Privacy Policy

Your Privacy is Our Priority

At Wealth Management Solutions LLC, we value the confidence you have placed in us. In trusting us with your assets, you provide us with personal and financial data.  Wealth Management Solutions LLC is committed to maintaining the confidentiality of the personal non-public information ("personal information") entrusted to us by our customers. Your privacy is very important to us, and we are dedicated to safeguarding your personal information as we serve your financial needs.

Our Privacy Policy

We believe you should know how we collect and protect your personal information. This Privacy Policy ("Policy") describes our practices and policy for collecting, sharing and protecting the personal information of our prospective, current and former customers. The Policy is applicable to Wealth Management Solutions LLC.  We are proud of our Policy and hope you will take a moment to read about it.

Information We Collect

The type of personal information we collect and use varies depending on the products or services you select.  We collect personal information that enables us to serve your financial needs, develop and offer new products and services, and fulfill legal and regulatory requirements. Depending on the products or services you request, we obtain personal information about you from the following sources:

Sharing of Personal Information


We may share your personal information with our affiliates so that they may process and service your transactions.  However, Wealth Management Solutions LLC never sells customer lists to any third party.  Further, we do not disclose personal information to nonaffiliated third parties, except as required by law or as permitted by law to service your account, such as follows: