Our Promise to You
As a client of Bourke Wealth Management, you share both personal and
financial information with us. Your privacy is important to us, and we are dedicated to
safeguarding your personal and financial information.
Information Provided by Clients
In the normal course of doing business, we typically obtain the following non-public
personal information about our clients:
- Personal information regarding our clients’ identity such as name, address and social security number;
- Information regarding securities transactions effected by us; and
- Client financial information such as net-worth, assets, income, bank account
- information and account balances.
How We Manage and Protect Your Personal Information
We do not sell information about current or former clients to third parties, nor is it our
practice to disclose such information to third parties unless requested to do so by a client or
client representative or, if necessary, in order to process a transaction, service an account or
as permitted by law. Additionally, we may share information with outside companies that
perform administrative services for us. However, our contractual arrangements with these
service providers require them to treat your information as confidential.
In order to protect your personal information, we maintain physical, electronic and
use of client information and requires that it be held in strict confidence.
addition, we will inform you promptly if there are changes to our policy.
Please do not hesitate to contact us with questions about this notice.
Bourke Wealth Management
1032 Santa Barbara Street
Santa Barbara, CA 93101
Policy effective October, 2013