• 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
  • Success 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) 771-1888
Follow us dashicons-facebook-alt dashicons-linkedin dashicons-twitter

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Form CRS: Client Relationship Summary | FINRA Broker/Check

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