Privacy Policy

Green4Wealth is committed to providing select real estate products and solutions to help its clients meet their financial needs and goals. We are equally committed to protecting the privacy of our clients.

Under federal law, we are required to give you this privacy notice. It describes our company’s privacy policy and practices concerning the personal information we collect and disclose about our clients. It also includes information about the parties who receive personal and sometimes nonpublic information from us as we conduct the business of the administrator.

If after reading this notice you have questions, please contact us at

Information We Collect About You

We may collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications and other forms.
  • Information about your transactions with us.
  • Information obtained when verifying the information you provide on an application or other forms.

We only disclose any of the information we collect as permitted by law.

Disclosure of Information to Parties That Provide Services to Us

In order for us to conduct the business, we may disclose all of the information we collect, as described above, to companies that perform marketing or other services on our behalf or to other financial institutions with whom we have joint marketing agreements so that we may provide our clients with competitive products and services.

We may also disclose nonpublic personal information about you under circumstances as permitted or required by law. These disclosures typically include information to process transactions on your behalf in which we will follow your instructions as you authorize to protect the security of our financial records.

To protect our clients’ privacy, we only work with companies that agree to maintain strong confidentiality protections and limit the use of information we provide. We do not permit these companies to sell the information we provide to other third parties.

How We Protect Your Information

We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, or procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

What Clients Can Do to Help

We are committed to protecting the privacy of its clients. Clients can help by following these simple guidelines:

  • Protect your account numbers, PINs (personal identification numbers) or passwords.
  • Use caution when disclosing your account numbers, social security numbers, etc. to other persons. If someone calls you explaining the call is on behalf of the administrator and asks for your account number, you should beware. Official administrator staff will have access to your information and will not need to ask for it.
  • Keep your information with us current. If your address or phone number changes, please let us know.
  • It is important that we have current information on how to reach you. If we detect potentially fraudulent or unauthorized activity or use of an account, we will attempt to contact you immediately.
  • Let us know if you have questions. Please do not hesitate to contact us or your Green4Wealth representative.

Right to Change This Privacy Policy

We reserve the right to change this Privacy Policy at any time. If you continue to use this Website, we ask that you periodically review this page to insure you are familiar with the most current version of our Privacy Policy.

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