Privacy Policy
Last Updated: March 11th, 2026
Advisors Management Group respects your privacy and is committed to protecting the personal information you share with us through our website. This Privacy Policy explains what information may be collected through our website, how it may be used, who may have access to it, and what rights you may have regarding your information.
Please note that this Privacy Policy should be reviewed by Advisors Management Group’s legal and compliance team before publication.
Who We Are
Advisors Management Group was organized in 1988 as a Registered Investment Advisor firm. Our firm provides investment advisory, financial planning, business consulting, accounting, tax planning, tax preparation, and payroll services for individuals, families, and small businesses. Our professional staff serves clients nationwide through our offices in Wisconsin, including La Crosse, Eau Claire, and Green Bay.
Our website address is: https://www.advisorsmanagement.com/.
Information We May Collect
When you visit or interact with our website, we may collect certain information depending on how you use the site. This may include:
Information you submit through online forms, such as your name, phone number, email address, and message details
Information related to comments or reviews, if those features are available on the website
Technical information, such as your IP address, browser type, device information, and browser user agent string
Website usage information collected through analytics tools
Information uploaded through secure forms, portals, or document-sharing tools, if applicable
[NOTE: AMG should confirm all website forms, portals, plugins, and third-party tools used on the website.]
Comments And Reviews
If visitors leave comments or reviews on the website, we may collect the information shown in the comment or review form, along with the visitor’s IP address and browser user agent string to help with spam detection and website security.
Visitor comments may be checked through an automated spam detection service.
Media
If you upload images to the website, you should avoid uploading images that include embedded location data, such as EXIF GPS data. Visitors to the website may be able to download and extract location data from images posted on the website.
Cookies
Our website may use cookies to improve user experience, support website functionality, remember certain preferences, and help us understand how visitors use the site.
If you leave a comment on our site, you may have the option to save your name, email address, and website in cookies. These cookies are for your convenience so you do not need to fill in your details again if you leave another comment. These cookies may last for up to one year.
You may be able to adjust your browser settings to refuse cookies or alert you when cookies are being used. Some parts of the website may not function properly if cookies are disabled.
Embedded Content From Other Websites
Pages or articles on this website may include embedded content, such as videos, images, articles, maps, links, forms, or other external content. Embedded content from other websites behaves in the same way as if the visitor had visited the external website directly.
These third-party websites may collect data about you, use cookies, embed additional tracking, and monitor your interaction with their content, including your interaction with embedded content if you have an account with that website and are logged in.
How We Use Information
Information collected through our website may be used to:
- Respond to inquiries submitted through online forms
- Provide information about our services
- Support client communication and service requests
- Maintain website functionality and security
- Analyze website usage and improve user experience
- Manage comments, reviews, or spam detection, if applicable
- Support administrative, legal, regulatory, or compliance needs
We do not use website form submissions to guarantee any financial, investment, tax, accounting, or business result.
What We Collect And Store
While you visit our site, we may track information such as location data, browser type, device information, and website activity for analytics and security purposes.
If you fill out a form on our website, we generally store the information you provide for as long as needed for the purpose for which it was collected, unless a longer retention period is required or permitted for administrative, legal, regulatory, compliance, or security reasons.
We may also store comments or reviews if you choose to leave them.
Who On Our Team Has Access
Authorized members of the Advisors Management Group team may have access to the information you provide through online forms, comments, reviews, portals, or other website features.
Team members may access this information to respond to inquiries, provide client support, fulfill service requests, maintain website operations, and support administrative, legal, regulatory, or compliance obligations.
Who We Share Your Data With
We may share information with third-party service providers who help us operate our website, communicate with visitors, manage forms, analyze website activity, support client portals, detect spam, or provide other services related to website functionality.
Examples may include:
- Website hosting providers
- Website maintenance providers
- Analytics providers
- Spam detection tools
- Secure portal or form providers
- Email or communication tools
- Payment processors, if applicable
- Client document management platforms, if applicable
[NOTE: AMG should confirm the full list of third-party providers used on the website, including analytics tools, form providers, payment systems, client portals, and spam detection services.]
Google Analytics
We may use Google Analytics to help us understand how visitors use our website.
You can read more about how Google uses personal information here:
https://policies.google.com/privacy
You can opt out of Google Analytics here:
https://tools.google.com/dlpage/gaoptout
How Long We Retain Your Data
If you leave a comment or review, the comment or review and its metadata may be retained indefinitely. This helps us recognize and approve follow-up comments automatically rather than holding them in a moderation queue.
If you submit an online form, we may retain the personal information you provide for as long as needed to respond to your inquiry, provide services, maintain business records, support compliance obligations, or meet administrative, legal, regulatory, or security requirements.
Website administrators may be able to see and manage information submitted through website forms or stored within the website.
Your Rights Over Your Data
Depending on your location and applicable law, you may have certain rights related to the personal information we hold about you. If you have left comments, submitted an online form, or otherwise provided information through our website, you may request to receive an exported file of the personal data we hold about you, including data you have provided to us.
You may also request that we erase personal data we hold about you. This does not include information we may be required or permitted to retain for administrative, legal, regulatory, compliance, or security purposes.
To make a request, please contact Advisors Management Group using the contact information provided on our website.
Where Your Data Is Sent
Visitor comments may be checked through an automated spam detection service. Information submitted through website forms, portals, payment tools, or third-party services may be processed by the service providers that support those tools.
[NOTE: AMG should confirm where form submissions, portal uploads, payment data, and analytics data are processed or stored.]
Security
We take reasonable steps to help protect information submitted through our website. However, no website, online form, email, portal, or electronic transmission method can be guaranteed to be completely secure.
Visitors should avoid submitting sensitive personal, financial, tax, or account information through general website forms unless the form is specifically designed for secure submission.
Links To Other Websites
Our website may include links to third-party websites. Advisors Management Group does not control and is not responsible for the privacy practices, security, content, or availability of third-party websites. We encourage visitors to review the privacy policies of any external websites they visit.
Changes To This Privacy Policy
Advisors Management Group may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised “Last Updated” date.
Contact Us
If you have questions about this Privacy Policy or how information submitted through our website is handled, please contact Advisors Management Group.
Email: amgi@amgteam.com
Website: https://www.advisorsmanagement.com/