Privacy policy.

Who this policy covers

This Privacy Policy applies to information collected through this website, in-person meetings, telephone, video conference, email, and any forms or applications you complete in connection with services provided by Alan J. Birsinger and Wealth Management Group, Inc. (together, "we," "us").

Information we collect

• Information you provide directly — name, address, email, phone, date of birth, employment information, financial goals, and similar contact and planning details.
• Account information — when you become a client, account numbers, balances, holdings, transactions, and tax identifiers as required to open and service accounts.
• Information from third parties — custodians, plan administrators, your CPA, attorney, or other professionals you authorize us to coordinate with.
• Website usage — basic analytics (pages viewed, device type, referrer). The site does not collect Social Security numbers, account numbers, or other sensitive financial data through web forms.

How we use your information

• To respond to inquiries and schedule meetings.
• To open accounts, execute transactions, and service your accounts.
• To prepare planning analyses and recommendations.
• To comply with applicable law, including FINRA, SEC, and state regulatory requirements.
• To maintain books and records as required by securities regulation.

How we share your information

We do not sell your personal information. We share information only as needed to deliver the services you've engaged or as required by law. Categories of recipients include:

• The broker-dealer and registered investment adviser through which we are registered, and their custodial, clearing, and service-provider partners.
• Insurance carriers when an insurance application has been submitted.
• Regulators, examiners, and law-enforcement agencies as required.
• Professionals you authorize us to coordinate with (your CPA, attorney, plan administrator).

How we protect your information

We maintain physical, electronic, and procedural safeguards consistent with Regulation S-P. Access to personal information is limited to personnel with a legitimate business need. Web traffic is encrypted in transit (HTTPS), and any client data we retain is encrypted at rest.

Cookies and analytics

The site uses a small number of cookies for basic functionality and analytics. You can disable cookies in your browser settings. We do not use third-party advertising pixels (such as Meta or TikTok) on this site.

Your choices

• Marketing communications — you may opt out of any non-required marketing communications at any time by replying to an email or contacting us by phone.
• Access and correction — you may request access to or correction of personal information we maintain about you.
• Do Not Track — the site does not respond to Do Not Track browser signals.

Children's privacy

The site is not directed to children under 13, and we do not knowingly collect personal information from children.

Changes to this policy

We may update this Privacy Policy from time to time. The effective date at the top reflects the most recent revision.

Questions

If you have questions about this policy or wish to exercise any of the rights described above, please contact:

• Alan J. Birsinger · (281) 786-5159 · alan.birsinger@wealthmanagementgroup-inc.com
• Compliance department · please call (281) 786-5159 and you will be routed to the appropriate compliance contact.