Your Privacy Matters
Last updated: July 2026
Champion Wealth Management is committed to protecting the privacy and security of the personal information you share with us. This notice describes the information we collect, how we use and protect it, and the choices you have.
We collect personal information necessary to provide financial and insurance services, including: information you give us (such as your name, address, phone, email, date of birth, Social Security number, and financial details like income, assets, and goals); information about your transactions with us, LPL Financial, Visionary Square, and others; and information from third parties such as custodians, insurance carriers, and consumer-reporting agencies as needed to serve you.
We use your information to open and service your accounts, provide financial advice and insurance solutions, respond to your requests, comply with our legal and regulatory obligations, and improve the services we provide.
We maintain physical, electronic, and procedural safeguards designed to protect your personal information, and we limit access to those who need it to serve you. Our practices are intended to comply with applicable federal and state privacy regulations, including Regulation S-P.
We do not sell your personal information to anyone. We share it only as necessary to serve you and as permitted by law — for example, with LPL Financial and Visionary Square (as our broker-dealer and Registered Investment Advisor), account custodians, insurance carriers, and service providers who help us operate, or when required by regulators or applicable law. These parties are obligated to keep your information confidential.
Under the California Consumer Privacy Act (CCPA), California residents have certain rights regarding their personal information, including the right to request that a business not sell it. We do not sell your personal information. To make a privacy request or ask a question about your data, please contact us using the information below.
We may update this Privacy Policy from time to time. The current version will always be posted on this page.
Champion Wealth Management · Office: (662) 253-8406 · 6945 Ranch Ridge Cove West, Walls, MS 38680 · davidj.schwartz@lpl.com