There are no warranties implied.
Apogee Wealth Management (AWM) is a registered investment adviser located in Northville, MI. AWM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. AWM’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of AWM’s website on the Internet should not be construed by any consumer and/or prospective client as AWM’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by Apogee Wealth Management with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Apogee Wealth Management, please contact the state securities regulators for those states in which AWM maintains a registration filing. A copy of Apogee Wealth Management’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from AWM upon written request. AWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to AWM’s website or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only, and all users should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through Apogee Insurance Services, LLC (AIS) and individually licensed and appointed insurance agents.
PRIVACY POLICY
Investment advisers are required by law to inform their clients of their policies regarding the privacy of client information. We are bound by professional standards of confidentiality that are even more stringent than those required by law. Federal law gives the customer the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information.
If you consent to receive SMS from Apogee Wealth Management, you agree to receive conversational SMS from us. Reply STOP to opt out; Reply HELP for support; Message & data rates may apply; Messaging frequency may vary.
Introduction: At Apogee Wealth Management, we are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data.
Types of Information Collected: We may collect your name, email address, phone number, and other relevant contact details.
How Information is Collected: We collect data through our website forms, including our Contact Us and event registration pages.
Purpose of Data Collection: We use this information to respond to inquiries, provide services, and offer relevant updates or promotions.
Data Security Measures: We use industry-standard security measures, including SSL encryption and secure servers, to protect your data.
Data Sharing: We do not sell or rent your information. We only share data with trusted third parties for essential business functions, with proper safeguards in place.
User Rights: You may request to review, correct, or delete your personal information at any time by contacting us.
Contact Information: If you have questions or concerns about this policy, please contact us at info@apogee-wealth.com or call 248-686-1858.
SMS Consent: Phone numbers collected for SMS purposes will not be shared with third parties. You may opt out at any time by replying STOP.
TYPES OF NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT
We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or Information. When you are no longer our customer, we may continue to share your information only as described in this notice.
PARTIES TO WHOM WE DISCLOSE INFORMATION
All Investment Advisers may need to share personal information to run their everyday business. In the section below, we list the reasons that we may share your personal information:
- For everyday business purposes – such as processing your transactions, maintaining your account(s), responding to court orders and legal investigations, or reporting to credit bureaus;
- For our marketing – to offer our products and services to you;
- For joint marketing with other financial companies;
- For our affiliates’ everyday business purposes – information about your transactions and experiences and information about your creditworthiness or
- For non-affiliates to market to you.
If you are a new customer, we may begin sharing your information on the day you sign our agreement. When you are no longer our customer, we may continue to share your information as described in this notice.
However, you can contact us at any time to limit our sharing.
By subscribing to SMS communications from Apogee Wealth Management, you agree to receive text messages related to:
Appointment confirmations, scheduling, or rescheduling
Event registrations and reminders
General account and service-related communication
You may receive up to 5 messages per week. Message frequency may vary depending on your activity and preferences.
Standard message and data rates may apply.
To opt out of SMS messages at any time, reply STOP.
For assistance, reply HELP or contact us at:
Phone: (248) 686-1858
Email: info@apogee-wealth.com
Website: www.apogee-wealth.com
For more information on how your data is collected and used, please review our Privacy Policy.
PROTECTING CONFIDENTIALITY OF CURRENT AND FORMER CLIENT’S INFORMATION
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and buildings.
FEDERAL LAW GIVES YOU THE RIGHT TO LIMIT SHARING – OPTING OUT
Federal law allows you the right to limit the sharing of your NPI by “opting out” of the following: sharing for affiliates’ everyday business purposes – information about your creditworthiness or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.
DEFINITIONS
Affiliates – companies related by common ownership or control. They can be financial and non-financial companies;
Non-affiliates – companies not related by common ownership or control. They can be financial and non-financial companies;
Joint marketing – a formal agreement between non-affiliated financial companies that together market financial products or services to you.
Please call if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.