top of page

Privacy Policy & SMS Terms

Firelands Wealth Management LLC ("Firelands Wealth Management," "we," "our," or "us") values your privacy and is committed to protecting the personal information you provide through our website.

Information We Collect

 

We may collect personal information that you voluntarily provide, including your name, email address, telephone number, mailing address, and any information you submit through our website's contact forms or other communications. We may also collect limited technical information such as your IP address, browser type, device information, and website usage through cookies or analytics tools.

 

How We Use Your Information

 

We use your information to:

  • Respond to inquiries.

  • Schedule appointments.

  • Communicate regarding our financial planning, investment advisory, tax, insurance, and estate planning services.

  • Provide customer support.

  • Improve our website and services.

  • Comply with applicable legal and regulatory obligations.

 

Sharing Your Information

 

We do not sell your personal information.

We may share your information with trusted service providers that assist us in operating our business or as required by law, regulation, court order, or governmental request.

SMS consent is not shared with third parties or affiliates for marketing purposes.

 

SMS Communications

 

By providing your mobile phone number and opting in to receive text messages, you consent to receive SMS communications from Firelands Wealth Management. These messages may include appointment reminders, scheduling updates, requests for documents or information, account notifications, and other customer care communications.

  • Message frequency may vary.

  • Message and data rates may apply.

  • Reply STOP at any time to opt out of future text messages.

  • Reply HELP for assistance or visit https://www.firelandswealth.com/.

 

Data Security

 

We maintain reasonable administrative, technical, and physical safeguards designed to protect the personal information entrusted to us.

 

Contact Us

 

If you have questions regarding this Privacy Policy or our SMS communications, please contact us:

 

Firelands Wealth Management LLC
352 Main Street
Huron, Ohio 44839

Phone: (419) 616-0092

yourcfo@firelandswealth.com

https://www.firelandswealth.com

©2025 by Firelands Wealth Mangement LLC. 

Securities offered through Charles Schwab & Co., Inc (Schwab), member FINRA/SIPC. Investment advisory services offered through Firelands Wealth Management LLC (FWM), an affiliate of Firelands Federal Credit Union (FFCU). FWM & Schwab are not affiliated. Firelands Wealth Management LLC is an Ohio Limited Liability Company and Registered Investment Advisor (RIA), registered with the State of Ohio.


Investing involves risk. Brokerage products are not FDIC-Insured and may lose value. Any claims of past performance do not guarantee future returns.

 

Our firm’s Form ADV, which provides detailed information about FWM’s business practices, fees, conflicts of interest, and disciplinary information, is available upon request.

 

Neither the Securities and Exchange Commission (SEC) nor the State of Ohio has approved or disapproved of the advisor’s services, or any securities offered, nor have these authorities passed upon the accuracy or adequacy of these disclosures.

You can view our Privacy Policy HERE

bottom of page