Agili, an independent private wealth management firm, is committed to safeguarding the confidential information of its clients.  We hold all personal information provided to our firm in the strictest confidence.  These records include all personal information that we collect from you or receive from other firms in connection with any of the financial services provided by our firm.  We do not disclose information to nonaffiliated third parties, except as permitted by law.

Since some of the information we gather is not publicly available, we take great care to ensure that this information is kept safe from unauthorized access, and we would never share the information in violation of any regulation of law. Because Agili respects your privacy and values your trust, the only employees who can access your private personal information are those who use it to service your account or provide services to you.  Agili diligently maintains physical, electronic and procedure safeguards that comply with applicable federal standards to guard your private personal information and to assist us in preventing unauthorized access to that information.


With your permission, we disclose limited information to attorneys, accountants, bankers, and mortgage lenders with whom you have established a relationship.  Also with your permission, we share a limited amount of information about you with your brokerage firm in order to execute securities transactions on your behalf.  You may opt out from our sharing information with these nonaffiliated third parties by notifying us at any time by telephone, mail, fax, e-mail, or in person.

We require strict confidentiality in our agreements with nonaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors.  Federal and state securities regulators may review our company records and your personal records as permitted by law.

Personally identifiable information about you will be maintained while you are a client, and for the required period thereafter that records are required to be maintained by federal and state securities regulations.  After that time, information may be destroyed.  It should also be noted that personal information is subject to subpoena.


If you do not want us to share your private information with nonaffiliated third parties under any circumstances, please let us know.  We will be happy to comply with your “opt-out” request.  As noted above, we ask for your permission before sharing information with nonaffiliated third parties in any case.

We will notify you in advance if our private policy is expected to change.  We are required by law to deliver this Privacy Statement to you annually in writing.

1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018