Wellings Wealth Care

 Wellings & Co

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Privacy Policy

CPAs and Financial Advisors like all providers of personal financial services are now required by law to inform their clients of their policies regarding privacy of client's information. CPAs and Financial Advisors have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your rights to privacy.

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided by you or obtained by us with your authorization to prepare your personal income tax returns and provide personal financial planning for you.

Parties to Whom We Disclose Information

We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law.

Protecting the Confidentiality and Security of Non public Personal Information

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and in some cases to comply with professional guidelines. We restrict access to nonpublic personal information about you to our employees and in limited situations to unrelated third parties who need to know that information to assist us in providing services to you. In order to guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.

Please call if you have any questions.


Securities Offered Through 1st Global Capital Corp., Member FINRA/SIPC
Investment Advisory Services offered through 1st Global Advisors, Inc.
Placing business through 1st Global Insurance Services, Inc. CA Insurance #0D71784
I am currently licensed to offer securities in the States of CA, FL, IA, NV, OR, TN, TX, and WA.

This is not an offer to sell securities in any other State or jurisdiction.


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