Privacy Policy

GuideSpring Wealth Strategies

Our Privacy Policy

GuideSpring Wealth Strategies, LLC is committed to adhering to the requirements and expectations regarding the privacy of personal information. Privacy regulations are founded upon three definitions:

  1. Consumer – a person who has not entered into an investment advisory relationship but has disclosed non-public personal information to our firm.
  2. Client – a person who has entered into an investment advisory relationship with the firm or that individual’s designated representative.
  3. Confidential Information – personally identifiable private information, not available from public sources, about a client or consumer. It generally includes name, address, age, social security number, assets, income, net-worth, account balances, account numbers, beneficiary information, or investment history.

Our firm collects non-public information about client and consumers. We will not share non-public information about clients or consumers with third parties not affiliated with our firm, except as noted below:

  • To complete transactions or account changes, as directed by the client
  • To maintain or service a client’s account
  • If requested by the client
  • With entities under common ownership and control of the firm
  • With contracted third-parties who require the information to develop, support, and deliver services
  • If our firm is required or permitted by law or regulatory authorities with jurisdiction over the firm
Clients’ and consumers’ privacy is important to us. We are dedicated to safeguarding your personal and financial information. We restrict access to confidential personal information about you to those employees who need to know that information to provide products and services to you. We maintain physical, electronic, and procedural safeguards to comply with federal standards to guard your confidential personal information.

Information Gathered from the Website

Any information gathered from the website, while may be considered public, is subject to the same policies as stated above.

Read our complete privacy policy.

Please contact us with any questions about this policy.