Privacy Policy

Demland Wealth LLC (“DW”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. DW will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information.

We want clients to understand what information we collect, how we use it, and how we protect your personal information:

Why We Collect Your Information We gather information about you so that we can:

Help design and implement the investment and planning related services we provide you; and
Comply with the Federal and State laws and regulations that govern us.

What Information We Collect and Maintain We may collect the following types of “nonpublic personal information” about you:

Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.
Information that we generate to service your financial needs.
Information that we may receive from third parties with respect to your financial profile.

What Information We Disclose We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. DW may disclose client’s information: (1) to individuals and/or entities not affiliated with DW, including, but not limited to certain service providers (i.e., broker-dealer, sub-advisers, account custodian, record keeper, etc.) in furtherance of the client’s engagement with DW to service your account; (2) to your authorized representative or power of attorney; or (3) otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations. In the event that DW has a change to its client privacy policy that would allow it to disclose non-public information not covered under applicable law, DW will allow its clients the opportunity to opt-out of such disclosure.

How We Protect Your Personal Information Privacy has always been important to DW. We restrict and limit access to client information only to those who need to carry out their business functions. We safeguard client information by preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. Arrangements with companies or independent contractors not affiliated with DW will be subject to confidentiality agreements.

Former Clients Even if we cease to provide you with financial services, our Privacy Policy will continue to apply to you, and we will continue to treat your nonpublic information with strict confidentiality.

Contact Us Clients are encouraged to discuss any questions regarding privacy policies and procedures directly with Jason T. Demland, Chief Compliance Officer of DW. Please contact Jason T. Demland at (419)438-5867.

Demland Wealth LLC (“DW”) is a registered investment advisor offering advisory services in the State[s] of OH & IN and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal the performance noted in this publication.

The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Demland Wealth LLC (referred to as “DW”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

All opinions and estimates constitute DW’s judgement as of the date of this communication and are subject to change without notice. DW does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall DW be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided herein, even if DW or a DW authorized representative has been advised of the possibility of such damages. Information contained herein should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Privacy Policy

Subscribe to my newsletter