Wealth Strategist Partners, LLC Privacy Policy

This Privacy Policy discloses the information that Wealth Strategist Partners, LLC collects when you visit our website at wspchicago.com (“Website”), or contact us directly. We recognize that privacy is important. Please read this Privacy Policy carefully to understand what we do with the personal information we collect, both online and offline. Please note that this Privacy Policy may change from time to time.

Information we collect and how we use it

When you visit our Website you are not required to register for an account or provide any personal information to us. Any personal information you provide to us (whether by the Website, email, phone, or mail) is voluntary. In order to monitor and improve our Website, and provide and improve our products and services, we may collect the following types of information:

  • Information you provide

    – When you contact us to inquire about our products and services (such as books, speaking engagements, or educational programs), we may collect certain personal information from you in order to respond to your request. For example, we may collect information such as your name, address, telephone number, or email address. When you visit our Website, we automatically collect non-personal information from you, such as IP addresses and website usage information.

  • Survey data

    – On occasion, we may request information from you so that we can aggregate survey data for research purposes. Your participation is voluntary, we will inform you when these situations arise. We will only report on the aggregated information.

  • Email addresses

    – if you provide us with your email address, we may use it to send you information about your relationship or transactions with us. However, we will only add you to our email subscription list upon your request (e.g., for information updates, newsletters, etc.). If you want to be removed from our email subscription list at any time, please contact us at info@wspchicago.com.

  • Cookies

    – When you visit our Website, we may send one or more cookies (a small file containing a string of characters) to your computer or other device that uniquely identifies your browser. We use cookies to improve the quality of our Website, store user preferences, and track user trends such as how people view our Website.

  • Other communications

    – When you send email or other communications to us, we may retain those communications in order to process your inquiries, respond to your requests, and improve our products and services and the Website.

Information sharing

We only share personal information with other companies or individuals outside of Wealth Strategist Partners, LLC in the following limited circumstances:

  • With your consent.

    We will request your opt-in consent if we collect any personal information from you which we intend to share with others.

  • Aggregate information.

    We may share with third parties, or release to the public, certain aggregate information, but this information will not identify you individually.

  • Service providers.

    We may disclose personal information to third party service providers (such as providers of hosting, data analysis, and support and maintenance services) in connection with providing service for the Website, or for the purpose of processing personal information on our behalf. These third parties will be required to access or process the personal information based on our instructions, and in compliance with this Privacy Policy and any other appropriate confidentiality and security measures.
  • We have a good faith belief that access, use, preservation or disclosure of such information is reasonably necessary to (a) satisfy any applicable law, regulation, legal process or enforceable governmental request, (b) detect, prevent, or otherwise address fraud, security or technical issues, or (c) protect against harm to the rights, property or safety of Wealth Strategist Partners, LLC, its users or the public as required or permitted by law.

Please contact us at the address below with any additional questions about the management or use of personal information. Although we always strive to protect your privacy, we cannot guarantee the privacy and security of information you provide to us. You disclose information to us at your own risk.

Data retention

We retain your personal information for as long as necessary to permit us to use it for the purposes that we have communicated to you, and to comply with applicable law or regulations.

What happens when I leave the Website?
The Website provides links to pages located on sites maintained by other companies and organizations. Once you access another site, you are subject to the privacy policy of that site and not this Privacy Policy.

Questions about this Privacy Policy

Please feel free to direct any questions or concerns regarding this Privacy Policy or our treatment of personal information by contacting us at info@wspchicago.com or by writing to us at:

WEALTH STRATEGIST PARTNERS, LLC
Two Prudential Plaza, Suite 1310
180 North Stetson Avenue
Chicago, IL 60601
(312) 863-6080