Privacy Policy

It's amazing that it took a Federal Law to get companies to disclose their privacy policy to you! Be sure and read them carefully.

At Wisconsin Wealth Partners, LLC our privacy policy has been the same for 20 years. We only share your personal information when required to by law or when you tell us to.

Examples:

• We are required to share basic information with our clearing firm Pershing. (DLJSC)
• We are often requested by our clients to send financial information to a tax preparer.

The bottom line is, your business, is your business only!

We wouldn't have it any other way.

Sincerely,

Terry Balding, CFP
Wisconsin Wealth Advisors, LLC Owner