Privacy Policy

Effective Date: 1/15/2025

Reliant Wealth Advisory, LLC ("we," "our," or "us") is committed to protecting the privacy and confidentiality of personal information. This Privacy Policy explains how we collect, use, safeguard, and disclose information in connection with our website and investment advisory services. Clients receive a more detailed privacy policy as part of the onboarding process.

Information We Collect

We collect personal information necessary to provide investment advisory and financial planning services, including:

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

  • Financial and account information (assets, income, investment objectives, risk tolerance)

  • Information received from custodians, financial institutions, and service providers

  • Limited website usage data (such as IP address and browser type)

Information is obtained directly from you, from documents you provide, from third-party service providers, or through normal website interactions.

How We Use Information

We use personal information only for legitimate business and regulatory purposes, including:

  • Providing investment advisory and financial planning services

  • Opening, maintaining, and servicing client accounts

  • Communicating with clients

  • Meeting legal, regulatory, and compliance obligations

We do not sell, rent, or trade personal information.

Information Sharing

We share personal information only as permitted by law and only when necessary, including with:

  • Custodians and financial institutions to administer client accounts

  • Third-party service providers that support our operations

  • Regulatory or legal authorities when required

All third parties are required to maintain appropriate confidentiality safeguards.

Data Security

We maintain administrative, technical, and physical safeguards designed to protect personal information, including secure systems, access controls, and regular review of our security practices. No system can be guaranteed to be completely secure.

Record Retention

We retain personal information for as long as necessary to provide services and to comply with applicable regulatory recordkeeping requirements.

Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

Contact Information

If you have questions about this Privacy Policy or our privacy practices, please contact:

Reliant Wealth Advisory, LLC
Michael Walstedt
michael@reliantwealthadvisory.com
201-953-6574