Information Adviser Collects:

In connection with providing clients with investment products, financial advice, or other services, Fig Tree Wealth Management, (the “Adviser”) obtains non-public personal information about clients including:

-Information Adviser receives from Client on applications, forms and documents;

-Information about Client transactions with Adviser or others; and,

-Information from third-parties.

Information Adviser Discloses.
Adviser will not disclose information regarding Client or Client’s account with Adviser except under the following circumstances:

-To Client’s Advisory Representative and his or her manager;

-To establish or maintain an account with an unaffiliated third party, a clearing broker providing services to Client, and/or the broker/dealer firm with which the Advisory Representative is separately registered;

-To third party agencies assisting in the implementation of Client’s Plan, upon Client approval;

-To government entities or other third parties in response to subpoenas or other legal process as required by law.

Adviser’s Security Policy.
Only those individuals who need it to perform their jobs are authorized to have access to confidential client information. Adviser maintains physical, electronic, and procedural security measures that comply with applicable state and federal regulations to safeguard confidential Client information.

Closed or Inactive Accounts:
If Client decides to close account(s) or become an inactive customer, Adviser will adhere to the privacy policies and practices as described in this notice.

Changes to this Privacy Policy:
If Adviser makes any substantial changes in the way confidential information is used or disseminated, Adviser will notify the Client.

If Client has any questions concerning this privacy policy, please write to us at 26 Columbia Tpk, #105, Florham Park NJ 07932

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© 2020 by Fig Tree Wealth Management

Fig Tree Wealth Management is a Division of National Wealth Management, LLC.  National Wealth Management, LLC is an SEC Registered Investment Adviser and its principal place of business in the State of New Jersey. Firm and its representatives comply with the current registration requirements imposed upon registered investment advisers by those states in which the Firm maintains clients. Firm may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.

Information contained herein does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information. You should consult a professional adviser before implementing any of the strategies or options presented.

While Fig Tree Wealth Management makes every effort to present accurate and reliable information on this Internet site, Fig Tree Wealth Management does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficiency, timeliness, or correct sequencing of such information or relevance of any information prepared by any unaffiliated third party, whether linked to web site or incorporated herein, and takes no responsibility therefore. Use of such information is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficiency, and timeliness.  Reference herein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Fig Tree Wealth Management.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please be aware that economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. Additionally, all investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be either suitable or profitable for a client's investment portfolio.

The firm is not engaged in the practice of law or accounting. Firm does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.  For additional information about Firm including fees and services, send for the Firm's Disclosure Brochure using the contact information herein. Please read the Disclosure Brochure carefully before you invest.

Photos and images on Fig Tree Wealth Management's pages should not be construed as an endorsement of the adviser by any client or individual. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.