Privacy Policy

This Privacy Policy describes the information that Wealth Strategist Partners, LLC collects when you visit our website at (“Website”), or contact us directly, and how we treat that information. Clients of Wealth Strategist Partners, LLC’s outsourced CIO services, and participants in the Private Wealth Management programs with which Wealth Strategist Partners are associated, are protected under separate confidentiality policies which are available upon request. 

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, without notice.

Information we collect and how we use it

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, 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.
  • 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.
  • 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 may provide 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 direct any questions regarding this Privacy Policy or our treatment of personal information to

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