Privacy Policy for WELLth Financial Planning As of 1-26-2024
WELLth Financial Planning recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. WELLth Financial Planning will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. WELLth Financial Planning will provide this privacy statement to all clients annually.
We want our clients to understand what information we collect, 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 and implement the investment and planning related services we provide you; and
● Comply with the Federal and State laws and regulations that govern us.
What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” about you:
● Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.
● Information that we generate to service your financial needs.
● Information that we may receive from third parties with respect to your financial profile.
What Information We Disclose
We are permitted by law to disclose nonpublic information about 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 various service providers, such as our clearing firm or independent contractors hired by WELLth Financial Planning. If the Financial Planner/Financial Adviser leaves WELLth Financial Planning to join another firm, he or she may be permitted to retain copies of client information so that they can assist with the transfer of client accounts and continue to serve the client at their new firm.
“Opting-Out” of Third Party Disclosures: If you do not want your Financial Planner/Financial Adviser to retain copies of your client sensitive information when he or she leaves us to join another firm, you may contact us by calling (561) 972-8011
Otherwise, WELLth Financial Planning will not disclose any personal information about you o ryour account(s) unless one of the following conditions is met:
● We receive your prior written consent; or
● We have documentation that the recipient is your authorized representative; or
● We are required by law to disclose information to the recipient
Arrangements with companies or independent contractors not affiliated with WELLth Financial Planning will be subject to confidentiality agreements.
How We Protect Your Personal Information
Privacy has always been important to WELLth Financial Planning We restrict and limit access to client information only to those who need to carry out their business functions. We maintain physical,electronic, and procedural safeguards to protect your confidential personal information.
Website Privacy Policy (Wellthfp.com):
At WELLth Financial Planning, the privacy of our visitors is of extreme importance to us. This privacy policy document outlines the types of personal information is received and collected by WELLth Financial Planning and how it is used.
Log Files
Like many other Web sites, WELLth Financial Planning makes use of log files. The information inside the log files includes internet protocol (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 gather demographic information. IP addresses, and other such information are not linked to any information that is personally identifiable.
Cookies and Web Beacons
WELLth Financial Planning does use cookies to store information about visitors preferences, record user-specific information on which pages the user access or visit, customize Web page content based on visitors browser type or other information that the visitor sends via their browser.
DoubleClick DART Cookie
- Google, as a third party vendor, uses cookies to serve ads on WELLth Financial Planning.
- Google's use of the DART cookie enables it to serve ads to users based on their visit to WELLth Financial Planning and other sites on the Internet.
- Users may opt out of the use of the DART cookie by visiting the Google ad and content network privacy policy at the following URL - https://www.google.com/policies/privacy/.
These third-party ad servers or ad networks use technology to the advertisements and links that appear on WELLth Financial Planning send directly to your browsers. They automatically receive your IP address when this occurs. Other technologies ( such as cookies, JavaScript, or Web Beacons ) may also be used by the third-party ad networks to measure the effectiveness of their advertisements and / or to personalize the advertising content that you see.
WELLth Financial Planning has no access to or control over these cookies that are used by third-party advertisers.
You should consult the respective privacy policies of these third-party ad servers for more detailed information on their practices as well as for instructions about how to opt-out of certain practices. WELLth Financial Planning's privacy policy does not apply to, and we cannot control the activities of, such other advertisers or web sites.
If you wish to disable cookies, you may do so through your individual browser options. More detailed information about cookie management with specific web browsers can be found at the browser's respective websites.