Hilton Tax & Wealth Advisors Privacy &
Confidentiality Policy
Hilton Wealth & Tax Advisors and all its subsidiaries, like all providers of
personal financial and income tax preparation services, is required by law to inform
our clients of our policies regarding privacy and client information. We go to great
lengths and have always been committed to protecting your personal information and
right to privacy.
Types of Nonpublic Personal Information We Collect
We collect non-public personal information about you that is provided to us by
you or obtained with your authorization. We collect and use this information to service
your accounts and respond to your requests.
Parties to Whom We Disclose Information
For current and former clients, we do not disclose any non-public personal
information obtained in the course of our practice except as required or permitted by law.
Permitted disclosures include, for instance, providing information to our employees, and
in limited situations, to unrelated third parties who need to know that information to
assist us in providing services to you. We may refer this information to an affiliated
financial service or tax professional where such referral is thought to be in your interest.
Please advise us if instead you would require us to hold all information, including basic
directory information, confidential under any circumstance. We restrict access to non-
public personal information to those professionals necessary to helping you achieve your
goals and we maintain physical, electronic and procedural safeguards to guard your non-
public information.
Confidentiality and Security
Our employees are required to follow procedures with respect to maintaining the
confidentiality of our clients’ non-public personal information.
Please call us if you have any questions, because your privacy, our professional
ethics and the ability to provide you with quality financial services are of utmost
importance to us.

Hilton Tax & Wealth Advisors Privacy &
Confidentiality Policy
Hilton Wealth & Tax Advisors and all its subsidiaries, like all providers of
personal financial and income tax preparation services, is required by law to inform
our clients of our policies regarding privacy and client information. We go to great
lengths and have always been committed to protecting your personal information and
right to privacy.

Types of Nonpublic Personal Information We Collect
We collect non-public personal information about you that is provided to us by
you or obtained with your authorization. We collect and use this information to service
your accounts and respond to your requests.

Parties to Whom We Disclose Information
For current and former clients, we do not disclose any non-public personal
information obtained in the course of our practice except as required or permitted by law.
Permitted disclosures include, for instance, providing information to our employees, and
in limited situations, to unrelated third parties who need to know that information to
assist us in providing services to you. We may refer this information to an affiliated
financial service or tax professional where such referral is thought to be in your interest.
Please advise us if instead you would require us to hold all information, including basic
directory information, confidential under any circumstance. We restrict access to non-
public personal information to those professionals necessary to helping you achieve your
goals and we maintain physical, electronic and procedural safeguards to guard your non-
public information.

Confidentiality and Security
Our employees are required to follow procedures with respect to maintaining the
confidentiality of our clients’ non-public personal information.
Please call us if you have any questions, because your privacy, our professional
ethics and the ability to provide you with quality financial services are of utmost
importance to us.