Marbella Wealth Advisory Group, LLC (“Marbella”) recognizes that our relationships with current and
prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve
the private nature of our relationship with you. We place the highest value on the information you share with
us. We will not sell your personal information.
We want our clients to understand what information we collect, how we use it, and how we protect your
personal information.
Why We Collect Your Information
We gather information about you so that we can:
What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” about you:
What Information We Disclose
We are permitted by law to disclose nonpublic personal information about you to unaffiliated third parties in
certain circumstances. Marbella may disclose client’s nonpublic personal information: (1) to individuals and/or
entities not affiliated with Marbella, including, but not limited to third-parties that assist in the supervision or
management of your account(s) (i.e., sub-advisers, account custodian, record keeper, attorney, etc.); (2) to
service providers contracted by us in order for us to perform the duties in furtherance of the client’s
engagement with Marbella (i.e. client management systems, archiving technology vendors, cloud service
providers, etc.); (3) to your authorized representative or power of attorney; (4) when we receive your prior
consent; (5) in connection with a proposed or actual sale, merger, or transfer of all or a portion of our
business; and (6) as otherwise permitted to do so in accordance with the parameters of applicable federal
and/or state privacy regulations.
In the event that Marbella has a change to its client privacy policy that would allow it to disclose nonpublic personal information not covered under applicable law, Marbella will allow its clients the opportunity to opt-out of such disclosure.
How We Protect Your Personal Information
Privacy has always been important to Marbella. We restrict and limit access to client information only to those
who need to carry out their business functions. We safeguard client information by preventing its
unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to
protect your confidential personal information. Arrangements with companies or independent contractors
not affiliated with Marbella will be subject to confidentiality agreements.
Former Clients
Even if we cease to provide you with financial services, our Privacy Policy will continue to apply to you, and we
will continue to treat your nonpublic personal information with strict confidentiality. We maintain all records
regarding all former clients for the retention period required by law.
Contact Us
Clients are encouraged to discuss any questions regarding privacy policies and procedures directly with Sally Shelton, Chief Compliance Officer of Marbella. Please contact Sally Shelton at
404-929-0033.
