Privacy Policy

Your Privacy Matters to Us
‍At Watershed Wealth, we prioritize your privacy. This page explains how we protect and use the information you share with us.

Why We Collect Your Information
We collect certain information to better serve your financial needs and ensure compliance with federal and state laws. This includes information such as your name, address, social security number, and financial details.

What Information We Collect
- Information You Provide: Details you share with us during consultations, like your personal and financial situation.
- Information We Generate: Data created while working with you, to support your financial planning.
- Information from Others: Details we receive from trusted third parties, like banks or accountants, to help us serve you more effectively.

When We Share Your Information
We keep your information private and only share it when necessary to support your financial goals.

Here’s when information may be shared:
- With professionals managing your accounts, such as custodians or legal advisors.
- With trusted service providers who help us run our business securely.
- With people you authorize, like a power of attorney.
- If our business merges or changes ownership, as allowed by law.
- When required by law, such as in response to legal requirements.

If our policy changes to allow more information sharing, we will inform you, and you will have the option to opt out.

SMS Text Message Notifications
We may use SMS messages for important updates, such as appointment reminders or account alerts. SMS messages are optional, and you can opt out anytime by replying “STOP” to any message. We do not share your mobile number with third parties.

How We Keep Your Information Safe
We use secure systems to protect your information. Only authorized team members who need this information to serve you can access it. We work with trusted companies who are required to keep your information confidential.

Former Clients
Our privacy protection applies to both current and former clients. Even if you stop working with us, we continue to protect your information.

For any questions regarding our privacy practices, feel free to contact Griffin Saddler, Chief Compliance Officer, at (989) 255-0457.

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© Watershed Wealth
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Watershed Wealth Management LLC, DBA "Watershed Wealth", is a registered investment advisor offering advisory services in the State of Michigan and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site for informational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security or advisory service in any jurisdiction where such solicitation, offer, or recommendation would be unlawful or unauthorized. The information provided should not be relied upon as the sole factor in an investment making decision. Past performance is no guarantee of future results.