Balanced Wealth Group LLC (“Balanced Wealth“) is a Registered Investment Advisor (“RIA”) with the U.S. Securities and Exchange Commission (“SEC”). Balanced Wealth provides investment advisory and related services for clients nationally. Balanced Wealth will maintain all applicable registrations, notice filings, and/or licenses as required by the various states in which Balanced Wealth conducts business, as applicable. Balanced Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Please read these terms and conditions of use (the “Terms”) carefully before using the Website located at https://choosebalance.com (the “Website”) or any of the information or services provided by Balanced Wealth in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Balanced Wealth in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

To safeguard your personal information from unauthorized access and use, we maintain physical, procedural, and electronic security measures. These include such safeguards as secure passwords, encrypted file storage, and a secure office environment. Our technology vendors provide security and access control over personal information and have policies over the transmission of data. Our associates are trained on their responsibilities to protect Client’s personal information.

We require third parties that assist in providing our services to you to protect the personal information they receive from us.

An RIA shares Client personal information to effectively implement its services. In the section below, we list some reasons we may share your personal information.

We will send you a copy of this Policy annually for as long as you maintain an ongoing relationship with us.

Periodically we may revise this Policy and will provide you with a revised Policy if the changes materially alter the previous Privacy Policy. We will not, however, revise our Privacy Policy to permit the sharing of non-public personal information other than as described in this notice unless we first notify you and provide you with an opportunity to prevent the information sharing.

You may ask questions or voice any concerns, as well as obtain a copy of our current Privacy Policy by contacting us at (440) 871-6501