(708)-695-5300 | info@4wealthfg.com

Privacy Policy

4Wealth Advisors Inc. Privacy Statement

What does 4Wealth Advisors Inc (“4Wealth”) do with your personal information?


Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.


4Wealth collects and maintains your personal information so we can provide investment services to you. The types of personal information we collect and share can include:

  • Information we receive from you on applications and other forms to open an account or provide investment advice to
    you such as your name, home or business address, tax identification number, telephone number, and financial
    information; Information that we generate to service your accounts such as reporting and transaction information;
    Information that we may receive from third parties with respect to your account or about your transactions, such as
    trade confirmations and statements from brokerage firms.

All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons 4Wealth chooses to share; and whether you can limit this sharing.


Reasons we can share your personal information Does 4Wealth share?

Can you limit this sharing?

For our everyday business purposes—such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

 Yes  No

For our marketing purposes—to offer our products and services to you

 Yes  No
For joint marketing with other financial companies  No  N/A
For nonaffiliates to market to you  Yes  No

Who we are

Who is providing this notice? 4WEALTH ADVISORS, INC.

What we do

How does 4Wealth Advisors, Inc. protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does 4Wealth Advisors, Inc. collect my personal information?

We collect your personal information, for example, when you:

  • open an account or deposit/withdraw funds
  • create a financial plan or use your investor checking account
  • use your linked credit or debit card
Why can’t I limit all sharing?

Federal law gives you the right to limit only:

  • sharing for affiliates’ everyday business purposes—information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.



Companies not related by common ownership or control. They can be financial and nonfinancial companies.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.


To limit our  sharing

  • Call (708) 695-5300 - Peter Recchia, (CPA, AIF) - Chief Compliance Officer
  • Visit us online at https://4wealthfg.com/

Please note: For further information about 4Wealth's Privacy Policy please contact Peter Recchia. If you are a new client, we can begin sharing your information 30 days from the date we sent this notice. 

Questions? Call (708) 695-5300 or go to https://4wealthfg.com/

In three easy steps, our team can help you
find your path to a sustainable, profitable business
and more individual freedom.


How we help businesses & individuals...


 Our Specialties

Athletic Clubs

Our skilled professionals have years of experience providing accounting services to gyms and fitness clubs, so we are intimately familiar with your day-to-day operations and accounting and tax requirements. We want to help you...

read more

Trucking & Transportation

We are experienced in providing businesses in the transportation and trucking industry with the financial advice and quality accounting services required to reach their goals. Our professional team has...

read more


Our firm is committed to helping you achieve financial success within your psychiatric practice. Our skilled professionals have years of experience in providing tax, accounting and payroll services to health and wellness practitioners. Our trained staff understands...

read more


Latest from Our Blog

qb-proadvisor-desktop qb-proadvisor-advdesktop qb-proadvisor-online qb-proadvisor-advonline qb-proadvisor-enterprise

Learn More

Help us. Help others.

Tell us about your experience with our firm.

Review Us