Effective Date: September 10, 2026
Waddell & Associates (“we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how information may be handled when you visit waddell.associates (the “Website”). The Website is primarily an informational website for Waddell & Associates. It provides information about our advisory services and links to certain third-party services used by our business.
The Website does not provide forms, user accounts, online payment processing, document-upload functionality, or other mechanisms for visitors to submit personal information directly through the Website.
The Website does contain links to third-party services, including Setmore for appointment scheduling and Drake Software for client document sharing. Information submitted through those third-party services is handled by the applicable third-party provider, as described below.
Limited technical information may be automatically processed by our hosting, security, or infrastructure providers when you visit the Website. This information may include your IP address, browser type, device type, operating system, pages visited, and the date and time of your visit.
This information may be processed as necessary to operate, maintain, secure, troubleshoot, and monitor the performance of the Website.
We do not use Google Analytics, advertising pixels, or similar third-party analytics or advertising technologies on the Website.
The Website may use cookies or similar technologies that are necessary for website functionality, security, or the operation of services provided by our hosting or infrastructure providers.
You may control or disable cookies through your web browser settings. Disabling certain cookies may affect the operation of some website features.
The Website contains links to third-party websites and services, including Setmore for appointment scheduling and Drake Software for client document sharing. When you click one of these links, you will leave the Website and interact directly with the applicable third-party provider.
Third-party services operate independently from Waddell & Associates and may have their own privacy policies, terms of use, security practices, and information-handling procedures. Waddell & Associates does not control and is not responsible for the privacy practices, security, content, or availability of third-party websites or services. We encourage you to review the applicable privacy policy and terms of use before providing information to a third-party service.
Setmore may collect information necessary to schedule and manage your appointment, including information you provide directly to Setmore. Information provided through Setmore is subject to Setmore's applicable privacy policy and terms of use.
The Website does not accept or store confidential client documents. The client portal linked from the Website is operated through Drake Software. When you select the client portal link, you will leave the Waddell & Associates Website and access Drake's platform directly. Information submitted through the Drake client portal is subject to Drake Software's applicable privacy practices, terms of use, and security practices.
The Website contains links to third-party websites and services, including Setmore for appointment scheduling and Drake Software for client document sharing.
Limited technical information associated with a Website visit may be processed as necessary to:
Information you provide directly to third-party services, such as Setmore or Drake Software, may be processed by those providers and, where applicable, may be made available to Waddell & Associates as necessary to provide or administer requested services.
We do not sell personal information collected through the Website.
We may use third-party providers to host, maintain, secure, or otherwise support the Website. These providers may process limited technical information as necessary to provide their services.
Information provided directly to third-party services, including Setmore and Drake Software, may be processed by those providers in accordance with their applicable privacy policies and terms.
We may also disclose information when required or permitted by applicable law, legal process, or governmental request, or when reasonably necessary to protect our rights, property, security, or the safety of others.
We take reasonable measures appropriate to our business to protect information in our possession. However, no website, Internet transmission, or electronic storage system can be guaranteed to be completely secure.
Visiting the Website, clicking an appointment link, or submitting information through a third-party service does not by itself establish a tax advisory, accounting, or other professional-client relationship.
A professional relationship is established only after Waddell & Associates has agreed to provide services and completed any required engagement process.
The Website is not directed toward children under 13 years of age.
We may update this Privacy Policy from time to time to reflect changes to the Website, our business practices, third-party services, or applicable legal requirements.
Any changes will be posted on this page with an updated effective date. If you have questions about this Privacy Policy or our privacy practices, please contact Waddell & Associates at privacy@waddell.associates.