• Skip to main content
  • Skip to footer
CLIENT LOG IN

wyze wealth advisors

Client LoginFree Retirement Assessment

  • Services
    • Retirement Planning
    • Investment Management
    • Tax Planning
    • Insurance Planning
    • Estate Planning
  • Case Studies
    • Have questions but all of my savings are in my 401(k) plan
    • Time to sell the business
    • Preparing for retirement
    • Recently retired
  • About Us
  • Podcast
  • Contact
  • Free Retirement Assessment

Personal Data Request

Personal Data Access, Rectification & Erasure Request

Please fill out this form if you are a resident of the European Union and wish to exercise your right to access, rectify, delete or object to further processing of the Personal Data we may have about you.

If you do not wish to complete this form, you may also submit a written request to info@wyzewealthadvisors.com.

About Your Personal Information

The information you provide here will be processed solely for the purpose of verifying your identity, identifying the information you're requesting, and answering your request. Your personal information will be accessed by our Wyze Financial staff only.

How we will process your request

We will answer your request, or request additional information from you within 30 days.

The processing of this request is free of charge, but we reserve the right, as allowed under GDPR Article 12 (5), to charge an administrative fee under certain circumstances.

Please note that we may refuse to act, as allowed under GDPR Article 12 (2) and 12 (5), on requests that are insufficiently substantiated, unfounded or excessive.

Personal Data Request

  • * Please specify the information and the processing activity to which your request relate. The more details you provide, the better we will be able to answer your request.
  • This field is for validation purposes and should be left unchanged.

Wyze Financial: Site Footer Logo

 

1800 Main Street, Ste 230
Canonsburg, PA 15317
724-271-7020

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply

Form CRS | Privacy Policy | Disclosures | Web Accessibility | Site Map

Design by TinyFrog Technologies

 

 

Wyze Wealth Advisors (WWA) is a registered investment advisor registered with the SEC. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WWA in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wyze Wealth Advisors, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.