Privacy Policy

Effective Date: September 25, 2025
Last Updated: September 25, 2025

Wellsage Advisors LLC (“Wellsage Advisors,” “we,” “us,” or “our”) values your trust and is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with our website, services, and communications, including text messaging (SMS).

We may update this Privacy Policy from time to time. The “Last Updated” date above will reflect any revisions.

Information We Collect
We may collect the following types of information:

  • Personal Information: name, address, email, phone number, date of birth, financial information, or other data you voluntarily provide.

  • Device and Usage Information: IP address, browser type, operating system, referral source, and pages viewed on our website.

  • Communications Data: records of your correspondence with us, including email, phone calls, and SMS.

  • Regulatory/Compliance Data: information required to provide financial advisory services in accordance with applicable laws and regulations.

How We Use Information
We may use the information collected to:

  • Provide investment advisory and related services.

  • Communicate with you regarding your account, services, or inquiries.

  • Send transactional or informational SMS messages (with your consent).

  • Improve our website, products, and services.

  • Comply with legal, regulatory, and compliance obligations.

SMS Messaging
Wellsage Advisors offers text messaging (“SMS”) services as part of client communications. By opting in or initiating a text message conversation with us, you consent to our SMS Messaging Terms of Use, which are incorporated into this Privacy Policy.

Consent and E-Sign Disclosure: By agreeing to receive text messages from us, you consent to the use of an electronic record to document your agreement. You may withdraw consent at any time by replying STOP.

Privacy and Use of Data: We only use information you provide through SMS to transmit your messages and respond to you. Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. SMS opt-in data and consent will never be sold or disclosed to third parties. We may share information only with service providers who assist in delivering text messages, or as required by law.

Costs: We do not charge for our text message service. However, message and data rates may apply, depending on your wireless carrier or plan.

Frequency: Our text messaging service is intended for conversational, person-to-person communications. The number of messages you receive will vary depending on your interactions with us.

Opt-Out: You may opt out of receiving text messages at any time by replying with STOP. After unsubscribing, we may send you a confirmation of your opt-out via text. For assistance, reply HELP or email support@wellsageadvisors.com.

How We Share Information
We do not sell or rent your personal information. We may share data with:

  • Service Providers: vendors who support our business operations (such as IT, compliance, or custodians).

  • Legal and Regulatory Authorities: when required by law or regulation.

  • Affiliates or Partners: only as necessary to deliver contracted services, subject to confidentiality safeguards.

Data Security
We use administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the Internet or electronic storage is completely secure.

Your Rights
Depending on your location, you may have rights under applicable privacy laws, including the right to:

  • Access the personal data we hold about you.

  • Request corrections or updates to your information.

  • Withdraw consent for certain uses (such as SMS).

  • Request deletion, subject to legal and regulatory obligations.

Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those external sites.

Children’s Privacy
Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal data from children.

Contact Us
For questions or concerns about this Privacy Policy or your information, please contact us:

Wellsage Advisors LLC
302 West Main Street
Northville, Michigan
Email: support@wellsageadvisors.com