How I handle information on this website, and how I protect yours as a client.
Information collected through this website
This website does not collect personal information through a contact form. If you email me or book a call through my scheduling link, which is hosted by a third-party scheduling provider, I receive only what you choose to share: your name, email address, and any details you include. I use it solely to respond to you and follow up about a possible introductory call. I don't sell it, and I never share your contact information with anyone for marketing or promotional purposes.
This website does not use analytics cookies or tracking. My hosting provider does generate aggregate visitor counts from standard server logs; these are not derived from cookies, are not used to identify individual visitors, and are not linked to anything you send me. Your browser settings control any cookies a site may attempt to place.
Protecting your information as a client
If you become a client, your personal financial information is governed by our full Privacy Policy. In short: we collect nonpublic personal information only to deliver our services and meet our legal obligations; we restrict access and maintain physical, electronic, and procedural safeguards; we will not sell your information; and we share it only as needed to serve you or as permitted by law: for example, with your account custodian, our service providers, at your direction, or with your consent. We provide our complete Privacy Policy when you begin an advisory relationship, every year after, and any time you ask. You can request a copy now using the contact below.
Questions about privacy?
Contact Sobhi Baghdadi, Chief Compliance Officer, at info@halandwealth.com or
(312) 292-9244.
Haland Wealth Management is a DBA of Seventwotwentythree LLC - Haland Wealth Management LLC, an investment adviser registered in the State of Illinois. Registration does not imply a certain level of skill or training. As a registered investment adviser, the firm is a fiduciary and acts in its clients' best interests.
This website is for general informational and educational purposes only and does not constitute investment, legal, tax, or accounting advice, nor an offer, solicitation, or recommendation to buy or sell any security or to engage our advisory services. Advice is provided only to clients under a signed agreement. Investing involves risk, including the possible loss of principal; past performance does not guarantee future results. Nothing on this website is an offer to provide advisory services in any jurisdiction in which the firm is not registered or exempt.
"Paths to happiness" is not intended to give assurance as to achieving happiness.
Additional information about the firm is available at adviserinfo.sec.gov using CRD #336453. Our Form ADV Part 2A and Privacy Policy are available on request.
Sobhi Baghdadi is a CFP® professional; the CFP Board certification marks are held by the individual certificant, not the firm. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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