How does GSME protect client privacy and personal information?

At GSME Wealth Management, maintaining the privacy and confidentiality of your information is central to our fiduciary duty and client relationship. We collect personal information solely to provide financial planning and investment management services and to comply with applicable laws and regulations.

We do not share your data with unaffiliated third parties for marketing purposes. We only disclose your information under limited circumstances, including:

• With service providers who help us manage your account (e.g., custodians, technology vendors etc.)

• With professionals you’ve authorized (e.g., your attorney or accountant)

• As required by law or regulation

• With your explicit consent

To protect your information, we implement strict physical, electronic, and procedural safeguards. Access to client data is limited to authorized personnel, and we require confidentiality agreements with any external partners or vendors.

Even after our relationship ends, we continue to treat your information with the same level of confidentiality and maintain it in accordance with legal record-keeping requirements.

You will receive a copy of our Privacy Policy at account opening and annually thereafter. If you have any questions, please contact our Chief Compliance Officer.