Privacy Policy
What does Intentional, LLC do with your personal information?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
The types of personal information we collect, and share depend on the product or service you have with us. This information can include:
- Social Security number and income
- Account balances and payment history
- Credit history and credit scores
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons we choose to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Do we share? | Can you limit this sharing? |
| For our everyday business purposes - such as to process your transactions, maintain your accounts(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| For our marketing purposes - to offer our products and services to you | Yes | No |
| For joint marketing with other financial companies | Yes | No |
| For our affiliates’ everyday business purposes – information about your transactions and experiences | Yes | No |
| For our affiliates’ everyday business purposes – information about your creditworthiness | Yes | No |
| For our affiliates to market to you | Yes | No |
| For non-affiliates to market to you | Yes | No |
| For non-affiliates to market to you | Yes | No |
To limit our sharing mail the form below.
Please note: If you are a new customer, we can begin sharing your information from the date you received this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
Questions? Email compliance@i10wealth.com
Who is providing this notice?
Intentional, LLC
How does Financial Advisor (FA) protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards, secured files, and buildings.
How does FA collect my personal information?
We collect your personal information, for example, when you open an account.
Why can’t I limit all sharing?
Federal law gives you the right to limit only.
- Sharing for affiliates’ everyday business purposes—information about your creditworthiness
- Affiliates from using your information to market to you.
- Sharing for non-affiliates to market to you State laws and individual companies may give you additional rights to limit sharing.
What happens when I limit sharing for an account I hold jointly?
Your choices will apply to everyone on your account—unless you tell us otherwise.
Definitions:
| Affiliates | Companies related by common ownership or control. They can be financial and nonfinancial companies. |
| Non-affiliates | Companies not related by common ownership or control. They can be financial and non-financial companies. |
| Joint marketing | A formal agreement between nonaffiliated financial companies that together market financial products or services to you. |
Important Disclaimers
Intentional, LLC (“Intentional“) is a Registered Investment Advisor (“RIA”), located in the State of South Carolina. Intentional, LLC provides investment advisory and related services for clients nationally. Intentoinal, LLC will maintain all applicable registration and licenses as required by the various states in which Intentional, LLC conducts business, as applicable. Intentional, LLC renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Terms of Use
Please read these terms and conditions of use (“Terms”) carefully before using the website located at https://www.i10wealth.com (“Website”) or any of the information or services provided by Intentional, LLC (collectively “Intentional, LLC“, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Intentional, LLC in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.
Intentional, LLC reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
These Terms were last updated on January 3, 2023.
Risk Disclosure
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
This website is intended to provide general information about Intentional, LLC and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this website are based on generally available information and are believed to be reliable. CIC Wealth does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.
Please remember that it remains your responsibility to advise Intentional, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.
Intentional, LLC will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”) and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a free copy via .pdf or hardcopy.
Email Disclosures
Intentional, LLC often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Intentional, LLC makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Intentional, LLC private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: Intentional, LLC does not accept trading or money movement instructions via email.
As a registered investment advisor, Intentional, LLC emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Intentional, LLC or the securities regulators.
If you have received an email from Intentional, LLC in error, we ask that you contact the sender and destroy the email and its contents.
For a copy of the Intentional, LLC Privacy Policy, please click here.
If you have any questions regarding our email policies, please Contact Us.
Social Websites
Intentional, LLC may utilize third-party websites, including social media websites, blogs and other interactive content. Intentional, LLC considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Intentional, LLC generally retains copies of information that Intentional, LLC or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Intentional, LLC or the securities regulators.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Intentional, LLC’s advisory persons after entering into an advisory agreement and provided Intentional, LLC with all requested background and account information.
If you have any questions regarding our policies, please Contact Us