We collect personal information from clients in order to provide them with personalized financial planning and strategy services. This information may include, but is not limited to, name, address, telephone number, email address, income, expenses, debts, assets, and financial goals.
We may also collect information from clients through online forms, email, or other communication channels. This information is used to provide clients with the services they request, to respond to their inquiries, and to improve the quality of our services.
Information Use and Sharing
We use the information collected from clients for the purpose of providing financial planning and strategy services, including creating personalized financial plans, providing investment advice, and monitoring progress towards financial goals.
We do not sell or share personal information with third parties for any purpose, except as required by law or with the client's explicit consent.
We take the security of personal information seriously and have implemented appropriate physical, technical, and organizational measures to protect it from unauthorized access, use, disclosure, and destruction.
Access to personal information is limited to authorized personnel who require the information to perform their job duties.
Client Control over Personal Information
Clients have the right to access, update, and correct their personal information held by Wealth Wise. Clients may also request that their personal information be deleted, subject to applicable legal and ethical reporting or document retention obligations.