Privacy policy
What we collect through this website, how we use it, and the choices you have. We do not sell your personal information.
Walters Wealth Management, LLC (“Walters Wealth Management,” “we,” “us”) is a financial practice in Poulsbo, Washington. This policy explains how we handle information collected through this website, walterswm.com, and the tools and forms on it.
Securities are offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC, and investment advisory services are offered through Kestra Advisory Services, LLC (Kestra AS). Walters Wealth Management, LLC is not affiliated with Kestra IS or Kestra AS.
If you are a client, the personal and financial information connected to your accounts is also governed by the Kestra Financial Privacy Notice, which you receive when you open an account and each year after. Where that notice and this policy differ for account information, the Kestra notice controls.
We only receive personal information through this site when you choose to send it to us.
When you use our contact form, we receive your name, business name, email, phone number, and your message. Our scheduling calendar is provided by Calendly. When you book a time, Calendly collects the details you enter and shares them with us.
Your answers to these tools stay in your browser while you work through them. We receive your answers, scores, and contact details only if you ask us to send your results or request a conversation.
Our Washington tax calculators run entirely in your browser. The figures you enter are not sent to us or stored by this site.
When you nominate a business or share a story, we receive what you enter, such as your name, email, phone number, the business name and town, your connection to the business, your message, and whether we may mention you by name.
When you email us, we keep those messages, as required for our industry.
Like most websites, our hosting provider, Netlify, records standard technical information when pages load, such as your IP address, browser and device type, the pages you visit, the site that referred you, and the date and time. We use this information to keep the site running, secure, and to understand overall site traffic.
We do not use advertising cookies, tracking pixels, or tools that follow you across other websites.
A few parts of the site load content from other providers, who may receive your IP address and device information, and in some cases set their own cookies, under their own privacy policies:
We send marketing email only to people who have asked to receive it, and every email includes a way to unsubscribe.
If you communicate with us by text message, we will not share your mobile number or text messaging consent with third parties or affiliates for their marketing purposes. You can reply STOP at any time to stop receiving texts from us.
We keep information as long as needed for the purpose it was collected and as long as required by securities regulations, which call for many business communications to be preserved for a number of years.
This site uses encrypted connections (HTTPS), and we take reasonable steps to protect the information you send us. No website or internet transmission is completely secure, so please do not send account numbers, Social Security numbers, or other sensitive financial details through our website forms or by email. We will provide a secure way to share them when needed.
To make a request, contact us using the details below. Depending on where you live, you may have additional rights under your state’s law, and we will respond to requests as that law requires.
We do not ask for or intend to collect health information through this website. Please do not include health details in website forms. If health information becomes relevant to planning, such as for insurance, we will discuss it with you directly.
This website is intended for adults and is not directed to children. We do not knowingly collect personal information from anyone under 18.
Our site links to other websites, including Kestra, FINRA, SIPC, and government sources. We are not responsible for their content or privacy practices, so please review their policies when you visit them.
We may update this policy from time to time. When we do, we will post the new version here and change the “Last updated” date. This version was last updated October 15, 2026.
Walters Wealth Management, LLC
16201 Norum Rd NE, Poulsbo, WA 98370
For questions about the Kestra Financial Privacy Notice, you may also contact Kestra’s Privacy Officer as described in that notice.