Privacy Policy

Effective Date: January 24, 2022

Our Commitment to You

Wealthramp, Inc. (“Wealthramp” or the “Advisor”) is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described here in our Privacy Policy (“Policy”). Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything that we can to maintain that trust. Wealthramp (also referred to as "we", "our" and "us”) protects the security and confidentiality of the personal information we have and implements controls to ensure that such information is used for proper business purposes in connection with the management or servicing of our relationship with you.

Wealthramp does not sell your non-public personal information to anyone. Nor do we provide such information to others except for discrete and reasonable business purposes in connection with the servicing and management of our relationship with you, as discussed below.

Wealthramp limits the information we collect to the name, contact information and general information regarding goals and objectives. Wealthramp does not collect non-public, personally-identifiable information or account information.

How do we protect your information?

To safeguard your information from unauthorized access and use we maintain physical, procedural and electronic security measures. These include such safeguards as secure passwords, encrypted file storage and a secure office environment. Our technology vendors provide security and access control over personal information and have policies over the transmission of data. Our associates are trained on their responsibilities to protect Client information. We require third parties that assist in providing our services to you to protect the personal information they receive from us.

Marketing Purposes

Wealthramp does not disclose, and does not intend to disclose your information with non-affiliated third parties to offer you services, except for the matching services we provide. Please see the Terms of Use for additional information.

Any Questions?

You may ask questions or voice any concerns, as well as obtain a copy of our current Privacy Policy by contacting us.