Privacy Policy

As of July 30, 2021

WPWealth LLP, as a Registered Investment Adviser, is covered under the definition of a “financial institution” under the Gramm-Leach-Bliley Act and the Securities and Exchange Commission’s (“SEC”) Privacy of Consumer Financial Information Rule (“Regulation S-P”).

WPWealth LLP respects your right to privacy. We have always been committed to securing the confidentiality and integrity of your personal information. We are proud of our privacy practices and want our current and prospective clients to understand what information we collect and how we use it.

Why We Collect Your Information

We gather information about you and your accounts so that we can:

• Know who you are and thereby prevent unauthorized access to your information
• Design and improve the products and services we offer
• Comply with federal and state laws, including tax laws and anti-money laundering laws.

What Information We Collect

We may collect the following types of ‘nonpublic personal information’ about you:

• Information about your identity, such as your name, address, and social security
• Information about your transactions with
• Information we receive from you on applications, such as your beneficiaries or
• Information provided to us via the Contact Us form located on our website.

What Sources We Use to Obtain Your Information

We collect nonpublic personal information about WPWealth LLP clients such as yourself from the following sources:

• Information we receive from you on applications or other forms
• Information about your transactions with us, our affiliates, or others

What Information We Disclose

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. Moreover, we will not release information about our clients or former clients unless one of the following conditions is met:

• We receive your prior written
• We believe the recipient to be you or your authorized
• We are required by law to release information to the

We only use information about you and your account to help us better serve your investment needs or to suggest services or educational materials that may be of interest to you.  Upon a specific written request, you have the right to review the information we have collected about you for the preceding 12-month period to ensure that it is accurate and current. You can also request corrections to any personal information maintained by us for the preceding 12-month period.

Confidentiality and Security

We adhere to strict confidentiality of all client information as required by professional standards and our firm code of conduct.  Data protection is achieved through a variety of systems and processes including encrypted laptops, remote access through a secure VPN connection, and the use of a secure portal system to transfer client information. We have implemented and monitored a variety of network security tools, such as firewalls, network intrusion systems with antivirus, and antimalware programs

Protecting Client Information

We maintain physical, electronic, and procedural safeguards to guard your personal account information. We also restrict access to your personal and financial data to authorized WPWealth LLP associates who have a need for these records. We require all nonaffiliated organizations to conform to our privacy standards and are contractually obligated to keep the information provided confidential and used as requested. Furthermore, we will continue to adhere to the privacy policies and practices described in this notice even after your account is closed or becomes inactive.

Disposing of Confidential Current and Former Client Information

We engage the services of a document destruction company for the shredding of hard copies of confidential documents and information. Additionally, we delete data files that have been retained in accordance with our record retention policy which is dictated by the Securities and Exchange Commission (SEC).

California Consumer Privacy Act (CCPA)

To review information specific to CCPA, please click here.

Children

Our website and services are not directed towards or intended for use by children, however we may collect personal information for children when we provide services to their parents or guardians. We do not sell or rent any personal information for children to third parties.

We will continue to conduct our business in a manner that conforms with our pledge to you, your expectations, and all applicable laws.

This Policy may change from time to time and we recommend that you frequently review our Policy for any updates. This Privacy Notice replaces any previous notices provided to you by us about the privacy, security, and protection of your information. We reserve the right to amend this notice as we deem necessary or appropriate due to legal requirements or changes in our business practices.  We will notify you of any changes to our Privacy Notice as required by law.

If you have any questions about the privacy, security and protection of your information, you may email: Privacy@WPWealth.com or call 877.695.3131.

WPWealth LLP