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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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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.

Copyright 2019 FMG Suite.

Wealth Solutions Learning Center

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  • 6207 Bee Cave Road
  • •
  • Suite 140
  • •
  • Austin, Texas 78746
  • (512) 600-9880
    

Investment Advisory Services are offered through Wealth Solutions, Inc., a Registered Investment Advisory Firm. 

WSI's PRIVACY POLICY

Wealth Solutions Inc. (“Wealth Solutions”) adopted this policy with 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 the 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 to use or share 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 contact the Chief Compliance Officer either in writing at
1317 Picadilly Dr., Suite B-202, Pflugerville, TX 78660, or by phone at (512) 600-9880.

WSI CBW ADV Part 2                                           WSI CBW ADV Part 2A

Contact

Wealth Solutions
Office: 512-600-9880
Toll-Free: 855-308-9999
Fax: 512-524-0640

1317 Picadilly Drive
Suite B-202
Bee Cave, TX 78660

blair@wealthsolutionsria.com

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