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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Wealth Solutions Learning Center

Be an active part of your wealth management by enrolling.
  • 21 Waterway Avenue,
  • Suite 300
  • The Woodlands, Texas 77380
  • (512) 600-9880
    

Wealth Solutions, Inc., a Registered Investment Advisory Firm, offers Investment Advisory Services. 

WSI's PRIVACY POLICY

Wealth Solutions Inc. (“Wealth Solutions”) adopted this policy with the recognition that protecting the privacy and security of the nonpublic personal information we obtain about our clients is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain nonpublic personal information about you. We want you to know what information we collect and how we use and safeguard that information.

WHAT INFORMATION WE COLLECT

We collect certain nonpublic personal information about you (such as your name, address, social security number, etc.) that you provide on applications or other forms as well as communications (electronic, telephone, written, or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).

WHAT INFORMATION WE DISCLOSE

Wealth Solutions does not disclose the nonpublic personal information we collect about our clients to anyone except:
(1) in furtherance of our business relationship with clients, and then only to those persons necessary to effect the transactions and provide the services that clients authorize (such as broker-dealers, custodians, independent managers, etc.); (2) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.); (3) our attorneys, accountants, and auditors; or (4) as otherwise provided by law.

We are permitted by law to disclose nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative services on our behalf). These third parties are prohibited from using or sharing the information for any other purpose. If you decide to either terminate our services or become an inactive client, we will continue to adhere to our Privacy Policy,
as may be amended from time to time

SECURITY OF YOUR INFORMATION

We restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We maintain physical, electronic, and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.

CHANGES TO OUR PRIVACY POLICY OR RELATIONSHIP WITH YOU

Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material
change to this policy before we implement the change.

OPTING OUT

Clients cannot opt out of allowing Wealth Solutions Inc. to share their nonpublic personal information with non-affiliated third parties
which are necessary to service their accounts.

Requests for Information

For a copy of our Privacy Policy, please get in touch with the Chief Compliance Officer either in writing at
21 Waterway Avenue, Suite 300, The Woodlands, TX 77380, or by phone at (512) 600-9880.


WS FORM ADV PART 2A

WS FORM ADV PART 2B

Contact

Wealth Solutions Inc
Office: 512-600-9880
Fax: 512-524-0640

21 Waterway Avenue, Suite 300
The Woodlands, TX 77380

blair@wealthsolutionsria.com

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