Privacy Policy

Investment advisers are required by law to inform their clients of their policies regarding privacy  of client information. Howatson, LLC dba Woodland Wealth Advisors (herein “we,” “our”) are  bound by professional standards of confidentiality that are even more stringent than those  required by law. Federal law gives the customer the right to limit some but not all sharing of  personal information. It also requires us to tell you how we collect, share, and protect your  personal information.  

TYPES OF NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT  

We collect nonpublic personal information about you that is either provided to us by you or  obtained by us with your authorization. This can include but is not limited to your Social  Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or  Balances, Sources of Income, and Credit Card Numbers or Information. When you are no  longer our customer, we may continue to share your information only as described in this notice.  

TEXT MESSAGING SERVICES  

By opting into our text messaging service, you consent to receive periodic text messages from us.  We collect and store your phone number, message content, and related data to provide and  improve our services. Standard message and data rates may apply. You can opt out at any time by  replying STOP to any message. No mobile information will be shared with third parties or  affiliates for marketing or promotional purposes. All other categories exclude text messaging  originator opt-in data and consent; this information will not be shared with any third parties. We  employ industry-standard security measures to protect your information transmitted via text. For  more details on our text messaging practices, please contact support@woodlandwealthadv.com.  

PARTIES TO WHOM WE DISCLOSE INFORMATION  

All investment advisers may need to share personal information to run their everyday business. In  the section below, we list the reasons that we may share your personal information:  

• For everyday business purposes – such as to process your transactions, maintain your  account(s), respond to court orders and legal investigations, or report to credit bureaus;  

• For our marketing – to offer our products and services to you; 

• For our affiliates’ everyday business purposes – information about your transactions and  experiences and information about your creditworthiness  

If you are a new customer we may begin sharing your information on the day you sign our  agreement. When you are no longer our customer, we may continue to share your information as  described in this notice. However, you can contact us at any time to limit our sharing.  

PROTECTING CONFIDENTIALITY OF CURRENT AND FORMER CLIENT’S  INFORMATION  

To protect your personal information from unauthorized access and use, we use security  measures that comply with federal law, including computer safeguards and secured files and  building.  

FEDERAL LAW GIVES YOU THE RIGHT TO LIMIT SHARING – OPTING OUT  

Federal law allows you the right to limit the sharing of your NPI by “opting-out” of the  following: sharing for affiliates’ everyday business purposes – information about your  creditworthiness; or sharing with affiliates or non-affiliates who use your information to market to  you. State laws and individual companies may give you additional rights to limit sharing. Please  notify us immediately if you choose to opt out of these types of sharing.  

DEFINITIONS:  

• Affiliates – companies related by common ownership or control. They can be financial  and non-financial companies.  

• Non-affiliates – companies not related by common ownership or control. They can be  financial and non-financial companies  

• Joint marketing – a formal agreement between non-affiliated financial companies that  together market financial products or services to you.  

Please call or email if you have any questions. 360-505-8432; support@woodlandwealthadv.com. 

Rev 07/01/2024

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