Privacy Policy


Integras Partners, LLC

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This is for your information only. No action is required on your part.

At Integras Partners, LLC protecting your privacy is very important to us. We want you to understand what information we collect and how we use it. We collect and use “nonpublic private information” in order to provide our clients with a broad range of financial services as effectively and conveniently as possible. We treat nonpublic personal information in accordance with our privacy policy.

“Nonpublic personal information” is nonpublic information about you that we obtain in connection with providing a financial service or product to you.

What Information Do We Collect?

We may collect nonpublic personal information about you from a variety of sources, such as:

    • Information we receive from you on applications or other forms;

    • Information about your transactions with us, our affiliates or others, such as the custodian(s) of your account(s); and

    • Information we receive from non-affiliated third parties, including consumer reporting agencies.

What Information Do We Disclose and To Whom Do We Disclose It?

We do not disclose any nonpublic information about you without your express consent, except as permitted by law and as needed to provide the services you have requested. This applies to current as well as former clients. We restrict access to your nonpublic personal information to those who need to know that information in order to provide products or services to you.

Our “affiliates” are companies with which we share common ownership. The only affiliated company we currently have is Generational Conversations, LLC.

Our Security Procedures

We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information. This includes measures to protect your information in the course of its disposal.

Social Media Disclaimer

The information provided is general in nature and does not constitute personalized investment advice.  Information on this page is not an offer to buy or sell securities. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.