Effective April 2023
WHAT DOES LAIRD NORTON WEALTH MANAGEMENT DO WITH YOUR PERSONAL INFORMATION?
This privacy notice pertains to Laird Norton Trust Company, LLC and Laird Norton Wealth Management, LLC (collectively, “Laird Norton Wealth Management”). For more information, visit our website: https://lairdnortonwm.com/
Financial companies, such as Laird Norton Wealth Management, choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
The types of personal information Laird Norton Wealth Management collects and shares depend on the product or service you have with us. This information can include:
- Social Security Number and Income
- Transaction History and Risk Tolerance
- Account Balance and Assets
All financial companies, including Laird Norton Wealth Management, need to share clients’ personal information to run their everyday business. In the section below, we list the reasons we share our clients’ personal information; the reasons Laird Norton Wealth Management chooses to share; and whether you can limit this sharing.
|Reasons we can share your personal information||Does Laird Norton Wealth Management share?||Can you limit this sharing?|
|For our everyday business purposes—|
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
|For our marketing purposes—|
to offer our products and services to you
|For joint marketing with other financial companies||No||We do not share|
|For our affiliates’ everyday business purposes—|
information about your transactions and experiences
|For our affiliates’ everyday business purposes—|
information about your creditworthiness
|No||We do not share|
|For our affiliates to market to you||No||We do not share|
|For non-affiliates to market to you||No||We do not share|
Who we are
Who is providing this notice?
This privacy notice is provided by Laird Norton Trust Company, LLC and Laird Norton Wealth Management, LLC. For more information visit our website at https://lairdnortonwm.com/. See additional information below.
What we do
How does Laird Norton Wealth Management protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does Laird Norton Wealth Management collect my personal information?
We collect your personal information, for example, when you
- Open an account or seek advice about your trust, investments and/or services with Laird Norton Wealth Management;
- Give us your income information and your contact information; and/or
- Tell us about your trust, investment or retirement portfolio.
We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.
Why can’t I limit all sharing?
Federal law gives you the right to limit only
- sharing for affiliates’ everyday business purposes—information about your creditworthiness;
- affiliates from using your information to market to you; and
- sharing for non-affiliates to market to you.
State laws and individual companies give you additional rights to limit sharing. See below for more on your rights under state law.
What happens when I limit sharing for an account I hold jointly with someone else?
Your choices will apply to everyone on your account — unless you tell us otherwise.
Companies related by common ownership or control. They can be financial and nonfinancial companies.
- Laird Norton Wealth Management’s other affiliates include Laird Norton Company, Laird Norton Family Foundation, Laird Norton Properties, Laird Norton Trust Company of South Dakota, LLC and Wetherby Asset Management, LLC
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- Laird Norton Wealth Management does not share your information with non-affiliates so they can market to you.
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- Laird Norton Wealth Management does not jointly market with any other companies.
Other Important Information
Information for California, North Dakota, Nevada, and Vermont Customers
California, North Dakota and Vermont residents: In response to applicable state law, if the mailing address provided for your account is in California, North Dakota, or Vermont, we will automatically treat your account as if you do not want us to disclose your personal information to non-affiliated third parties for purposes of them marketing to you, except as permitted by the applicable state law.
Nevada residents: Nevada law requires us to disclose that you may request to be placed on our “do not call” list at any time by calling us at 800.426.5105. To obtain further information, contact the Bureau of Consumer Protection, Office of the Nevada Attorney General at 555 E. Washington Ave., Suite 3900, Las Vegas, NV 88101; phone 1.702.486.3132; email BCPINFO@ag.state.nv.us.
In addition to cookies, certain additional data may be automatically collected from your device or web browser, including:
IP addresses, referrer headers, data identifying your web browser and version, social media pixels, web beacons and tags.
Third parties may also collect information via our website through cookies, third party plug-ins and widgets. These third parties collect data directly from your web browser and may connect it to personally identifiable information. The processing of this data is subject to the privacy policies of these third-party vendors.
Your browser can help you manage cookies. You can choose to have your computer warn you each time a cookie is being sent, or you can choose to turn off all cookies. You do this through your browser settings on each browser and device that you use. If you refuse a cookie when on the Laird Norton Wealth Management website, or if you delete cookies, you may lose functionality. Some internet browsers also have “Do Not Track” features, but due to a lack of a universal protocol for websites to interpret and respond to DNT Signals, we cannot guarantee that all first-party or third-data collection can be prevented using this method. In many cases, your web browser or mobile device platform will also provide additional tools to allow you to control when your device collects or shares particular categories of personal data. We encourage you to familiarize yourself with and use the tools available on your devices.
Laird Norton Wealth Management engages in so-called online behavioral advertising on third-party sites (also sometimes called “retargeting” or “tracking”), through which information collected about the pages you visit on our site is used to display ads for Laird Norton Wealth Management products or services on third-party websites. There are general resources for opting out of interest-based advertising available on the websites of the Network Advertising Initiative and the Digital Advertising Alliance. Similarly, you can adjust your advertising preferences on your mobile device at the device level. For example, to adjust your advertising preferences in iOS, visit Settings > Privacy > Advertising > Limit Ad Tracking. To adjust your advertising preferences in Android, visit Settings > Google > Ads > Opt out of interest-based ads.
Please call us at 800.426.5105