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Section 1 – Introduction

Your privacy is a priority to us, and we go to great lengths to protect it. Please take a moment to carefully read this document to learn more about our information practices.

This is the Privacy Policy (“Policy”) of Wealth Partners Financial Services (“WPFS”, “we”, “us,” “our”). This Policy Outlines Wealth Partners Financial Services general policy and practices for protecting your private information on this website and our related services (collectively, the “Site”). It covers why Wealth Partners collects information, the types of information Wealth Partners Financial Services gathers, how the information is used, and the choices individuals have regarding Wealth Partners Financial Services’ use of their information. This Policy applies to all personal and non-personal information received by Wealth Partners Financial Services via the Site.

Wealth Partners Financial Services reserves the right to modify this Policy at any time and will do so from time to time. Each modification shall be effective upon its posting to the Site. Your continued use of the Site following any such modification constitutes your acceptance of any changes to this Policy. It is therefore important that you review this Policy regularly. If you have any questions concerning this Policy, please contact Wealth Partners Financial Services.

Please Note: Any capitalized term used but not defined herein shall have the meaning prescribed in the Terms of Use. In the event of a conflict between this Policy and the Terms of Use, then the Terms of Use shall control.

Section 2 – Scope of this Policy

This Policy covers the entire Site. However, it does not apply to entities that Wealth Partners Financial Services does not own or control, including advertisers or providers of other content. It also does not cover websites with posted links on the Site. These entities are governed by their own privacy policies and not this Policy. Please check the privacy policy of any entity you interact with on or off the Site.

Section 3 – Reasons Wealth Partners Financial Services Collects Personal Information

Wealth Partners Financial Services collects your personal information because it helps deliver a superior level of customer service, gives you convenient access to the Site, and allows key features of the Site to function properly. In addition, your personal information helps us keep you posted about the latest announcements, special offers, and events that you might be interested in.

Section 4 – Types of Information Wealth Partners Financial Services Collects and How it is Used
Wealth Partners Financial Services will use the information it collects to provide the Site’s services and features to you. We will also use the information to measure and improve the Site, determine where customers are generally located, provide you with customer support and to contact you with newsletters and updates. Please see each section below for more information.

4.1 “Browser Data”

When you visit the Site, Wealth Partners Financial Services gathers certain Browser Data automatically and stores it in log files. This information includes Internet Protocol (IP) addresses, browser type, Internet Service Provider (ISP), referring/exit pages, operating system, date/time stamp, and clickstream data. We use this information, which does not identify individual customers, to analyze trends, to administer the Site, to track customers’ movements around the Site, and to gather demographic information about the customer base as a whole.

4.2 “Cookies”

“Cookies” are small pieces of data stored for an extended period of time on a computer, mobile phone, or other device. As is standard practice, the Site uses Cookies and other technologies to help Wealth Partners Financial Services know which parts of the Site are the most popular, the pages customers are visiting, and how much time they spend there. We also use Cookies and other technologies to make sure that online advertising is bringing customers to the Site, and to study the effectiveness of our customer communications.

You may remove or block Cookies using the settings in your browser, but in some cases that may impact your ability to use the Site. Please find and use the instructions necessary on how to block Cookies for your specific browser.

4.3 “Click Through URL’s”

In some of Wealth Partners Financial Services email messages, “Click-Through URLs” are linked to content on the Site. When customers click one of these Click-Through URLs, they pass through Wealth Partners Financial Services web server before arriving at the destination web page. We track this click-through data to help determine interest in particular topics and measure the effectiveness of customer communications. If you prefer that this information not be collected, simply avoid clicking on text or graphic links in the e-mails that you receive from us.

4.4 User Information Submitted via the Contact US Page

If you choose to, you may submit your personal information to Wealth Partners Financial Services via the “Contact Us” page. This information is used to create a file regarding your financial matter(s) in our practice management system, and to maintain a list of potential customers who may be interested in our services. Please remember, any personal information submitted via the “Contact Us” page is not encrypted before it is sent over the Internet. Therefore, you should never submit sensitive information via the “Contact Us” page, as it may be viewed by unauthorized third-parties. If you submit your e-mail address via the Contact Us page, you may be added to the Wealth Partners Financial Services e-mail list.

Section 5 – Public Information and Disclosure

5.1 Public Information is Public

Please take care when sharing any information over the Internet or when using an Internet connected service. If you use a bulletin board, chat room, or related feature on the Site, you should be aware that any information you share is visible to other users on the Site. Any information you submit through one of these services can be read, collected, or used by other individuals to send you unsolicited messages. Wealth Partners Financial Services will store that information and is not responsible for the personally identifiable information you choose to submit.

5.2 When Wealth Partners Financial Services Discloses Your Information

To help Wealth Partners Financial Services provide superior service, information you share may be shared with other entities within our group who shall also take steps to safeguard it in accordance with this Policy.

There are also times when it may be advantageous for Wealth Partners Financial Services to make certain information about you available to companies with whom there exists a strategic relationship. These companies may help us process information, fulfill customer requests, manage and enhance customer data, provide customer service, assess your interest in our services, or conduct customer research or satisfaction surveys. In such situations, these companies are prohibited from using your personal information for any unauthorized purposes and are also obligated to protect your information in accordance with this Policy, except if you are informed otherwise at the time of collection. Without such information being made available to third-parties, it would be difficult for you to use the Site.
Wealth Partners Financial Services also reserves the right to disclose your personal information for any reason; if we believe that it is reasonable to do so. This includes, but is not limited to, complying with law enforcement, litigation, or to satisfy laws, such as the Electronic Communications Privacy Act, the Children’s Online Privacy Protection Act, regulations, or governmental or legal requests for such information.

Wealth Partners Financial Services may also disclose personal information that is necessary it identify, contact, or bring legal action against someone who may be violating any of our contracts, policies and/or procedures.
Finally, Wealth Partners Financial Services may also disclose personal information about you if we determine that for national security, law enforcement, or other issues of public importance, disclosure is necessary.

5.3 Transfer or Sale of Assets and Company

Wealth Partners Financial Services may be sold, sell or buy businesses or assets of businesses, or merge with another business. In such transactions, user information, including your personal information, generally is one of the transferred business assets. Also, in the event that Wealth Partners Financial Services, a line of business of Wealth Partners Financial Services, or substantially all the assets of Wealth Partners Financial Services are transferred, user information may well be one of the transferred assets. We will make a reasonable effort to provide notice on the Site and to notify you via e-mail (at the most recent e-mail address that you have provided) of any such change in ownership or control of your personal information.

5.4 Links to Other Sites or Other Third-Parties

The Site contains links to the sites of other companies. Wealth Partners Financial Services is not responsible for their privacy practices and we encourage you to learn about the privacy policies of those companies.

Section 6 – Other Important Information

6.1 Special Notes for California Residents

  1. California Online Privacy Protection Act
    California law requires that Wealth Partners Financial Services provide you with a summary of your privacy rights under the California Online Privacy Protection Act (“California Act”) and the California Business and Professions Code. As required by the California Act, this Policy identifies the categories of personally identifiable information Wealth Partners Financial Services collects through the Site about individual consumers who use it and the categories of third-party persons or entities with whom such personally identifiable information may be shared.Depending on the visitor’s activity on the Site, certain “personally identifiable information” (as that term is defined in the California Act) may be collected, in addition to information set forth in other sections of this document. For purposes of the California Act, the term “personally identifiable information” means individually identifiable information about an individual consumer collected online by Wealth Partners Financial Services from an individual and maintained by Wealth Partners Financial Services in an accessible form, and may include any of the following:

    1. A first and last name;
    2. A home or other physical address, including street name and name of a city or town;
    3. An e-mail address;
    4. A telephone number;
    5. Any other identifier that permits the physical or online contacting of a specific individual;
    6. Information concerning a user that the website collects online from the user, and maintains in personally identifiable form, in combination with an identifier described within this Policy.

    If you would like Wealth Partners Financial Services to remove your personal information, please contact us. See Section 1 for a description of the process by which Wealth Partners Financial Services notifies consumers who use or visit the Site of material changes to this Policy.

  2. California Shine the Light Law (SB 27) Compliance StatementPlease be advised, Wealth Partners Financial Services has less than 20 fulltime or part-time employees and is therefore exempt from the Shine the Light Law requirements. This Policy will be updated if Wealth Partners Financial Services employs more than 20 employees.

6.2 Agreement with Policy and Continued Use of Site

Unless stated otherwise Wealth Partners Financial Services’ current Policy applies to all information that has been gathered about you via the Site. By using the Site, you consent to this Policy and having your personal information and data transferred and processed as described in this Policy.

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