Privacy Policy

Wellsage Wealth Management values the trust you place in us and is committed to safeguarding your personal information. We collect and maintain non-public personal information solely to deliver advisory services, manage accounts, and comply with legal and regulatory requirements.

NOTE: nothing in the following terms automatically creates a fiduciary or advisor-client relationship between Wellsage and the reader.

A. Information We Collect

In the course of providing services to Clients, including during the onboarding process but also in formulating appropriate investment strategies, we must collect sensitive data. We may collect information such as:

  • Driver’s license number, social security numbers and/or taxpayer identification numbers

  • Income, net worth, and financial account balances

  • Investment activity, including relevant transaction history, experience and investment objectives

  • Tax and estate planning documents

  • Contact details (name, address, phone number, email)

We also receive information from custodians, account applications, and other service providers necessary to fulfill our advisory obligations.

B. How We Use Your Information

After collecting your data it is utilized in our processes and systems for various purposes, related to our advisory services and compliance and regulatory requirements. Your information is used for:

  • Providing investment advisory and financial planning services

  • Maintaining accounts and processing transactions

  • Meeting regulatory and compliance requirements

We do not sell your information or use it for marketing purposes.

C. Disclosure of Information

Wellsage takes the sensitivity of Client information very seriously. Wellsage does not disclose client information to unaffiliated third parties except:

  • As required by law or regulation

  • At your written direction or with your written consent

  • Only as necessary to provide services through custodians, technology providers, or other service partners*

All third-party service providers engaged by Wellsage are required to maintain strict confidentiality and security standards.

D. Safeguards and Security

We maintain robust physical, electronic, and procedural safeguards to protect your information, including:

  • Secure office environment with keyed locks and encrypted data storage

  • Regular staff training on privacy and cybersecurity obligations

Our technology vendors adhere to industry standards for data protection and secure transmission.

E. Client Rights

Wellsage Clients have the right to:

  • Request a copy of our current Privacy Policy at any time

  • Ask questions about how your information is collected, used, and protected

  • Receive advance notice of any material changes to our privacy practices

Clients receive this Privacy Policy upon establishing a relationship with Wellsage and annually thereafter. Wellsage will provide customers with update customers in advance if its privacy policies are expected to change. Questions may be directed to David Adamse, Principal & Chief Compliance Officer, at (248) 781-4996.

* Mobile opt-in data is not shared with third parties but is retained by Wellsage Wealth for internal documentation purposes and as necessary under applicable laws and regulations.