Journey Wealth is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Journey Wealth and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Journey Wealth unless a client service agreement is in place.
Privacy Policy Disclosure
Thank you for your decision to invest with Journey Wealth Management, LLC (“Journey”). Journey respects your privacy and only collects the information we need to service your account and administer our business. We are committed to keeping your information confidential and we place strict limits and controls on the use and sharing of your information.
What does JOURNEY do with your personal information? As a registered adviser, JOURNEY must comply with SEC Regulation S-P, which requires registered advisers to adopt policies and procedures to protect the nonpublic personal information of natural person consumers and customers and to disclose to such persons, policies and procedures for protecting that information.
What types of information does JOURNEY collect?The types of nonpublic personal information we collect and share depend on the product or service you have with us. This information can include:
- Information we receive from you through applications or other forms, correspondence, or conversations, including, but not limited to, your name, address, phone number, social security number, assets, income and date of birth
- Information about your transactions with us, our affiliates, or others, including, but not limited to, your account number and balance, payment history, parties to transactions, cost basis information, and other financial information.
How does JOURNEY protect your information? To fulfill our privacy commitment we have instituted firm-wide practices to safeguard your personal information:
- We maintain physical, electronic, and procedural safeguards to protect your nonpublic personal information, to ensure that we are complying with our own policy, industry practices, and federal regulations.
- We restrict access to nonpublic personal information about you to authorized employees who need the information to administer your business.
- We do not disclose nonpublic personal information about our current or former clients to nonaffiliated third parties, except in the following circumstances:
- As necessary to provide the service that the client has requested or authorized, or to maintain and service the client’s account
- As required by regulatory authorities or law enforcement officials
- To the extent reasonably necessary to prevent fraud and unauthorized transactions.
- Upon consent from the client.
- We do not participate in third party services that may collect personally identifiable information about your online activities over time or across different websites when using our website.
- We do not respond to browsers “do not track” signals or other mechanisms regarding the collection of personally identifiable information about your online activities over time or across different websites when using our website.
- Should your relationship end with Journey, your nonpublic personal information will remain protected in accordance with our privacy practices outlined in this policy.
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No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties
Annually, we provide a copy of our Privacy Policy Disclosure to clients.
General Notice to Users:
While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.
Hyperlinks:
Journey Wealth provides links for your convenience to websites produced by other providers or industry-related material. Accessing websites through links directs you away from our website. Journey Wealth is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third-party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.