Sirius Wealth Management Strategies, LLC is a Menlo Park-based financial firm that prioritizes the privacy and protection of its clients' information. They do not sell or share private client financial information with third parties, except when necessary for account management or in compliance with applicable laws and regulations.
The firm gathers client information from various sources, including client agreements, personal tax returns, transactions, consumer reporting agencies, and public sources. They have strict security practices in place to safeguard client information and maintain its accuracy. Former clients are also covered by their privacy policy.
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