Lifelong Wealth Management Group, LLC, an investment advisory firm, is committed to safeguarding the confidential information of its clients. We do collect nonpublic personal information in order to open and administer your accounts with us and to provide you with accurate and pertinent advice. We hold all nonpublic personal information you provide to us in the strictest confidence. If we were to change our firm policy, we would be prohibited under the law from doing so without advising you first.
You may direct us not to make disclosures (other than disclosures required by law) regarding nonpublic personal information to nonaffiliated third parties. If you wish to opt out of disclosures to non-affiliated third parties, please contact us at 503-747-6534.
Lifelong Wealth Management Group, LLC, collects personal information about you from the following sources:
Lifelong Wealth Management Group, LLC, uses your personal information in the following manner:
A Lake Oswego Portland Oregon Financial Wealth Management Company offering a unique approach to develop a comprehensive financial plan that fits your unique situation.
5 Centerpointe Drive, Suite 400 Lake Oswego, OR 97035
777 E. Tahquitz Canyon Way, Suite 200-105 Palm Springs, CA92262
3017 Douglas Blvd., Suite 300 Roseville, CA 95661