top of page
Designating Beneficiaries and Reviewing Regularly with white people.jpg

Privacy Policy

Our commitment to securing the confidentiality, privacy, and security of your personal information is a top priority at Prasad Wealth. Below is an important resource detailing how we manage and protect your data in compliance with regulatory standards. Review the information to understand the precautions taken for your privacy.

Contact

Like what you see? Get in touch or fill out our Contact form below to learn more.

Let's Connect

We are eager to hear from you and discuss how we can assist you in achieving your financial goals. Whether you have questions, need more information, or are ready to start planning your financial future, we are here to help.

Prasad Wealth Partners, LLC (“PWP”) is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not constitute an endorsement of the SEC nor does it indicate that PWP has attained a particular level of skill or ability. Prasad Wealth Partners, LLC and Prasad Wealth are affiliated yet separate entities. This website www.prasadwealth.com is owned and operated by Prasad Wealth Partners, LLC. PWP offers investment advisory services. All content available on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the website or any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Neither this website nor its contents should be construed as legal, tax, or other advice. Individuals should consult with their own tax or legal advisers before entering into any advisory contract.

Address

6050 Oak Tree Blvd, Suite 100, Independence, OH 44131

Email

contact@prasadwealth.com

Phone

216.313.9999

Legal / Disclosures 

Check the background of your financial professional on FINRA's BrokerCheck. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Contact Us

How did you hear about us? Required

Thanks for submitting!

© 2024 Desgined by Marquisemarketing.io.

bottom of page