Our Privacy Policy

What Perspective Wealth Partners Does With Your Personal Information

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Date of Birth
  • Address
  • Phone numbers
  • Social Security number
  • Financial information
  • Investment holdings, investment experience and account transactions
  • Financial goals and financial history

When you are no longer our customer, we continue to share your information as described in this notice.

All financial companies need to share clients’ personal information to run their everyday business. In the section below we list the reasons financial companies can share their clients’ personal information, the reasons Perspective Wealth Partners chooses to share, and whether you can limit this sharing.

Reasons we can share your personal information
For our everyday business purposes — such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
For our marketing purposes — to offer our products and services to you
For joint marketing with other financial companies
For our affiliates’ everyday business purposes — Information about your transactions, experiences, and creditworthiness
For nonaffiliates to market to you
Does Perspective Wealth Partners share?
Yes
Yes
No
No
NO
Can you limit this sharing?
No
No
We Don't Share
We Don't Share
We Don't Share
Who we are
Who is providing this notice?
Perspective Wealth Partners
What we do
How does Perspective Wealth Partners protect my personal information?
How does Perspective Wealth Partners collect my personal information?
Why can’t I limit all sharing?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards, in addition to secured files and buildings. We also restrict access to your personal information to those individuals who need to know the information to provide services and/or products to you.
We collect your personal information when you: Open an account or deposit funds; Receive financial planning services; Seek advice about investments
Federal law gives you the right to limit: Sharing for affiliates’ everyday business purposes —information about your creditworthiness; Affiliates from using your information to market to you; Sharing for nonaffiliates to market to you. State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.
Definitions
Affiliates
Nonaffiliates
Joint marketing
Companies related by common ownership or control. They can be financial and nonfinancial companies. We have no affiliates.
Companies not related by common ownership or control. They can be financial and nonfinancial companies. Our nonaffiliated business partners include our custodian, Charles Schwab, Redtail Technology, and Orion Portfolio Management
A formal agreement between nonaffiliated financial companies that together market financial products or services to you. We do not have any such agreements in place
Other Important Information
Consumers may opt in by initiating an SMS conversation or by verbally agreeing to have conversations with us via SMS. Consumers may then opt-out at any time and are presented with opt-out instructions upon initial SMS Communication. You may have additional privacy protections under applicable state laws. To the extent additional state laws apply, we will comply with those laws when we share information about you and in some cases may be limited by you.roviding this notice? Questions? Contact Perspective Wealth Partners | 208-429-0960