Pace Wealth Advisors
Privacy Policy – 4/1/2026

Introduction

Hall Consulting, LLC DBA Pace Wealth Advisors (“PWA”) is committed to safeguarding the confidential, nonpublic personal information (“NPI”) of current and former clients. This policy outlines how we collect, use, and protect client information.

Information We Collect

We collect personal information necessary to provide advisory services, including:
- Identifying information (name, address, email, phone number)
- Government identifiers (e.g., Social Security number, date of birth)
- Financial information (account balances, transactions, income, net worth)
- Investment objectives and risk tolerance

Information is obtained directly from clients and, where authorized, from third-party sources.

How We Use Information

We use client information to:
- Provide investment advisory and financial planning services
- Maintain and service accounts
- Process transactions
- Comply with legal and regulatory obligations

Information Sharing

PWA does not sell client information. We may share information only as necessary to:
- Service accounts (custodians, technology providers, planning tools)
- Support firm operations through vetted vendors
- Comply with legal or regulatory requirements

All third-party providers are required to maintain confidentiality and safeguard client information.

Data Security

We maintain administrative, technical, and physical safeguards, including:
- Secure cloud-based systems and encryption
- Multi-factor authentication and access controls
- Ongoing vendor due diligence and monitoring

Access to client information is restricted to personnel who require it to perform their duties.

Electronic Communications

PWA may communicate with clients via email, phone, or SMS for service-related matters. Clients may opt out of SMS communications at any time. Standard messaging rates may apply.

Client Rights

Clients may request limitations on certain information sharing or inquire about how their data is used by contacting the Firm.

Information Retention

PWA retains client information in accordance with regulatory requirements and securely disposes of information when no longer needed.

Contact Information

For questions regarding this Privacy Policy:
Pace Wealth Advisors
Email: jacob@pacewealthadvisors.com

253-286-0224