Privacy Policy
What Does Strategic Wealth Partners Do With Your Personal Information?
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Social Security number and account balances
- Assets and income
- Investment experience and risk tolerance
When you are no longer our customer, we continue to share your information as described in this notice.
How?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons SWP chooses to share; and whether you can limit this sharing.
Reasons We Can Share Your Personal Information
| Reasons we can share your personal information | Does SWP share? | Can you limit this sharing? |
|---|---|---|
| For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus | Yes | No |
| For our marketing purposes – to offer our products and services to you | Yes | No |
| For joint marketing with other financial companies | Yes | No |
| For our affiliates’ everyday business purposes – information about your transactions and experiences | No | We don’t share |
| For our affiliates’ everyday business purposes – information about your creditworthiness | No | We don’t share |
| For our affiliates to market to you | Yes | Yes |
| For nonaffiliates to market to you | No | We don’t share |
To Limit Our Sharing
Call us at 216-800-9000
Please note: If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.
Who Are We
Who is providing this notice?
Strategic Wealth Partners, Ltd. (“Strategic Wealth Partners” or “SWP”)
What We Do
How does SWP protect my personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
To protect you from “phishing” and other fraudulent activities, we will never request that you provide personal information to us via unsolicited e-mails, text messages or pop-up windows.
How does SWP collect my personal information?
We collect your personal information, for example, when you:
- Enter into an investment advisory contract
- Make a wire transfer or tell us where to send the money
- Open an account or make deposits or withdrawals from your account
- Provide consent to receive text messages
Why Can’t I Limit All Sharing?
Federal law gives you the right to limit only:
- Sharing for affiliates’ everyday business purposes – information about your creditworthiness
- Affiliates from using your information to market to you
- Sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
Text Messaging
We may use your mobile phone number to send you text messages related to appointment reminders and scheduling notifications, customer service responses, and general communications regarding your account. Message and data rates may apply. Message frequency varies. Reply STOP to opt out at any time. Reply HELP for help.
We do not sell, rent, or share your SMS/text message opt-in data or consent with any third parties for marketing or promotional purposes. SMS data may only be shared with service providers as necessary to deliver text messages.
To opt out of text messages, reply STOP to any message at any time. You will receive one final message confirming your opt-out status.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
- Our affiliates include Strategic Wealth Planners, LLC.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- SWP does not share with nonaffiliates so they can market to you.
Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- Our joint marketing partners include an insurance agency and providers of legal services
Questions?
Call us at 216-800-9000
Rev. 09/2026