Madison Wealth Partners, Inc.
d/b/a Madison Partners
Privacy Policy
Effective January 6, 2026
Madison Wealth Partners, Inc., doing business as Madison Partners (“Madison Partners,” “we,” “our,” or “us”), is committed to protecting your personal information. This Privacy Policy explains how we collect, use, protect, and share your information, including information collected through SMS/text messaging programs.
Please read this policy carefully.
What Personal Information We Collect
The types of personal information we collect depend on the services you receive from us. This information may include:
• Income
• Employment information
• Residential information
• Social Security number
• Account balances
• Security holdings
• Transaction history
• Investment objectives, goals, and risk tolerance
• Email address
• Mobile phone number
We may collect this information when you:
• Establish an investment advisory relationship
• Contract for financial planning services
• Open an account
• Deposit funds with custodians
• Purchase or sell securities
• Submit information through our website
• Provide your contact information via online forms
We may also collect information from custodians, broker-dealers, or other financial institutions.
How We Use Your Information
We use your information to:
• Provide financial planning and investment advisory services
• Process transactions and manage accounts
• Communicate with you about your account
• Send service-related updates
• Send marketing communications (where permitted)
• Send SMS/text communications when you have opted in
When you are no longer a client, we continue to share your information as described in this notice.
How We Share Information
Federal law allows consumers to limit some — but not all — sharing of personal information.
Reasons We May Share Information
Everyday Business Purposes
To provide advice, process transactions, maintain accounts, and operate our business.
Sharing: Yes
Limiting: No
Our Marketing Purposes
To offer our products and services to you.
Sharing: Yes
Limiting: No
Joint Marketing
We do not engage in joint marketing with non-affiliated financial companies.
Affiliates’ Everyday Business Purposes (Transaction Information)
Sharing: Yes
Limiting: No
Affiliates’ Everyday Business Purposes (Creditworthiness Information)
Sharing: Yes
Limiting: Yes
Affiliates Marketing to You
Sharing: Yes
Limiting: Yes
Non-Affiliates Marketing to You
We do not share information with non-affiliates for marketing purposes.
Our Affiliates
Companies related by common ownership or control:
• Stratus Tax
How We Protect Your Information
We maintain physical, electronic, and procedural safeguards designed to comply with federal standards. These include:
• Secured files and buildings
• Encryption and password protection
• Limited internal access controls
SMS/Text Messaging Privacy and Consent
Consent to Receive Text Messages
If you provide your mobile phone number and expressly opt in through one of our forms, you consent to receive SMS and MMS messages from Madison Partners.
These messages may include:
• Appointment reminders
• Account notifications
• Service alerts
• Marketing communications
• Event invitations
Message frequency varies. Message and data rates may apply.
Consent is not a condition of purchase or engagement of services.
How You Opt In
You opt in by:
• Entering your phone number into a web form
• Checking an unchecked SMS consent box
• Submitting the form
Our consent checkbox is:
• Not pre-selected
• Separate from other consent language
• Clearly labeled
Example consent language used on forms:
“I consent to receive SMS messages from Madison Partners. Message & data rates may apply. Msg frequency varies. Reply HELP for help, STOP to unsubscribe. Privacy Policy and Terms & Conditions apply.”
Opting Out of SMS
You may opt out at any time by:
• Replying STOP to any message
• Contacting us directly
After opting out, you will receive a confirmation message and will no longer receive marketing texts unless you opt in again.
SMS Help
Reply HELP to any message for assistance or contact us at:
Phone: 608-210-1021
Email: info@themadisonpartners.com
SMS Data Usage
We use your mobile number solely for the purposes you consented to.
We do not sell or share SMS opt-in data with third parties for marketing purposes.
Your information may be shared with service providers (such as CRM or messaging platforms) strictly to facilitate message delivery and business operations.
Your Rights to Limit Sharing
Federal law allows you to limit sharing for:
• Affiliates’ everyday business purposes (creditworthiness information)
• Affiliates marketing to you
• Non-affiliates marketing to you
To limit sharing, contact us:
Madison Partners
1502 W Broadway, Suite 301
Madison, WI 53713
Phone: 608-210-1021
Email: info@themadisonpartners.com
Form ADV and Client Communication
If you would like a copy of our Form ADV Part 2A and 2B, please submit a written request to the address above.
We encourage you to:
• Notify us if your financial goals or risk tolerance change
• Compare our reports with custodian statements
• Inform us immediately of discrepancies
The official record of your account is maintained by your broker-dealer or custodian.
Annual Notice
We will notify you of our privacy practices when you become a client and if we make material changes to this policy.
