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Madison Wealth Partners, Inc. dba Madison Partners

Madison Partners, Inc. (Madison Partners) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Madison Partners and its representatives are properly licensed or exempt from licensure. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. The principal risks of Madison Partners’ strategies are disclosed in the publicly available Form ADV Part 2A.

No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

Madison Partners has received awards in the Wealth Management category for The Best of Madison awards program. The Best of Madison awards program is created by Madison Magazine and conducted through a third-party voting platform, Second Street, and awardees are determined by a fairly conducted popular vote. No compensation has been provided by Madison Partners in connection with being awarded as a Best of Madison winner.

Website Purpose: No Investment, Legal, or Tax Advice

This website is provided for informational and educational purposes only. Nothing on this website should be construed as individualized investment, legal, tax, accounting, or other professional advice, or as an offer to buy or sell any security or to adopt any investment strategy.

A client relationship with Madison Partners is established only after we determine that the engagement is appropriate, all required documentation is completed, and all required disclosures have been delivered.

Form ADV and Form CRS

Madison Partners provides prospective clients with the disclosures required by applicable law, including our current Form ADV Part 2A brochure, applicable brochure supplements, and Form CRS.

You may review additional information about our firm through the following resources:

If you would like a current copy of our Form ADV Part 2A, brochure supplements, or Form CRS, please contact us.

Investment and Planning Risk Disclosure

All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. No investment strategy, asset allocation approach, or risk management technique can guarantee a profit, any level of performance, or protection against loss in any market environment.

Any references on this website to financial planning, retirement planning, tax strategy, estate planning, insurance planning, or investment management are general in nature and may not be appropriate for your individual circumstances.

Accuracy of Information

Content on this website may include market commentary, articles, educational materials, planning concepts, calculators, or other information obtained from sources we believe to be reliable. However, Madison Partners does not guarantee the accuracy, completeness, or timeliness of any information presented on this website.

Third-Party Links and External Websites

This website may contain links to third-party websites, tools, calculators, social media platforms, custodians, scheduling tools, or other external resources. These links are provided solely as a convenience and should not be interpreted as an endorsement, approval, or recommendation by Madison Partners.

Madison Partners does not control and is not responsible for the content, security, availability, or privacy practices of any third-party website. Your use of third-party websites is subject to the terms and privacy policies of those third parties.

Awards, Rankings, and Recognition

Any awards, rankings, recognitions, or third-party ratings referenced on this website are included for informational purposes only. They should not be construed as a guarantee of future results, a guarantee of client satisfaction, or an endorsement by any current or prospective client.

If Madison Partners refers to a third-party rating or recognition, readers should consider the date, scope, methodology, and criteria used, as well as whether compensation was provided in connection with obtaining or using the rating.

Testimonials, Endorsements, and Reviews

This website, our social media pages, or third-party profiles may include testimonials, endorsements, reviews, or comments where permitted by law. Any such statements may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Where required, Madison Partners will provide disclosures regarding whether a person giving a testimonial or endorsement is a client, whether compensation was provided directly or indirectly, and whether any material conflicts of interest exist.

Social Media Disclosure

Madison Partners may maintain a presence on social media and other third-party platforms. Content published on those platforms is for informational and educational purposes only and is not intended to provide individualized investment advice.

Comments, likes, shares, reposts, or other interactions by third parties should not be construed as an endorsement of Madison Partners unless expressly identified and accompanied by any disclosures required by applicable law. Madison Partners may retain social media and other public communications for compliance purposes.

Email and Electronic Communications

Electronic communications from Madison Partners are intended only for the designated recipient(s) and may contain confidential or privileged information. Please do not send account numbers, Social Security numbers, wire instructions, trading instructions, or other sensitive information through unsecured email or website forms unless specifically directed through an approved secure method.

Madison Partners does not accept trading instructions or money movement instructions by email.

SMS Communications

Madison Partners may communicate with clients and prospective clients by text message where permitted by applicable law and where appropriate consent has been obtained. Text messaging should not be used to transmit sensitive personal information, trading instructions, money movement instructions, or other confidential account requests.

If you no longer wish to receive text messages from us, you may reply STOP where applicable or contact us directly. Please review our Privacy Policy for additional information regarding our SMS communications practices.

Cookies, Pixels, Analytics, and Advertising Technologies

Our website uses cookies, pixels, tags, scripts, and similar technologies to support website functionality, analytics, fraud prevention, performance measurement, and marketing.

These technologies may include:

Google technologies, including Google Ads remarketing tools
Meta technologies, including the Meta Pixel
Other similar tools used for analytics, ad measurement, audience creation, and remarketing

These technologies may collect or receive information about your browser, device, IP address, pages viewed, referral source, approximate location, interactions with our website, and related internet or electronic network activity. In some cases, this information may be used by us or our advertising partners to measure ad performance, build audiences, or help deliver advertising on third-party websites, apps, or platforms.

For more information, please review our:

California Privacy Rights

If you are a California resident, you may have rights under the California Consumer Privacy Act, as amended by the California Privacy Rights Act, including the right to know, delete, correct, and opt out of the sale or sharing of personal information, including sharing for cross-context behavioral advertising where applicable.

California residents can learn more or exercise applicable rights by visiting:

Global Privacy Control

Where required by applicable law, Madison Partners will process recognized opt-out preference signals, such as Global Privacy Control, as a valid request to opt out of sale or sharing for the browser or device transmitting the signal.

Because browser settings and cookie preferences may be device- and browser-specific, you may need to renew your choices if you switch browsers or devices or clear cookies.

Information Security

Madison Partners uses administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, alteration, or disclosure. However, no method of transmitting or storing data over the internet is completely secure, and we cannot guarantee absolute security.

Changes to These Disclosures

Madison Partners may update this page from time to time to reflect changes in our business practices, technology, legal requirements, or regulatory obligations. Any updates will become effective when posted unless otherwise stated.

Contact Information

Madison Partners
Madison Wealth Partners, Inc. dba Madison Partners
1502 W Broadway, Suite 301
Madison, WI 53713
Phone: 608-210-1021
Email: info@themadisonpartners.com
Website: https://www.themadisonpartners.com/