Privacy Policy

The Securities and Exchange Commission (SEC) requires that registered investment advisors and securities firms provide written disclosure of their privacy practices. Wrenn Financial Strategies, Inc. is a registered investment advisor. Below is our Notice of Privacy Policy.

Wrenn Financial Strategies, Inc.
8352 Six Forks Rd., Ste. 201, Raleigh, NC 27615
(919) 848-9999
(919) 848-0758 (fax)
[email protected]

We are committed to keeping the personal information collected from our potential, current and former clients confidential and secure. The proper handling of personal information is one of our highest priorities. We want you to know why we collect personal information and explain our commitment to protect this information.

Personal Information
We collect and keep only information that is necessary for us to provide services requested by you and administer your business with us. We may collect nonpublic personal information such as your name, address, social security number, assets, income, and any medical information that you authorize us to collect for insurance products.

We may collect this information when you complete our financial questionnaires or applications to open accounts with brokerage firms, mutual fund companies, etc., apply for insurance products or obtain financial planning or investment advisory services from us. It may also be collected as a result of transactions with us, product or services providers, or others. This could include account numbers, account balances, parties to transactions, and transactions completed by us.

Our Use of Your Personal Information
Within our firm, only employees with a valid business reason have access to your personal information. These individuals are trained on the importance of maintaining the confidentiality and security of your information. We use your information strictly to provide you with the services and financial products you have requested from us.

Non-Affiliated Parties
We do not share your nonpublic personal information with non-affiliated parties (companies or individuals not affiliated with our firm) except as permitted by law and for the limited purposes of effecting transactions or services requested and authorized by you or to comply with legal or regulatory requirements. Examples: If we assist you in opening a brokerage account for you, it is necessary to provide the brokerage firm with certain personal information. When coordinating with your tax or legal advisors, it may be necessary to discuss certain personal information with them. In the normal course of our business we may utilize non-affiliated parties to provide us with service functions, such as record keeping, data storage, etc. We require these providers to safeguard your information, use the information only for the intended purpose, and abide by applicable law.

Protection & Maintenance of Information
We maintain standards to protect your personal information, whether written, spoken, or electronic. Our goal is to maintain accurate, up-to-date client records in accordance with industry standards. We will keep information current and complete by updating it in a timely manner.

Disclosure of Privacy Policy
We recognize and respect the privacy concerns of our potential, current and former clients. We strive to safeguard your personal information. We are providing you this Notice of Privacy Policy for informational purposes and will update and distribute it as required by law.