Privacy Policy

Effective Date: April 17, 2026
Last Updated: April 17, 2026

Madison Wealth Partners, Inc., doing business as Madison Partners (“Madison Partners,” “we,” “our,” or “us”), respects your privacy and is committed to protecting personal information collected through our website, communications, and services.

This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information, and describes the privacy rights available to certain individuals, including California residents under the California Consumer Privacy Act, as amended by the California Privacy Rights Act (“CCPA/CPRA”).

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1. Who We Are

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.

2. Scope of This Privacy Policy

This Privacy Policy applies to personal information collected through:

  • Our website
  • Contact forms, scheduling tools, and other online interactions
  • Email and other communications with us
  • Client and prospective client intake processes
  • Advertising, analytics, and remarketing technologies used on our website
  • Any other online or offline interactions where this Privacy Policy is made available

This Privacy Policy does not govern third-party websites, services, applications, or platforms that we do not own or control, even if they are linked from our website.

3. Personal Information We Collect

Depending on how you interact with us, we may collect the following categories of personal information:

A. Identifiers

Examples may include:

  • name
  • email address
  • telephone number
  • mailing address
  • IP address
  • online identifiers

B. Customer Records and Professional Information

Examples may include:

  • information submitted through forms or questionnaires
  • service interests
  • financial planning goals
  • information provided during consultations or onboarding
  • records related to client or prospect communications

C. Internet or Other Electronic Network Activity Information

Examples may include:

  • browser type
  • device type
  • operating system
  • referring URL
  • pages viewed
  • time spent on pages
  • clicks and interactions
  • date and time of visits
  • ad interactions
  • cookie identifiers and similar data

D. Geolocation Data

Examples may include approximate location information inferred from IP address or device data.

E. Sensitive Personal Information

In limited circumstances, we may collect sensitive personal information when necessary for advisory, planning, compliance, or security purposes.

We do not collect more personal information than is reasonably necessary and proportionate for the purposes described in this Privacy Policy.

4. Sources of Personal Information

We may collect personal information from the following sources:

  • directly from you, including when you fill out forms, schedule meetings, contact us, or otherwise communicate with us
  • automatically from your browser or device when you interact with our website
  • from service providers that help us operate our website, communications, analytics, security, or advertising
  • from third parties such as custodians, data processors, analytics providers, scheduling tools, CRM systems, and advertising platforms
  • from publicly available sources, where permitted by law

5. How We Use Personal Information

We may use personal information for the following business and commercial purposes:

  • to operate, maintain, and improve our website
  • to respond to inquiries and communicate with you
  • to schedule appointments and consultations
  • to provide, manage, and support advisory and related services
  • to maintain books and records and satisfy compliance obligations
  • to detect, prevent, and investigate fraud, abuse, security incidents, and other misuse
  • to conduct analytics and understand website engagement
  • to measure advertising performance
  • to build audiences, support remarketing, and deliver or help deliver advertising on third-party platforms
  • to comply with legal, regulatory, and contractual obligations

6. Cookies, Pixels, Analytics, and Advertising Technologies

Our website uses cookies, pixels, tags, scripts, SDKs, and similar technologies for functionality, analytics, advertising, security, and performance measurement.

These technologies may include:

  • Google technologies, including Google Ads remarketing tools
  • Meta technologies, including the Meta Pixel
  • Other analytics, tag management, and advertising technologies used to understand site usage, measure ad performance, create audiences, and support remarketing

These technologies may collect or receive information about your browser, device, IP address, pages viewed, clicks, referral source, and other internet or electronic network activity information. In some cases, this data may be used by us or by third-party partners to measure campaigns, improve marketing efficiency, create audience segments, or support advertising on other websites, apps, or platforms.

7. How We Disclose Personal Information

We may disclose personal information to:

  • service providers and contractors that help us operate our business, website, advertising, communications, CRM, analytics, compliance, and security functions
  • professional advisers, auditors, compliance consultants, and legal counsel
  • regulators, law enforcement, courts, and government entities when required or permitted by law
  • advertising and analytics partners in connection with cookies, pixels, and similar technologies
  • other parties in connection with a corporate transaction, reorganization, merger, acquisition, financing, or sale of assets

We do not disclose personal information to third parties except as reasonably necessary for the purposes described in this Privacy Policy or as otherwise permitted or required by law.

8. Sale or Sharing of Personal Information

We do not sell personal information for money in the ordinary sense. However, because our website uses third-party advertising and remarketing technologies, including Google Ads remarketing tools and the Meta Pixel, we may “share” certain personal information, as that term is defined under California law, for cross-context behavioral advertising.

To exercise those choices, please visit:

9. Cookie Choices and Opt-Out Options

You may have several options to manage cookies and advertising-related data collection:

  • adjust your browser settings to block or delete cookies
  • use any cookie consent or privacy preferences tools we make available on the website
  • opt out through our Your Privacy Choices / Do Not Sell or Share My Personal Information page
  • use available industry or platform controls, where applicable
  • enable Global Privacy Control in a supported browser or extension

Please note that some choices are browser- or device-specific. If you switch devices, switch browsers, or clear cookies, you may need to renew your preferences.

10. Do Not Track and Global Privacy Control

Some browsers transmit “Do Not Track” signals, but there is no single uniform standard for those signals. However, where required by applicable law, we honor qualifying opt-out preference signals, including Global Privacy Control, as a request to opt out of the sale or sharing of personal information for the browser or device transmitting the signal.

11. Retention of Personal Information

We retain personal information for as long as reasonably necessary for the purposes described in this Privacy Policy, including to:

  • provide services
  • maintain books and records
  • comply with legal, tax, accounting, and regulatory obligations
  • resolve disputes
  • enforce agreements
  • protect our business and users

Retention periods may vary based on the type of information, the nature of the relationship, and applicable legal or regulatory requirements.

12. Data Security

We use administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, alteration, and disclosure. However, no website, platform, network, or transmission method is completely secure, and we cannot guarantee absolute security.

13. Children’s Privacy

Our website is not directed to children under 16 years of age, and we do not knowingly sell or share the personal information of consumers under 16 years of age through the website. If we learn that we have collected personal information from a child in a manner not permitted by law, we will take steps to delete it as required.

14. Third-Party Websites and Services

Our website may link to third-party websites, portals, social media platforms, custodians, scheduling tools, calculators, or other external services. We are not responsible for the privacy, security, or information practices of third parties. You should review the privacy policies of those third parties before providing information or using their services.

15. Nevada Residents

If applicable, Nevada residents may have certain rights under Nevada law to direct a business not to sell covered information. Madison Partners does not presently sell covered information for monetary consideration as contemplated by Nevada law, but Nevada residents may contact us using the contact information below with any questions.

16. California Privacy Notice

This section applies to California residents and supplements the rest of this Privacy Policy.

A. California Rights

If you are a California resident, you may have the following rights, subject to exceptions and verification:

  • Right to know the categories and specific pieces of personal information we have collected about you
  • Right to know the categories of sources from which personal information is collected
  • Right to know the business or commercial purposes for collecting, using, disclosing, selling, or sharing personal information
  • Right to know the categories of third parties to whom personal information is disclosed
  • Right to delete personal information collected from you
  • Right to correct inaccurate personal information
  • Right to opt out of the sale or sharing of personal information
  • Right to limit the use and disclosure of sensitive personal information, where applicable
  • Right to non-discrimination for exercising your privacy rights

B. Categories of Personal Information Collected

In the preceding 12 months, we may have collected the following categories of personal information:

  • identifiers
  • customer records information
  • protected classification characteristics where voluntarily provided and where relevant to lawful business purposes
  • commercial information
  • internet or other electronic network activity information
  • geolocation data
  • professional or employment-related information
  • inferences drawn from some of the information above
  • sensitive personal information in limited cases where reasonably necessary and permitted

C. Categories of Sources

We collect those categories from:

  • you directly
  • your browser or device
  • service providers and contractors
  • analytics and advertising partners
  • public sources
  • other third parties you authorize or that support service delivery

D. Business or Commercial Purposes

We collect and use personal information for the purposes described in Section 5 above, including providing services, communicating with users, complying with regulatory obligations, conducting analytics, and supporting advertising and remarketing activities.

E. Categories of Recipients

We may disclose personal information to:

  • service providers and contractors
  • advertising and analytics partners
  • compliance, legal, and professional advisers
  • regulators and government authorities
  • other third parties as permitted by law or directed by you

F. Sale or Sharing

In the preceding 12 months, we may have shared identifiers, internet or electronic network activity information, and similar online data with advertising and analytics partners for cross-context behavioral advertising through the use of pixels, cookies, and related technologies on our website.

We do not knowingly sell or share the personal information of consumers under 16 years of age.

G. Sensitive Personal Information

We do not use or disclose sensitive personal information to infer characteristics about individuals for purposes that would trigger a broad California “limit” right, except as permitted by law and as reasonably necessary to provide services, maintain security, comply with legal obligations, or otherwise support permitted business purposes.

H. How to Exercise California Rights

California residents may submit requests to know, delete, correct, or opt out by:

We may need to verify your identity before processing certain requests.

I. Authorized Agents

If permitted by law, you may designate an authorized agent to make a request on your behalf. We may require proof of the agent’s authority and may also require you to verify your own identity directly with us.

J. Non-Discrimination

We will not discriminate against you for exercising your privacy rights, subject to lawful limitations.

17. SMS Communications

A. SMS Privacy Policy

Madison Partners will not sell or share your mobile opted-in consent data with any third parties.

B. SMS Terms

If you provide your mobile phone number to Madison Partners, we may use it to send you text messages that relate to your relationship or prospective relationship with us, including conversational messages, appointment scheduling or reminders, service-related communications, and, where you have provided the required consent, marketing or promotional messages.

Message frequency may vary. Message and data rates may apply depending on your mobile carrier and plan.

You may opt out of receiving text messages from us at any time by replying STOP to any text message, or by contacting us using the contact information provided in this Privacy Policy. For assistance, you may reply HELP where available or contact us directly at info@themadisonpartners.com.

Your consent to receive marketing text messages is not a condition of purchasing any goods or services from Madison Partners.

Please do not send account numbers, Social Security numbers, driver’s license numbers, financial account credentials, trading instructions, wire instructions, or other sensitive personal information by text message. Text messaging may not be a secure method of communication.

We may use service providers or platforms to facilitate text messaging communications on our behalf. We do not share your mobile opt-in data or consent with third parties for their own marketing purposes.

Carriers are not liable for delayed or undelivered messages.

18. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or regulatory obligations. When we do, we will post the updated version on this page and update the effective date above.

19. Contact Us

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/

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