QUINTILE WEALTH MANAGEMENT, LLC PRIVACY NOTICE

Quintile Wealth Management LLC ("QWM"), like other professionals who advise on personal financial matters is required by federal law to inform its clients of its policies regarding the privacy of client information. QWM is committed to maintaining the confidentiality and security of our client's personal and private information. Please take a moment to review our privacy policy.

In the course of providing our clients with certain advice, QWM may receive non-public personal financial and private information from our clients, their attorneys and other third party representatives, such as financial statements, tax returns, documents and other personal information. All non-public information that we receive regarding our clients or former clients is held in the strictest confidence in accordance with our professional obligations, and is not released to people outside QWM except with your consent or as required by law. Client information is used only for our business purposes and we do not sell client information to anyone. At your direction, we may share certain information with related or affiliated entities or third parties who assist us with providing our services, including but not limited to specified family members and a client's related and affiliated entities, regulators or other governmental entities as permitted or required by law and other firms such as accountants, lawyers, financial institutions and bill pay and electronic storage service providers as may be applicable, subject to the obligation of all such third parties not to use or disclose such information for any other purpose. Within QWM, access to a client's non-public information is restricted to individuals who require that information in the ordinary course of servicing a client's account. At times, client information may be reviewed by our outside service providers such as accountants, lawyers, consultants, etc.). In all cases, QWM will review the service provider's privacy policies to ensure that clients' information is not misappropriated or used in a manner that is contrary to our privacy policy.

Please be advised that QWM retains records relating to professional services that we provide so that we are better able to assist you with your needs and, in some cases, to comply with professional guidelines. While we strive to update changing client information on a contemporaneous basis, we ask you to monitor any such information for errors. In order to guard your non-public personal information from unauthorized disclosure, we maintain physical, electronic and procedural safeguards that comply with our professional standards. With respect to online privacy, we employ certain internet specific practices to maintain the security of your online sessions, including but not limited to firewall barriers, encryption and authentication procedures.

In the event that these policies change, QWM will provide you with a sufficient amount of time to opt out of any disclosure provisions. Nevertheless, QWM will provide a copy of its annual privacy notice to all clients upon inception of our engagement. In addition, each of our active clients shall be provided with a copy of our privacy notice within ninety (90) days following the close of QWM's fiscal year.


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