• Skip to main content
  • Skip to footer

Custom Wealth Strategies

Client login Complimentary Retirement Assessment

  • What we offer
    • Estate Planning
    • Financial Independence Planning
    • Investment Management
    • Tax Planning
  • Client stories
    • Physicians
    • Executives
    • Business Owners
    • Retirees
  • Who we are
  • Resources
    • Events
    • Blog
  • Contact us
Universal Hero

Personal Data Request

Personal Data Access, Rectification & Erasure Request

Please fill out the below form if you are a resident of the European Union and wish to exercise your right to access, rectify, delete or object to the further processing of the Personal Data we may have about you.

About Your Personal Information

The information you provide here will be processed solely for the purpose of verifying your identity, identifying the information you're requesting, and answering your request. Your personal information will be accessed by our staff only.

How we will process your request

We will answer your request, or request additional information from you within 30 days.

The processing of this request is free of charge, but we reserve the right, as allowed under GDPR Article 12 (5), to charge an administrative fee under certain circumstances.

Please note that we may refuse to act, as allowed under GDPR Article 12 (2) and 12 (5), on requests that are insufficiently substantiated, unfounded or excessive.

"*" indicates required fields

* Please specify the information and the processing activity to which your request relate. The more details you provide, the better we will be able to answer your request.
Consent*
This field is for validation purposes and should be left unchanged.
Custom wealth strategies footer white logo

Get in touch with us
4990 Transit Road, Depew, NY 14043

team@cwsplan.com
(716) 936-7297
Follow us dashicons-facebook-alt dashicons-linkedin dashicons-twitter

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability."

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Custom Wealth Strategies. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Custom Wealth Strategies is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.
Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Raymond James Privacy Notice | Raymond James Legal Disclosure | BrokerCheck

Form CRS: Client Relationship Summary | FINRA Broker/Check | FINRA | SIPC

 

Copyright © 2025 Custom Wealth Management. All Rights Reserved.   |  Privacy Policy  |  Web Accessibility  |  Site Map  |  Design by TinyFrog Technologies