NWIM Privacy Policy:

Per SEC Regulation S-P, NWIM has adopted policies in order to safeguard the personal information of the firm’s clients, their families, their business, and other related entities. The following is our policy adopted in compliance with this regulation:

Nequit Wealth & Investment Management, LLC PRIVACY POLICY
IN ACCORDANCE WITH SEC REGULATION S-P SECTION 248.13

At Nequit Wealth & Investment Management, we are committed to protecting your privacy. Listed below is our standard policy on how we handle your personal information.

In order to conduct regular business, we may collect non-public (or public) personal information about you from sources such as:

Information provided by you (Investment Advisory Agreement) or other forms you provide to us
Information about your transactions with us, or your bank/brokerage firm
Bank/brokerage custodial statements

To provide the utmost in service, we may disclose information regarding your account, as necessary, to financial institutions to perform certain services on our behalf, to companies with whom we have marketing agreements, auditing agreements, or as required by law. When we share your non-public information with companies that perform services for us, such information may only be used for the limited purpose for which it was shared. In addition, these companies are required to adhere to our privacy standards. We may disclose the information below regarding your account:

Information Nequit Wealth & Investment Management, LLC receives from clients Investment Advisory Agreement (name, social security number- required to open brokerage accounts)
Information Nequit Wealth & Investment Management, LLC receives from custodial statements (account balances)

This statement is for informational purposes only and requires no action on your part. None of the above information reflects a change in the way we do business or handle your personal information. The confidentiality of the data you have provided our firm is and always has been a fundamental part of our professional code of conduct.

All Real estate and insurance services and products are offered through adviser’s affiliations with NeQuit Realty, LLC and NeQuit Insurance, LLC, respectively, or unaffiliated 3rd party firms. NeQuit Realty, LLC is a Licensed Real Estate Brokerage in Colorado (EC.100079515) and Florida (CQ1068509). Kwèsi T. Coleman is a Licensed Real Estate Broker in Colorado (ER.4002214) and Florida (BK3581327).

Investment advisory services are offered through NeQuit Wealth & Investment Management, LLC, an investment advisor registered with the States of Colorado and Florida. NeQuit Wealth & Investment Management, LLC only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure document.

DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment advisory services or any past performance. This website is neither a solicitation nor an offer to sell securities or investment advisory services except where we are appropriately registered or exempt from such registration. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe to be reliable. However, we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are any indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.