A Fee-Only Registered Investment Advisor
We collect nonpublic personal information about our clients from the following sources:
- Information we receive from you on applications and other forms
- Information about your transactions through us or others
- Information we receive from a consumer reporting agency
We may disclose all of the information we collect, as described above, to unaffiliated third parties that perform services on our behalf for your accounts.
Weydert Wealth Management restricts access to your personal information and your account information to employees who need to know that information to provide services to you. We maintain physical, electronic and procedural safeguards to guard your nonpublic personal information.
If you become and inactive customer or close your account(s) we will adhere to the privacy policies and practices as described in this notice.
Links to Other Websites Disclaimer:
This site may provide, or third parties may provide, links to other Websites or resources. Weydert Wealth Management has no control over such sites and resources, is not responsible for their availability, does not endorse and is not responsible or liable for any content, advertising, products, or other materials on or available from them. Weydert Wealth Management is not responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with the use of such sites or resources. Your use of such sites or resources shall be subject to the terms and conditions set forth by them.
Weydert Wealth Management makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance or any information prepared by any unaffiliated third party, whether linked to the Website or incorporated therein. All such information is provided solely for convenience and all users should be guided accordingly.
Weydert Wealth Management Website:
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.
Different types of investments involved varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's or prospective client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advise from the adviser or any other investment professional.
Historical performance results for investment indexes categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have effect of decreasing historical performance results.
Weydert Wealth Management's principal adheres to the following fiduciary oath administered by NAPFA, the industry association which regulates the term Fee-Only:
"The advisor shall exercise his/her best efforts to act in good faith and in the best interest of the client. The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise the impartiality or independence of the advisor.
The advisor, or any party in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product. The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client's business.
What the Fiduciary Oath means to the client:
- The advisor shall always act in good faith and with candor.
- The advisor shall be proactive in disclosure of any conflicts of interest that may impact the client.
- The advisor shall not accept any referral fees or compensation that is contingent upon the purchase or sale of a financial product."
Disaster Recovery Plan
Weydert Wealth Management has taken steps to mitigate business disruptions in the event of an unforeseen disaster. Whether environmental, organized, equipment, utility, security, or transportation related, our office has taken steps to minimize the impact these events would cause on our day-to-day operations. Thanks to technology and the web-based nature of nearly all of our software, data files, and tools, we are largely indifferent to the location we operate from. We maintain our own redundant back up to all of our electronic data to further mitigate the chance of disruption.
In the event of a emergency that may cause a business disruption we will contact you. However, you may also contact us via email at: [email protected]
While our disaster recovery plan attempts to deal with a variety of emergency scenarios, any specific response will be highly dependent upon the circumstances surrounding the event. Our plan is subject to modification at any time and updates will be posted to our website as necessary. To the extent possible, Weydert Wealth Management is committed to doing business during any emergencies or outages and to regularly update you regarding any disruption.
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