Our Policy
Patterson Wealth Management Group, LLC takes privacy very seriously. We hold all nonpublic personal information provided to our firm in strict confidence. We require your specific permission before we will discuss your affairs with anyone external to the firm. The following describes how we protect nonpublic personal information we obtain.

Information We Obtain
Nonpublic personal information we obtain depends upon the scope of financial services provided by Patterson Wealth Management Group, LLC (PWMG). This information may include: Information provided in personal interviews or on applications or related forms—for example, name, age, Social Security number and net worth. Third-party reports, such as consumer credit history, medical information and/or demographic information, Estate planning information, investment and other financial transaction information.

How Your Information Is Used
We do not disclose information to nonaffiliated third parties except as permitted by law, or in carrying out the services for which you retained us. We do not sell customer lists or provided personally identifiable information to mailing list vendor or marketers. We only share an individual's nonpublic personal information with non-affiliated individuals and companies with the opt-in consent or at the direction of the client, or when necessary to effect, administer or enforce a transaction that the individual requests or authorizes such as electronically filing your tax return. We also may be required by law or regulation to disclose information to third parties—for example, in response to a subpoena, to prevent fraud and/or to comply with rules of, or inquires from industry regulators.

Access and Retention
We limit access to information to only those employees who have a business or professional reason for knowing it, and only to nonaffiliated parties as permitted or required by law. We will maintain your files, with your data, as long as you are a client, and for as long thereafter as may be required by law. After this required period of retention, all such information will be appropriately destroyed.

We maintain a secure physical office and our computer network is protected by a security firewall, passwords and in some cases encryption to ensure that your information is not placed at unreasonable risk. We limit nonpublic personal information only to those employees, associates, agents and other individuals who may need it to do their jobs. PWMG personnel are required to review, sign and enforce PWMG's privacy policy and procedures and respect the confidentiality of all customer information.

Online Privacy
When you visit our website, www.pwmg-llc.com, no personally identifiable information about you will be collected by us without your knowledge. The only information we may collect from your visits is some information regarding:

  • the referring domain from which you connect to our website. This information is not used to identify individuals. We also collect information you provide to us via email or electronic forms you complete. Information you provide via email and electronic forms falls under the privacy policy outlined above. This privacy policy does not apply to websites operated by third parties that you may access through links from our website. If you would like information regarding the collection, retention and use of information through these third party websites, you should visit the website in question or contact the operator of the site.

  • Online Appointments
    In order to use our online appointment feature, a user must first complete a registration form. During registration a user is required to give certain information (such as name and email address). This information is used to contact you about the products/services on our site in which you have expressed interest.

  • Links To Other Sites
    Links are provided on this website as a convenience and do not imply Patterson Wealth Management Group, LLC sponsorship or approval of any of these sites. When you access one of these websites you are leaving the Patterson Wealth Management, LLC website.

  • PWMG recognizes and respects the privacy of our clients. We want our clients to understand our commitment to privacy in our use of client information. As a result of our commitment, we have developed these Privacy Principles which are made readily available to our clients. If you have any questions or comments regarding our privacy policies and procedures, please contact us via email or at 888-366-3330.

  • Access to and Control Over Information
    You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website: See what data we have about you, if any, change/correct any data we have about you, and express any concern you have about our use of your data. The laws that regulate PWMG, including tax and securities laws, require PWMG to retain certain customer and client information for statutory periods.

  • Important Disclosures
    This website is for general informational purposes only. It does not constitute a complete description of our financial services or performance. We are not intending to render or offer to render personalized financial advice or any other personalized service through this medium. In this regard, please seek the advice of professional, as appropriate, regarding the evaluation of any specific information, opinion or advice or other content. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding the market or other financial information, is obtained from sources which we believe reliable, but we do not warrant or guarantee the timeless or accuracy of the information. Nothing on the website should be interpreted to state or imply that past results are an indication of future performance. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any linked website.

  • Copyright
    Material published on this website, including articles, photographs, graphics and other content is copyrighted by Patterson Wealth Management Group, LLC or by other information providers who have licensed their content for use on this website. The entire contents of the website are also copyrighted as a collective work under the United States copyright laws. You cannot reproduce, republish or redistribute any material on this website without the written consent of the copyright owner.
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