Privacy, SMS, and disclosures.

Investment advisers are required to inform clients of their policies regarding privacy of client information. Filippini Wealth Management, Inc. collects nonpublic personal information from clients in order to provide services, including information such as Social Security number, date of birth, banking and financial account numbers, and sources of income.

Information is used for everyday business purposes, to maintain accounts, to respond to legal process, and — where permitted — to offer related services. SMS consent is not shared with third parties or affiliates for their own marketing. You may opt out of certain sharing by contacting the office.

SMS may include appointment reminders, account notifications, and personal messages. Message frequency varies. Message and data rates may apply. Reply STOP to opt out. Reply HELP for help.

Filippini Investment Advisory is a registered investment adviser (CRD #165943). Form ADV. This website is intended for clients and prospective clients in states where the firm is authorized to do business. It is not an offer of securities. Filippini Wealth Management, Inc. is a licensed real estate brokerage (CalDRE #01937129). Insurance is offered by licensed California agents. Tax preparation is offered by a CTEC registered tax preparer. These are separate entities. Nothing here is legal, tax, or investment advice for your specific situation.

Draft language for design review. Final disclosures will be confirmed before any public launch.