Investment advisers may only transact business in states where they are appropriately registered or exempt from registration. As websites may be viewed in jurisdictions in which an adviser is not registered, Disclaimer: TARA Wealth, LLC is a registered investment adviser in the States of California and North Carolina. The Adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
PRIVACY POLICY
TARA Wealth considers the protection of personal information to be a foundation of customer trust and a sound business practice. We employ physical, electronic, and procedural controls in order to protect client confidentiality. We may use personal information about you to assist us in completing your investment strategy and/or financial plan evaluation. We only share information about our clients within the TARA Wealth firm. At TARA Wealth, we will always restrict access to personal information to those who require it to provide products or services to you. The only time we will provide any information about you, or your financial information is with your express, written consent as required by law.
If you have any questions concerning this or other TARA Wealth policies, please contact us by email at hello@tarawealth.com.
TARA Wealth I hello@tarawealth.com I 1050 Kettner Blvd, Suite D, San Diego, CA 92101 I October 2023