Privacy Policy

Privacy Notice
Derryrush Wealth Management values your privacy and is committed to protecting the confidentiality of your nonpublic personal information. This notice explains how we collect, use, share, and safeguard information about you in connection with our advisory services.

Information We Collect
We may collect nonpublic personal information from you, from your transactions with us, from custodians and other account service providers, and from communications you send to us. This may include information you provide on forms, in meetings, by email, through secure portals, or through other interactions related to your advisory relationship.

How We Use Information
We use your information to provide investment advisory services, maintain and service your accounts, communicate with you, fulfill legal and regulatory obligations, operate our business, and support client service and recordkeeping.

How We Share Information
We do not sell your personal information. We may share information only as permitted by law, including with custodians, account service providers, technology vendors, compliance vendors, CRM providers, email communication platforms, and other third parties that help us operate our business. We may also share information when required by law or when authorized by you.

Safeguarding Information
We maintain administrative, technical, and physical safeguards designed to protect your information from unauthorized access, use, or disclosure. These safeguards may include access controls, password protections, secure storage, encryption or secure transmission methods where appropriate, vendor oversight, and internal policies and procedures designed to limit access to information on a need-to-know basis.

Email and Online Communications
If you communicate with us by email or other electronic means, we may retain those communications for recordkeeping, supervision, compliance, and client service purposes. While we take reasonable steps to protect electronic communications, no system can guarantee absolute security.

Former Clients
We treat former clients’ nonpublic personal information in the same manner as current clients’ information.

Changes to This Notice
We may update this notice from time to time to reflect changes in our practices, legal requirements, technology, or services. The most current version of this notice will be posted on our website.

Contact Us
If you have questions about this Privacy Notice, please contact us at:
Derryrush Wealth Management
93 Main Street, Suite 2C
West Sayville, NY  11796

Office: (631) 275-4885
info@derryrush.com