Your Secrets Are Safe with Us

Today, where information is as valuable as currency, it’s hard to find a financial advisor that you can trust.

And you understand the critical importance of digital security, and so we are dedicated to exceeding your expectations in protecting your most sensitive information.

That’s why at Franklin Madison Private Wealth, safeguarding your privacy and security isn’t just a service, it’s our solemn commitment.

Security and Privacy Not Just Promised, But Practiced:

Our firm’s core values of security and privacy are deeply embedded in every facet of our operations.

These aren’t mere words, they are the bedrock of our client relationships.

Here’s how we put these values into action:

• Ironclad Confidentiality Protocols:
  • Non-Disclosure of Client Lists: Your relationship with us is private. We never disclose or sell our client lists or any personal information.
  • No Unauthorized Discussions: Unless you tell us it’s ok, we won’t discuss your situation on social media, public forums, or any other platform, ensuring your affairs remain confidential always.
• State-of-the-Art Cybersecurity Measures:
  • We employ advanced cybersecurity protocols to protect your data against threats.
  • Regular audits and updates ensure our defenses evolve with the ever-changing cybersecurity landscape.
  • We routinely undergo continuous reviews of the latest security best practices to stay ahead of potential vulnerabilities.
• Robust Data Encryption and Secure Communications:
  • All client data is encrypted using industry-leading technologies, ensuring your information remains confidential and secure.
  • We use secure communication channels for sensitive interactions, ensuring your conversations, documents, and data are protected from unauthorized access.
  • Our clients passwords are never requested nor stored.
• Stringent Access Controls:
  • Access to your information is strictly controlled and monitored.
  • Only authorized personnel with an essential business need can access client data, and this access is constantly reviewed and audited for accountability.
  • Your personal and sensitive information is protected from Large Language Models (LLMs).
• Partnerships with Security-Minded Vendors:
  • When available, we utilize multifactor authentication to ensure security and avoid security compromises.
  • Our partners help us maintain a proactive stance against emerging digital threats.
  • Data aggregators like Plaid uses best-in-class encryption protocols, secure cloud infrastructure, multifactor authentication, and around-the-clock monitoring to protect users’ data.
• Transparency and Client Control:
  • We believe in transparency. You’ll always know how your data is being used and stored.
  • Our client portal gives you control over your data, allowing you to manage your privacy preferences effectively.
  • We never sell, share, or otherwise distribute your personal data to third-party information vendxors or solicitors.

When it comes to private wealth management, trust is everything.

At Franklin Madison Private Wealth, we understand that this trust extends beyond financial advice to include the meticulous care of your personal data.

That’s why our commitment to your digital privacy and security is central to what we do and why we continually strive to meet and exceed the industry benchmarks in data protection.