Disclosure

BLOGS AND INFORMATION RESOURCES:

This material is distributed for informational purposes only. Investment Advisory services offered through Laurie M. Adams, Meaningful Wealth LLC located in Seattle, WA a DBA of Journey Strategic Wealth, an investment adviser registered with the U.S. Securities and Exchange Commission.. The views expressed are for commentary purposes only and do not take into account any individual’s personal, financial, or tax considerations. As such, the information contained herein is not intended to be personal legal, investment or tax advice, or a solicitation to buy or sell any security or engage in a particular investment strategy. Nothing herein should be relied upon as such, and there is no guarantee that any claims made will come to pass. In addition, certain information contained herein or utilized to draw the conclusions contained herein has been provided by, or obtained from, third party sources. All material presented is compiled from sources believed reliable, but the accuracy and completeness, and the opinions based thereon, are not guaranteed. While Meaningful Wealth LLC believes that such sources are reliable, it cannot guarantee the accuracy of any such information and does not represent that such information is accurate or complete. All materials and information are provided “as is” without any express or implied warranties. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Any security can experience a loss. Please see Journey Strategic Wealth’s Form ADV Part 2A and Form CRS for additional information.Investment advisory services offered through Meaningful Wealth LLC, a DBA of Journey Strategic Wealth, an SEC registered investment advisor.

Effective: June 3, 2021

OUR COMMITMENT TO YOU

Journey Strategic Wealth LLC (“Journey” or the “Advisor”) is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described here in our Privacy Policy (“Policy”).Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything that we can to maintain that trust. Journey (also referred to as “we”, “our” and “us”) protects the security and confidentiality of the personal information we have and implements controls to ensure that such information is used for proper business purposes in connection with the management or servicing of our relationship with you.Journey does not sell your non-public personal information to anyone. Nor do we provide such information to others except for discrete and reasonable business purposes in connection with the servicing and management of our relationship with you, as discussed below. Details of our approach to privacy and how your personal non-public information is collected and used are set forth in this Policy.

WHY YOU NEED TO KNOW

Registered Investment Advisors (“RIAs”) must share some of your personal information in the course of servicing your account. Federal and State laws give you the right to limit some of this sharing and require RIAs to disclose how we collect, share, and protect your personal information. What information do we collect from you?

WHAT INFORMATION DO WE COLLECT FROM YOU?

Driver’s license number
Social security or taxpayer identification number
Name, address and phone number[s]
E-mail address[es]
Account information (including other institutions)
Date of birth
Assets and liabilities
Income and expenses
Investment activity
Investment experience and goals

WHAT INFORMATION DO WE COLLECT FROM OTHER SOURCES?

Custody, brokerage and advisory agreements
Other advisory agreements and legal documents
Transactional information with us or others
Account applications and forms \Investment questionnaires and suitability documents
Other information needed to service account

HOW DO WE PROTECT YOUR INFORMATION?

To safeguard your personal information from unauthorized access and use we maintain physical, procedural and electronic security measures. These include such safeguards as secure passwords, encrypted file storage and a secure office environment. Our technology vendors provide security and access control over personal information and have policies over the transmission of data. Our associates are trained on their responsibilities to protect Client’s personal information.We require third parties that assist in providing our services to you to protect the personal information they receive from us.

HOW DO WE SHARE YOUR INFORMATION?

An RIA shares Client personal information to effectively implement its services. In the section below, we list some reasons we may share your personal information.

BASIS FOR SHARING	DO WE SAHRE	CAN YOU LIMIT
SERVICING OUR CLIENTS We may share non-public personal information with non-affiliated third parties (such as administrators, brokers, custodians, regulators, credit agencies, other financial institutions) as necessary for us to provide agreed upon services to you, consistent with applicable law, including but not limited to: processing transactions; general account maintenance; responding to regulators or legal investigations; and credit reporting. Journey shares Client information with Purshe Kaplan Sterling Investments, Inc. (“PKS”). This sharing is due to the oversight PKS has over certain Supervised Persons of the Advisor. You may also contact us at any time for a copy of the PKS Privacy Policy.	Yes	No,
MARKETING PURPOSES Journey does not disclose, and does not intend to disclose, personal information with non-affiliated third parties to offer you services. Certain laws may give us the right to share your personal information with financial institutions where you are a customer and where Journey or the client has a formal agreement with the financial institution. We will only share information for purposes of servicing your accounts, not for marketing purposes.	No	Not Shared
AUTHORIZED USERS Your non-public personal information may be disclosed to you and persons that we believe to be your authorized agent[s] or representative[s].	Yes	Yes
INFORMATION ABOUT FORMER CLIENTS Journey does not disclose and does not intend to disclose, non-public personal information to non-affiliated third parties with respect to persons who are no longer our Clients.	No	Not Shared

CHANGES TO OUR PRIVACY POLICY

We will send you a copy of this Policy annually for as long as you maintain an ongoing relationship with us. Periodically we may revise this Policy and will provide you with a revised Policy if the changes materially alter the previous Privacy Policy. We will not, however, revise our Privacy Policy to permit the sharing of non-public personal information other than as described in this notice unless we first notify you and provide you with an opportunity to prevent the information sharing. Any Questions?You may ask questions or voice any concerns, as well as obtain a copy of our current Privacy Policy by contacting us at (201) 905-0070.