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LWP Privacy Policy

Lifestyle Wealth Partners, LLC recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Lifestyle Wealth Partners, LLC will not disclose your personal information to any non-affiliated persons unless it is required by law or at your direction.
This Privacy Notice (“Notice”) explains the types of personal information (as defined below) that we collect, how we use it, who we share it with, how we protect it, and your legal rights. Please read the following carefully as it explains our views and practices regarding your personal information and how it is handled. By using our Website (the “Website”), you acknowledge you have read and understood this Notice. Clients of Lifestyle Wealth Partners will be provided with this Notice at the outset of the client-relationship, along with annual updates, as required by applicable law.
For purposes of this Notice, “Personal Information”, means information that (either in isolation or in combination with other available information) enables you to be identified as an individual or recognized directly or indirectly, in particular by reference to, among other things, an identifier such as name, identification number, location data, and any online identifier. It would not include aggregate or deidentified information or various types of publicly available information. With respect to Lifestyle Wealth Management (“LWP” or the “Firm”) clients, personal information includes, among other things, personal financial information that is not publicly available, such as account balances, social security numbers, and net worth.
We will not sell your personal information.

Why We Collect Your Information

We gather information about you so that we can:
  • Help design and implement the investment and planning related services we provide you; and
  • Comply with the Federal and State laws and regulations that govern us.

Legal Basis Relied On For Collecting Personal Data

Consent
We can collect and process your data with your consent.
For example, where you have provided us with your email address to receive information about our services, we will use this information in order to effectively deliver and communicate this information.
Contractual Obligations
We (or a third-party service provider such as a Custodian) need your personal information to comply with our contractual obligations to you as a client.
Legal Compliance
If the law requires us to, we may need to collect and process your personal information. For example, we can pass on details of people involved in fraud or other criminal activity affecting us to applicable law enforcement.
Legitimate Interest
We may require your personal information to pursue our legitimate interests in a way which might reasonably be expected as part of running our business and which does not materially impact your rights, freedom or interests.
For example, it is in our legitimate interests to ensure that content from the Website is presented in the most effective manner for you and your computer and that we provide you with the information, products and services that you request from us.

What Information We Collect and Maintain

We may collect the following types of “nonpublic personal information” about you:
  • Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and
  • Information that we generate to service your financial needs.
  • Information that we may receive from third parties with respect to your financial profile.
  • If you open a discretionarily managed account and enter into a wealth advisory agreement with LWP, we collect the following types of personal information: ▪ Full name; ▪ Aliases, former names (such as maiden names); ▪ Residential address; ▪ Social security number; ▪ Date of Birth; ▪ Email address; ▪ Phone number; ▪ Income and assets; ▪ Account balances and transaction history; and ▪ Debt and risk tolerances.
      • We also all collect some of this information from prospective clients that are considering our advisory services.
  • We allow our affiliates and third-parties to collect certain personal information when you visit our Website. They may utilize cookies, pixels, beacons, or other technologies to collect and use information about you during your visit to this and other websites. We have also engaged third-party companies to process information about our users on our behalf, to help us improve our Website and find prospective investors. These companies will combine our data about how you visit our Website with information that they have collected from outside our Website and provide it to us (and only us) so that we can optimize your experience on our site across devices and based on your interests.
      • To learn more about this behavioral advertising, including information on how to opt-out, please visit the Google Analytics opt-out program to learn how to opt out of having your information collected in browsers for ad serving purposes. For more information on Google’s privacy practices for Google Analytics, please visit https://support.google.com/analytics/answer/6004245 & “How Google uses data when you use our partners’ sites or apps” located @www.google.com/policies/privacy/partners.
  • While on the Website, we may automatically log certain information about how you’re using our Website. This information may include the URL that you just came from, your IP address (or a partially anonymized IP address) and the pages you visit while on our Website.
      • We may place a pixel on pages on our Website, or pages of third-parties where we have advertisement. This enables us to record in our server logs that a specific user ID has visited a particular page or advertisement. This data allows us to analyze and determine our audience’s behavioral characteristics, which helps us to optimize our Website and marketing focus. We may also collect personal information from other publicly or commercially available sources.
      We also obtain information about you when you voluntarily fill out certain forms on the Website. This may include your first and last name, email address, and phone number.

What Information We Disclose

We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm or independent contractors hired by Lifestyle Wealth Partners, LLC.
“Opting-Out” of Third Party Disclosures: If you do not want your Financial Planner/Financial Adviser to retain copies of your client sensitive information when he or she leaves us to join another firm, you may contact us by calling 715.419.6399.
Otherwise, Lifestyle Wealth Partners, LLC will not disclose any personal information about you or your account(s) unless one of the following conditions is met:
  • We receive your prior written consent; or
  • We have documentation that the recipient is your authorized representative; or
  • We are required by law to disclose information to the recipient
Arrangements with companies or independent contractors not affiliated with Lifestyle Wealth Partners, LLC will be subject to confidentiality agreements.

Opt-Out Notice

If you wish us to stop sharing your information in certain circumstances, such as with third party entities for marketing and advertising purposes, please call us at: 715.419.6399 or email us at info@lifestylewealth.partner
You may also opt out of our marketing emails by clicking the “unsubscribe” link found at the bottom of these emails. Please note we reserve the right to share your information as described herein for business and operational purposes. This includes sharing information with your custodian or other third parties we contract to assist in the management of your accounts.

How We Protect Your Personal Information

Privacy has always been important to Lifestyle Wealth Partners, LLC and we are committed to protecting your Personal Information. All Personal Information that we collect or that you provide to us is stored on cloud servers provided by our technology or custodial partners like Google, Notion, Schwab, Altruist, etc. We restrict and limit access to client information only to those who need to carry out their business functions. We educate employees about safeguarding client information and preventing its unauthorized access, disclosure, or use. Employees will be required to acknowledge their acceptance and understanding of the privacy policy in writing. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.While we do our best to protect your Personal Information, we cannot ensure or warrant the security of any information you transmit to us, and you do so at your own risk. Unfortunately, the transmission of information via the internet is not completely secure.
Our Website may, from time to time, contain links to external sites (including our social media pages). We are not responsible for the privacy policies or the content of such sites.

How Long We Keep Your Information

To the extent permitted by applicable law, we retain Personal Information we obtain about you as long as: (1) it is needed for the purposes for which we obtained it, in accordance with the provisions of this Notice or (2) we have another lawful basis for retaining the data beyond the period for which it is necessary to serve the original purpose for collecting the data. We may also retain aggregate information beyond this time for research purposes and to help us develop and improve our services. You cannot be identified from aggregate information retained or used for these purposes.

Users Age 13 & Under

Protecting the safety of children when they use the internet is important to us.
The Website is intended for use only by persons who are at least 13 years of age. By using the Website, you confirm to us that you meet this requirement. If you are aged 13 or under, please get your parent/guardian’s permission beforehand whenever you provide Personal Information to our Website. Users without this consent are not allowed to provide us with Personal Information. If you are under the age of 13, your parent or guardian must consent on your behalf where we ask for consent in relation to the use of your Personal Information.

Right To Lodge Complaints

We are transparent about the ways in which we collect and use Personal Information and welcome your questions and concerns. If you have any concern or complaint about the way we handle your Personal Information, please contact us as described below. To the extent you believe we have not addressed your concerns or otherwise choose to do so, you have the right to lodge a complaint with a supervisory authority in the country where you reside and/or the United States. You may contact the US Federal Trade Commission regarding your concerns. For more information, please see https://reportfraud.ftc.gov/#/

Changes to this notice

We may amend this Notice from time to time. If we make any substantive changes to this Notice, we’ll announce it on our Website and notify clients by email.
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