PRIVACY STATEMENT 2/13/2026
Natural Bridges Financial Advisors LLC is committed to maintaining the confidentiality, integrity and security of the personal information that is entrusted to us. Natural Bridges Financial Advisors LLC and its employees understand the need for careful handling of this information.
The categories of nonpublic information that we collect from you may include information about your personal finances, information about your health to the extent that it is needed for the financial planning process, information about transactions between you and third parties and information from consumer reporting agencies, e.g., credit reports. We use this information to help you meet your personal financial goals.
With your permission, we disclose limited information to attorneys, accountants, and mortgage lenders with whom you have established a relationship. You may opt out from our sharing information with these nonaffiliated third parties by notifying us at any time by telephone, mail, fax, email, or in person. With your permission, we share a limited amount of information about you with your brokerage firm in order to execute securities transactions on your behalf.
We maintain a secure office to ensure that your information is not placed at unreasonable risk. We employ a firewall barrier, secure data encryption techniques and authentication procedures in our computer environment.
We do not provide your personal information to mailing list vendors or solicitors.
We require strict confidentiality in our agreements with unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors. Federal and state securities regulators may review our Company records, and your personal records as permitted by law.
Personally identifiable information about you will be maintained while you are a client, and for the required period thereafter that records are required to be maintained by federal and state securities laws. After that time, information may be destroyed.
We use an AI assistant and notetaker. Neither the assistant nor any of the vendors they partner with trains on user data. Furthermore, the assistant has Zero Data Retention (ZDR) with key AI model providers, meaning, contractually, they must not retain any data for us or our clients. All data is encrypted in transit and at rest. All data is stored in the United States.
We will notify you in advance if our privacy policy is expected to change. We are required by law to deliver this Privacy Statement to you annually, in writing.
We also comply with local law where that law imposes additional restrictions on the confidentiality and security of client information.