Legal Disclosures & Privacy Notice
Important information about our services and your rights.
Legal Disclosures and Terms of Use
Wealth Foundations Partners is an investment adviser registered with the State of Utah. Registration does not imply a certain level of skill or training. The information on this website is for informational purposes only and does not constitute investment, legal, or tax advice, nor an offer to sell or a solicitation of an offer to buy any security or investment product. Past performance is not a guarantee of future results. All investments involve risk, including the loss of principal. While we strive to provide accurate information, we do not warrant the completeness or accuracy of the content, which may change without notice. Wealth Foundations Partners shall not be liable for any losses or damages arising from reliance on the information provided. We are only authorized to transact business in states where we are registered or exempted from registration.
Important Investment Information
- Risk Disclosure: All investments involve risk, including the potential loss of principal invested. Past performance does not guarantee future results.
- Fiduciary Standard: As a Registered Investment Adviser, we are held to a fiduciary standard and are committed to acting in your best interest.
- State Registration: We are registered with the State of Utah and authorized to conduct business in states where registered or exempt from registration.
Privacy Notice
At Wealth Foundations Partners, we are committed to protecting the privacy and security of your personal information. This notice describes how we collect, use, and safeguard the information you provide to us.
Information We Collect
We collect personal information that you voluntarily provide to us, such as your name, email address, phone number, and financial information necessary to provide our advisory services. We may also collect information automatically through cookies and similar technologies when you visit our website.
How We Use Your Information
We use the information we collect to provide our investment advisory services, communicate with you about your account, respond to your inquiries, and improve our services. We do not sell your personal information to third parties.
Information Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.
Your Rights
You have the right to access, correct, or delete your personal information. To exercise these rights or if you have questions about our privacy practices, please contact us using the information below.
Questions or Concerns?
If you have any questions about these disclosures or our privacy practices, please contact us:
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