Anthem Wealth often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Anthem Wealth makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Anthem Wealth private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: Anthem Wealth does not accept trading or money movement instructions via email.
As a registered investment advisor, Anthem Wealth emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Anthem Wealth or the securities regulators.
If you have received an email from Anthem Wealth in error, we ask that you contact the sender and destroy the email and its contents.
If you have any questions regarding our email policies, please contact us - firstname.lastname@example.org.