Privacy Policy Notice

Buttonwood Wealth has adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.

What Information We Collect

We collect certain non-public personal identifying information about you (such as your name, address, social security number, etc.) from information that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).

What Information We Disclose

We do not disclose the non-public personal information we collect about our customers to anyone except: (i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as broker-dealers, custodians, independent managers etc.); (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law.

We are permitted by law to disclose the non-public personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any other purpose. If you decide at some point to either terminate our services or become an inactive customer, we will continue to adhere to our privacy policy, as may be amended from time to time.

Security of Your Information

We restrict access to your non-public personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your non-public personal information.

Changes to Our Privacy Policy

Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.

Questions:

If you have questions about this privacy policy, or if you wish to amend or rescind your written instructions below at any time, please call Jeffrey Hahn, Chief Compliance Officer at 540-662-5233.

CLIENT RELATIONSHIP SUMMARY

Form CRS, known as the Client Relationship Summary, is a document containing essential information about the firm that aids investors in determining whether or not they want to engage us in a business relationship. We encourage you to read it and reach out to us if you have any questions. A link to the form can be found below:

Buttonwood Wealth Form CRS 08-11-2020.pdf

ADDITIONAL DISCLOSURES

Buttonwood Wealth is registered as an investment adviser with the Securities and Exchange Commission (SEC), and only transacts business in states where it is properly notice filed, or is excluded or exempted from such requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services.

Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell any particular securities.

Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

Images and photographs are included for the sole purpose of visually enhancing the website, and should not be construed as an endorsement or testimonial from any of the persons in the image or photograph.

Buttonwood Wealth is not engaged in the practice of law or accounting. Always discuss specific legal or tax issues with your attorney or accountant.