Privacy Policy

Effective Date: 05/01/2025

Northern Way Wealth Management (“we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, and protect your information.

Information We Collect:

  • Name, phone number, email address, and other information you provide.

 

How We Collect Information:

  • Information submitted through forms on our website.
  • Information provided during communications or transactions.

 

Purpose of Data Collection:

  • To provide services, updates, and communications, including SMS text messages if you opt in.

 

Data Security Measures:

  • We use industry-standard methods to protect your information against unauthorized access.

 

Sharing of Information:

  • We do not sell, rent, or share your personal information with third parties for their marketing purposes.
  • We do not share SMS consent or phone numbers with third parties.

 

Your Rights:

  • You may request access to, update, or delete your personal information by contacting us.

 

SMS Communications:
If you opt in, you agree to receive SMS communications from us. Message frequency may vary. Standard message and data rates may apply.
You may opt out anytime by texting “STOP” or request assistance by texting “HELP.”

Contact Information: If you have questions about this Privacy Policy, contact us at:

  • (715) 551-4181

 

Thank you for trusting Northern Way Wealth Management.

A reliable path to a successful retirement. It’s the Northern Way.

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