Privacy Policy

Bowers Advisory Group, LLC. is committed to adhering to the requirements and expectations regarding the privacy of personal information. Privacy regulations are founded upon three definitions:

1.  Consumer – a person who has not entered into an investment advisory relationship but has disclosed non public personal information to our firm.
2. Client – a person who has entered into an investment advisory relationship with the firm or that individual’s designated representative.
3. Confidential Information – personally identifiable private information, not available from public sources, about a client or consumer. It generally includes name, address, age, social security number, assets, income, net-worth, account balances, account numbers, beneficiary information, or investment history.

• To complete transactions or account changes, as directed by the client 
• To maintain or service a client’s account x If requested by the client x With entities under common ownership and control of our firm 
• With contracted third-parties who require the information to develop, support and deliver services 
• If our firm is required or permitted by law or regulatory authorities with jurisdiction over the firm