We collect nonpublic personal information about you from the following sources:
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters.
If you have any questions about this policy, please do not hesitate to contact us.
Young Wealth Management is based in Davis, California. We work with clients in the greater Sacramento area and throughout California to provide comprehensive financial planning and tax-related services.
We offer an initial consultation at no charge to determine how we can best serve you. If you would like more information, please call our office or fill out this form and let us know how we can assist you.
Thank you for contacting our firm. We look forward to working with you!