Privacy Policy


Effective Date: May 24, 2024

At Pennsylvania Wealth Management, LLC, we prioritize your privacy and are committed to safeguarding your personal information. Our website provides details about our services, educational resources, market insights, and financial tools. We do not collect personally identifiable information without your knowledge.

Non-personal information

Our website may use temporary data files (commonly known as cookies) to enhance user experience by enabling access to certain disclosures and tracking general site usage. These cookies are automatically deleted when you close your browser. Additionally, we may collect general data such as your internet service provider and the website you visited before arriving at our site. This data is used for statistical analysis and does not identify individual users.

Personal information

You may browse our website without providing personal details. However, if you choose to complete online forms, submit applications, or request contact from us, you may share information such as your name, address, phone number, or email. These forms are securely hosted on protected sections of our website.

When you submit or access personal information through secure areas of our site, the data is encrypted to help prevent unauthorized access. Your browser will display a locked padlock icon when operating in a secure environment. While we take reasonable measures to protect your data, no internet connection is entirely risk-free, and we cannot guarantee absolute security.

Sharing information

Your personal information will not be sold or shared with unaffiliated third parties, except when necessary to complete a transaction or as required by law. Information submitted through our website is sent directly to us and used to enhance service, provide relevant information, or facilitate requested transactions. Third-party sites linked from our website operate under their own privacy policies.

Changes to this policy

We may update this privacy policy in the future. If you are a client, we will notify you before implementing any changes. The most current version of our policy will always be available on our website.

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and affiliate of Brookstone Capital Management, LLC. BWA and Pennsylvania Wealth Management 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. It is intended exclusively for the individual or entity to which it is addressed. This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate the Email or any part of it. If you have received this Email in error, please notify the sender immediately by Email or fax, and destroy all copies of this communication. Please be advised that you may conduct securities transactions only by speaking directly with your Investment Advisor Representative either by phone or in person. Requests for securities transactions via email will not be executed by Retirement Wealth Advisors, Inc. To help protect your privacy, we strongly suggest you avoid sending sensitive information, such as account numbers and social security numbers via Email. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT ACT, and similar laws, any communication in this email is subject to regulatory, supervisory, and law enforcement review.

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