INFORMATION WE COLLECT
To conduct regular business, we may collect several types of nonpublic personal information about you, including, but not limited to:
INFORMATION WE SHARE
Hackman Wealth Partners shares information to service our client accounts and manage our
business. We do not disclose any information about our prospective, current or former clients except as required or permitted by law. Such necessary disclosures may be made to:
custodians or brokers to execute trades and process transactions on your behalf; proxy service to vote proxies on your behalf; other organizations and individuals upon your request and/or consent (e.g., your attorney or accountant); and as required to comply with a court order, legal process or other judicial or investigative proceeding.
INFORMATION SAFEGUARDING
Hackmann Wealth Partners safeguards information about you by maintaining physical, electronic, and procedural security measures that we believe are reasonably designed to safeguard confidential client information. Your information remains confidential should our client relationship end.
Copyright © 2024 HWP Inc, DBA Hackmann Wealth Partners, All rights reserved.
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and HWP Inc, DBA Hackmann Wealth Partners, are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees, and surrender charges as described in the annuity contract. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by BWA.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.