--- title: Privacy Policy description: VIP Wealth Advisors prioritizes your privacy by safeguarding your personal information and ensuring transparency in data usage. Learn about our privacy practices and your rights. --- [![VIP Wealth Advisors](https://vipwealthadvisors.com/hs-fs/hubfs/VIP_WEALTH_ADVISORS_LOGO_WEB_334x80_WHITE.png?width=334&height=80&name=VIP_WEALTH_ADVISORS_LOGO_WEB_334x80_WHITE.png "VIP Wealth Advisors")](https://vipwealthadvisors.com?hsLang=en) - [Services](https://vipwealthadvisors.com/services) - [Financial Planning](https://vipwealthadvisors.com/financial-planning) - [Tax Planning](https://vipwealthadvisors.com/tax-planning) - [Investment Management](https://vipwealthadvisors.com/investment-management) - [Estate Planning](https://vipwealthadvisors.com/estate-planning) - [Stock Options](https://vipwealthadvisors.com/stock-option-exercise-strategies) - [Budgeting & Cash Flow Analysis](https://vipwealthadvisors.com/budgeting-cash-flow-analysis) - [Insurance Review & Recommendations](https://vipwealthadvisors.com/insurance-review) - [Retirement Planning](https://vipwealthadvisors.com/retirement-planning) - [Education Planning](https://vipwealthadvisors.com/education-planning) - [Cryptocurrency](https://vipwealthadvisors.com/cryptocurrency) - [Home Purchase & Income Properties](https://vipwealthadvisors.com/income-property-home-purchase) - [Hourly Support](https://vipwealthadvisors.com/hourly-support) - [Pricing](https://vipwealthadvisors.com/pricing) - [About](https://vipwealthadvisors.com/about) - [How it Works](https://vipwealthadvisors.com/how-it-works) - [Investment Philosophy](https://vipwealthadvisors.com/insights/investment-strategy) - [Press](https://vipwealthadvisors.com/press) - [Professional Affiliations](https://vipwealthadvisors.com/professional-affiliations) - [Credentials](https://vipwealthadvisors.com/cfp-designations) - [What VIP Really Means](https://vipwealthadvisors.com/insights/story-behind-vip-wealth-advisors) - [Insights](https://vipwealthadvisors.com/media-hub) - [Articles](https://vipwealthadvisors.com/insights) - [Videos](https://www.youtube.com/@MarkThePrivateCFO) - [Contact](https://vipwealthadvisors.com/contact) - [Client Portal](https://vipwealthadvisors.com/client-portal) Hit enter to search or ESC to close [Book a Call](https://vipwealthadvisors.com/meeting?hsLang=en) Hit enter to search or ESC to close # Privacy Policy **Effective Date:** \[5/1/2025\] VIP Wealth Advisors LLC (“VIP”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We want our clients to understand what information we collect, how we use it, and how we protect your personal information.   Why We Collect Your Information: We gather information about you so that we can: - Help design and implement the investment and financial planning related services we provide you; and - Comply with the Federal and State laws and regulations that govern us.   What Information We Collect and Maintain: We may collect the following types of “nonpublic personal information” about you: - Information from our initial meeting or subsequent consultations about your identity, such as your name, contact information, social security number, date of birth, and financial information; - Information that we generate to service your financial needs; and - Information that we may receive from third parties in connection with the services we provide you.   What Information We Disclose: We are permitted by law to disclose nonpublic personal information about you to unaffiliated third parties in certain circumstances. VIP may disclose client's nonpublic personal information: (1) to individuals and/or entities not affiliated with VIP, including, but not limited to third-parties that assist in the supervision or management of your account(s) (i.e., sub-advisers, account custodian, record keeper, attorney, etc.); (2) to service providers contracted by us in order for us to perform the duties in furtherance of the client's engagement with VIP (i.e. client management systems, archiving technology vendors, cloud service providers, etc.); (3) to your authorized representative or power of attorney; (4) when we receive your prior consent; (5) in connection with a proposed or actual sale, merger, or transfer of all or a portion of our business; and (6) as otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.    We will not sell your personal information. No contact information, including phone numbers and email addresses, will be shared with third parties or affiliates for marketing or promotional purposes. In the event that VIP has a change to its client privacy policy that would allow it to disclose nonpublic personal information not covered under applicable law, VIP will allow its clients the opportunity to opt-out of such disclosure.   How We Protect Your Personal Information: We restrict and limit access to client information only to those who need to carry out their business functions. We safeguard client information by preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. Arrangements with companies or independent contractors not affiliated with VIP will be subject to confidentiality agreements.   Former Clients Even if we cease to provide you with financial services, our Privacy Policy will continue to apply to you, and we will continue to treat your nonpublic personal information with strict confidentiality. We maintain all records regarding all former clients for the retention period required by law.   Clients are encouraged to discuss any questions regarding privacy policies and procedures directly with Mark Stancato, Chief Compliance Officer of VIP. Please contact Mark Stancato at 917-319-8281. [![VIP Wealth Advisors](https://vipwealthadvisors.com/hubfs/VIP_WEALTH_ADVISORS_LOGO_WEB_334x80_WHITE.png)](https://vipwealthadvisors.com/?hsLang=en) Flat, transparent fees (0% AUM). Integrated planning, tax, and investing— built for high-income, high-complexity households. [in](https://www.linkedin.com/in/markstancato/) [▶](https://www.youtube.com/@MarkThePrivateCFO) ### Explore - [Pricing](https://vipwealthadvisors.com/pricing?hsLang=en) - [Services](https://vipwealthadvisors.com/services?hsLang=en) - [Book a Call](https://vipwealthadvisors.com/meeting?hsLang=en) - [About VIP](https://vipwealthadvisors.com/about?hsLang=en) - [Credentials](https://vipwealthadvisors.com/cfp-designations?hsLang=en) - [Insights](https://vipwealthadvisors.com/insights?hsLang=en) ### Services - [Financial Planning](https://vipwealthadvisors.com/financial-planning?hsLang=en) - [Tax Filing & Projections](https://vipwealthadvisors.com/tax-planning?hsLang=en) - [Investment Management (0% AUM)](https://vipwealthadvisors.com/investment-management?hsLang=en) - [Equity Compensation](https://vipwealthadvisors.com/stock-option-exercise-strategies?hsLang=en) - [Retirement & FI Planning](https://vipwealthadvisors.com/retirement-planning?hsLang=en) - [Cryptocurrency](https://vipwealthadvisors.com/cryptocurrency?hsLang=en) ### Contact VIP Wealth Advisors [(917) 319-8281](tel:+19173198281) [planning@vipwealthadvisors.com](mailto:planning@vipwealthadvisors.com) [Book a Call](https://vipwealthadvisors.com/meeting?hsLang=en) - [Form ADV](https://vipwealthadvisors.com/hubfs/ADV/VIP_ADV_Part%202A_2B_05-03-2025.docx.pdf) - [Privacy Policy](https://vipwealthadvisors.com/privacy-policy?hsLang=en) - [Disclosures](https://vipwealthadvisors.com/disclosure?hsLang=en) VIP Wealth Advisors is a Registered Investment Adviser. Information on this site is for educational purposes only and not investment, tax, or legal advice. Past performance is not indicative of future results. © VIP Wealth Advisors. All rights reserved. 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