Disclosures

PRIVACY POLICY

Investment advisors, like all providers of personal financial services, are required by law to inform their clients of their policies regarding privacy of client information. Investment advisors have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, The Wealth Fitness Group, LLC (“we”) will always protect your right to privacy.

Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.

The categories of nonpublic personal information that we collect from a client depend upon the scope of the client engagement. It could include information about your personal finances, information about your health to the extent that it is needed for the planning process, information about transactions between you and third parties, and information from consumer reporting agencies.

Parties to Whom We Disclose Information
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law or authorized by you. Permitted disclosures for instance include providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.

We limit access to information only to those who have a business or professional reason for knowing, and only to nonaffiliated parties as permitted by law or authorized by you. We will also make information available to family members or others but only with your written request.

We never provide your personally identifiable information to mailing list vendors or solicitors under any circumstance.

Protecting the Confidentiality and Security of Current
and Former Client’s Information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs in the future and in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards and State law.

Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

COMPLIANCE DISCLOSURE

The content of this website is for information purposes only. Nothing on this website is intended to be tax or legal advice. Opinions expressed herein are solely those of The Wealth Fitness Group, LLC. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Links to other websites should not be construed as a recommendation. The Wealth Fitness Group, LLC is not responsible for the accuracy of information on any such website.

All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-Only financial planning and investment advisory services are offered through The Wealth Fitness Group, LLC, a registered investment advisory firm in the state of California. The presence of this website on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of California. We are legally empowered to provide investment advisory services only to residents of California.

A copy of Part II of Form ADV is available upon request.

COPYRIGHT NOTICE

This website and the content on this website are owned by The Wealth Fitness Group, LLC or its affiliations and are protected by the Copyright laws of the United States of America, 17 U.S.C. §§ 101 et seq., and may be protected by the copyright laws of other countries and jurisdictions as well. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner.

In addition, the names, copyrights, trade names and/or trademarks of third parties, including clients and affiliates of The Wealth Fitness Group, LLC may appear on this website from time to time. All such names, copyrights, trade names and trademarks are proprietary to their respective owners, and may be used only with the permission of their respective owners.