Below you will find our latest policy. Please call our office with any questions.
Wiser Wealth is committed to maintaining the confidentiality, integrity and security of the personal information that is entrusted to us.
The categories of nonpublic information that we collect from you may include information about your personal finances, information about your health to the extent that it is needed for the financial planning process, information about transactions between you and third parties, and information from consumer reporting agencies, e.g., credit reports. We use this information to help you meet your personal financial goals.
With your permission, we disclose limited information to attorneys, accountants and mortgage lenders with whom you have established a relationship. You may opt out from our sharing information with these nonaffiliated third parties by notifying us at any time by telephone, mail, fax, email or in person. With your permission, we share a limited amount of information about you with your brokerage firm in order to execute securities transactions on your behalf.
We maintain a secure office to ensure that your information is not placed at unreasonable risk. We employ a firewall barrier, use secure data encryption techniques and authentication procedures in our computer environment. All Wiser Wealth employees are required to follow specific guidelines set forth in our Information Security Policy.
We do not provide your personal information to mailing list vendors or solicitors. We require strict confidentiality in our agreements with unaffiliated third parties that require access to your personal information, including financial service companies, consultants and auditors. Federal and state securities regulators may review our Company records and your personal records as permitted by law.
Personally identifiable information about you will be maintained while you are a client, and for the required period thereafter that records are required to be maintained by federal and state securities laws. After that time, information may be destroyed.
Wiser Wealth Management, Inc (Wiser Wealth) is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). As a registered investment advisor, Wiser Wealth and its employees are subject to various rules, filings and requirements. In addition, Wiser Wealth may only transact business in states in which it is registered or in states which we qualify for an exemption or exclusion from the registration requirements.
Wiser Wealth’s website provides general information regarding our business along with access to additional investment related information, various financial calculators and external / third party links. Material presented on this website is believed to be from reliable sources and is meant for informational purposes only. Wiser Wealth does not endorse or accept responsibility for the content of any third-party website and is not affiliated with any third-party website or social media page. Wiser Wealth does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third party websites or on social media pages. While Wiser Wealth uses reasonable efforts to obtain information from sources it believes to be reliable, the firm makes no representation that the information or opinions contained in our publications are accurate, reliable or complete.
To the extent that you utilize any financial calculators or links on our website, you acknowledge and understand that the information provided to you should not be construed as personal investment advice from Wiser Wealth or any of its investment professionals. Advice provided by Wiser Wealth is given only within the context of our contractual agreement with the client. Wiser does not offer legal, accounting or tax advice. Consult your own attorney, accountant and other personal advisers for these services.
You may find our firm’s Form ADV Part 2A on this website on the Disclosures page. Should any client have questions or concerns regarding this disclaimer, please contact our office directly. For additional information regarding our services or to receive a hard copy of our firm’s disclosure documents, please contact our office directly. You may also visit the SEC’s website to obtain further information on our firm or investment advisor’s registration.
Wiser Wealth Management, Inc (“Wiser Wealth”) is a Registered Investment Adviser with the SEC. Wiser Wealth does not offer legal, accounting or tax advice. Advice provided by Wiser Wealth is given only within the context of our contractual agreement with the client. The information and opinions contained in this publication have been prepared solely for informational purposes and are not a solicitation, an offer or a recommendation to buy or sell any security or instrument, or to participate in any trading strategy or activity; and are not to be relied upon in making any investment decision. You agree not to hold Wiser Wealth liable for any possible claim for damages arising from any decision you make based on information made available to you through this publication.
This publication may contain links to information contained on a third-party website. Wiser Wealth does not endorse or accept responsibility for the content of any third-party website and is not affiliated with any third-party website or social media page. Wiser Wealth does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third party websites or on social media pages. While Wiser Wealth uses reasonable efforts to obtain information from sources it believes to be reliable, the firm makes no representation that the information or opinions contained in our publications are accurate, reliable or complete. Should any client have questions or concerns regarding this disclaimer, please contact our office directly.
Our website address is: https://www.wiserinvestor.com.
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