Privacy Policy

Foster and Wood, an assumed business name of Foster Wealth, Inc.

Foster Wealth, Inc. respects your privacy and is committed to maintaining the confidentiality of your personal and financial information.

Our Privacy Policy

We treat the information we gather about you in a confidential manner. We collect certain nonpublic information about you that is required to open and maintain your account as the law, or regulations, require or allow us to collect. We may disclose this information to third parties as permitted by law, including the outside broker-dealers, custodians, administrators, transfer agents, accountants or attorneys that we need to use to provide our services to you.  We do not sell or rent your information to anyone.

Information We Collect

The nonpublic personal information we have about you includes what you give us when you open an account or communicate with us. This information includes:

  • Your name and address
  • Social Security Number
  • Investment objectives and experience
  • Financial circumstances
  • Employment
  • Account balance and account transactions.

How We Protect Your Information

We have procedures in place that we believe are reasonably designed to protect the security and confidentiality of your information. We implement and maintain physical, electronic, and procedural safeguards that will help to protect your confidential information.

If you have any questions regarding your confidential information and this privacy policy, please contact us at:

  • By Phone: 503.968.1298
  • By Email:  david(at)fosterandwood(dot)com
  • By Mail:
    Foster & Wood
    5 Centerpointe Drive
    Suite 400
    Portland OR 97035

Tim Wood