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Polley Wealth Management and TD Ameritrade InsTitutional

Have peace of mind knowing that your money stays with one of the world's largest institutions:

TD Ameritrade Institutional provides custody services to Polley Wealth Management. Working with TD Ameritrade Institutional provides some of the following benefits to our clients:


Systems    

  • Advanced firewalls keep unauthorized parties from accessing personal information
  • Anomaly and intrusion detection technology alerts of unusual behavior in an account
  • Firewalls separate public website servers from the servers holding account and personal data, so this information can’t be directly accessed on the internet
  • Secure website uses 128-bit encryption
  • Optional multi-factor authentication for added security 


Account Protection

  • Your accounts will experience one of the highest levels of security in the industry with the TD Ameritrade Asset Protection Guarantee



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Polley Wealth Management Disclosures

PWM Privacy Policy (1) (pdf)Download
PWM ADV Part 2A 11.16.2020 (pdf)Download
Polley ADV Part 2B 7.22.2020 (pdf)Download

Website Disclosure

 The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Polley Wealth Management LLC (referred to as "PWM") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. PWM does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice,  as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall PWM be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if PWM or a PWM authorized representative has been advised of the possibility of such damages. In no event shall Polley Wealth Management LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. 

 Copyright © 2020 Polley Wealth Management LLC - All Rights Reserved. 

 Services are offered through Polley Wealth Management LLC, a Registered Investment Adviser  

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