We are permitted by law to disclose nonpublic personal information about you to unaffiliated third parties in certain circumstances. We may disclose client's nonpublic personal information: (1) to individuals and/or entities not affiliated with Whisper Financial, including, but not limited to third-parties that assist in the supervision or management of your account(s) (i.e., sub-advisers, account custodian, record keeper, attorney, etc.); (2) to service providers contracted by us in order for us to perform the duties in furtherance of the client's engagement with the firm (i.e. client management systems, archiving technology vendors, cloud service providers, etc.); (3) to your authorized representative or power of attorney; (4) when we receive your prior consent; (5) in connection with a proposed or actual sale, merger, or transfer of all or a portion of our business; and (6) as otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.

We will not sell your personal information. No contact information, including phone numbers and email addresses, will be shared with third parties or affiliates for marketing or promotional purposes. In the event that Whisper Financial has a change to its client privacy policy that would allow it to disclose nonpublic personal information not covered under applicable law, we will allow our clients the opportunity to opt-out of such disclosure.