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Privacy Policy

Privacy Policy

Privacy Policy for Progress Wealth Management as of 08/29/2021

Progress Wealth Management 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. Progress Wealth Management 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. Progress Wealth Management will provide this privacy statement to all clients annually. 

We want our 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. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm or independent contractors hired by Progress Wealth Management. 

If the Financial Planner/Financial Adviser leaves Progress Wealth Management to join another firm, he or she may not be permitted to retain copies of client information so that they can assist with the transfer of client accounts and continue to serve the client at their new firm unless they receive prior, written authorization from PWM’s CCO.

“Opting-Out” of Third Party Disclosures: If you do not want your Financial Planner/Financial Adviser to retain copies of your client sensitive information when he or she leaves us to join another firm, you may contact us by calling (425) 577-0660.

Otherwise, Progress Wealth Management will not disclose any personal information about you or your account(s) unless one of the following conditions is met:

  • We receive your prior written consent; or
  • We have documentation that the recipient is your authorized representative; or
  • We are required by law to disclose information to the recipient

Arrangements with companies or independent contractors not affiliated with Progress Wealth Management will be subject to confidentiality agreements.

How We Protect Your Personal Information

Privacy has always been important to Progress Wealth Management. We restrict and limit access to client information only to those who need to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. 

Copyright © 2023 · All Rights Reserved.
Progress Wealth Management • email us at blaine@progresswealthmanagement.com• Meet us at 12183 West 57th Ln Arvada, Colorado, United States of America 80002 • Hours Of Operation: 7AM - 7PM, Monday through Friday • Blaine Thiederman MBA, CFP®
[READ Privacy Policy] •
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Progress Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Progress Wealth Management an Investment Advisor in the State of Colorado. Being registered as an investment adviser does not imply a certain level of skill or training.
• Progress Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.
• Securities offered through Charles Schwab & CO and Altruist Financial LLC, Member FINRA/SIPC. Progress Wealth Management Charles Schwab & CO and Altruist financial, LLC are separate entities, independently operated. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Colorado or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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