Privacy Policy forWELLth Financial Planning As of 2-22-2025
WELLth Financial Planning recognizes thatour relationships with current and prospective clients are based on integrityand trust. We work hard to maintain your privacy and to preserve the privatenature of our relationship with you. We place the highest value on theinformation you share with us. WELLth Financial Planning will notdisclose your personal information to anyone unless it is required by law or atyour direction. We will not sell your personal information. WELLth FinancialPlanning will provide this privacy statement to all clients annually.
We want our clients to understand what information wecollect, how we use it, and how we protect your personal information.
Why We Collect Your Information
We gather information about you so that we can:
● Help design andimplement the investment and planning related services we provide you; and
● Comply with the Federal and State laws and regulations thatgovern us.
What Information We Collect and Maintain
We may collect the following types of “nonpublic personalinformation” about you:
● Information from ourinitial meeting or subsequent consultations about your identity, such as yourname, address, social security number, date of birth, and financialinformation.
● Information that wegenerate to service your financial needs.
● Information that we may receive from third parties withrespect to your financial profile.
What Information We Disclose
We are permitted by law to disclose nonpublic informationabout you to unaffiliated third parties in certain circumstances. For example,in order for us to provide planning or investment management services to you,we may disclose your personal information in limited circumstances to variousservice providers, such as our clearing firm or independent contractors hiredby WELLth Financial Planning. If the Financial Planner/Financial Adviserleaves WELLth Financial Planning to join another firm, he or she may bepermitted to retain copies of client information so that they can assist withthe transfer of client accounts and continue to serve the client at their newfirm.
“Opting-Out” of Third Party Disclosures: If you do not wantyour Financial Planner/Financial Adviser to retain copies of your clientsensitive information when he or she leaves us to join another firm, you maycontact us by calling (561) 972-8011
Otherwise, WELLthFinancial Planning will not disclose any personal information about you oryour account(s) unless one of the following conditions is met:
● We receive your priorwritten consent; or
● We have documentationthat the recipient is your authorized representative; or
● We are required by law to disclose information to therecipient
Arrangements with companies or independent contractors notaffiliated with WELLth Financial Planning will be subject toconfidentiality agreements.
How We Protect Your Personal Information
Privacy has always been important to WELLth FinancialPlanning We restrict and limit access to client information only to thosewho need to carry out their business functions. We maintain physical,electronic, and procedural safeguards to protect your confidential personalinformation.
Website Privacy Policy (Wellthfp.com):
Log Files
Like many other Web sites, WELLth Financial Planning makesuse of log files. The information inside the log files includes internetprotocol (IP) addresses, type of browser, Internet Service Provider (ISP),date/time stamp, referring/exit pages, and number of clicks to analyze trends,administer the site, track user's movement around the site, and gatherdemographic information. IP addresses, and other such information are notlinked to any information that is personally identifiable.
Cookies and Web Beacons
WELLth Financial Planning does use cookies tostore information about visitors’ preferences, record user-specific informationon which pages the user access or visit, customize Web page content based onvisitors browser type or other information that the visitor sends via their browser.