number,
address, date of birth, investment account information, information about your personal finances, and
information about transactions between you and third parties. This personal identifiable information about you
will be maintained while you are a client, and for the time period thereafter your information is required to be
maintained by federal and state securities laws. After that time, your information may be destroyed without
notice to you.

We will disclose a limited amount of personal information about you to third parties necessary as permitted by
law to perform our services, and to other parties such as your attorney, accountant, and mortgage lender with
whom you have established a relationship. We will also collect and disclose the personal information needed to
open and maintain your custodial accounts. At times, you may opt out of our sharing of your information with
these third parties by notifying us by telephone, mail, email, or in person.

We do not provide your personal information to mailing list vendors or solicitors.

We will notify you if our privacy policy is changed.