We’ll do our best to protect your personal information.

South Bay Asset Strategies wealth management takes seriously the private nature of our wealthy client’s personal information.

Our computers are password protected and guarded by up-to-date software firewalls. We back up our files at a secure remote location for safekeeping. When it’s necessary to send emails containing sensitive personal information, we use a secure, encrypted email system.

  • We’ll never sell or rent your personal information, including your e-mail address, with any third party. We’ll only share personal information for the purposes of delivering e-mail to you, as is required by law or, with your permission, to work with our network of specialists.
  • To prevent unauthorized access, maintain data accuracy and ensure the correct use of information, we have put in place appropriate physical, electronic and managerial procedures to safeguard all personal information that we collect.
  • To provide electronic correspondence, we need your name and e-mail address. We need to know what state you live in to ensure that we can conduct business with you. This information will never be sold or rented.

South Bay Asset Strategies does not provide services or sell products to children. If you are below the age of 18, you may use our website only with the permission and active involvement of a parent or legal guardian. If you are a minor, please do not provide us or other website visitors with any personal information.

South Bay Asset Strategies shares personal information only when doing so is necessary to create a comprehensive wealth management plan and provide great customer service to clients.