Privacy Policy

Effective

April 24, 2025

Information We Collect

We may collect the following types of information:

Personal Information you provide voluntarily (e.g., name, email, phone number) when you fill out a form or contact us.
Financial Information provided through secure intake forms or client portals.
Non-Personal Information such as IP address, browser type, and usage data collected via cookies and analytics tools.

How We Use Your Information

We use the information we collect to:

Provide financial planning and advisory services
Respond to inquiries or service requests
Improve our website and services
Comply with legal or regulatory obligations

Sharing of Information

We do not sell or rent your personal information. We may share your data with:

Trusted third-party service providers who assist in operations (e.g., CRM, email marketing)
Legal or regulatory authorities as required by law
Custodians, attorneys, or accountants at your request and with your consent

Data Security

We implement industry-standard security measures to protect your personal information. These include encryption, firewalls, and access controls.

Cookies and Tracking Technologies

We may use cookies and analytics tools (e.g., Google Analytics) to understand website traffic and user behavior. You can manage cookie preferences in your browser settings.

Your Choices

You may:

Opt out of email marketing by clicking ‘unsubscribe’ at the bottom of any email
Request access to or deletion of your data by contacting us directly

Third-Party Links

Our website may link to third-party sites. We are not responsible for the privacy practices or content of those sites.

Updates to This Policy

We may update this policy periodically. Changes will be posted on this page with an updated effective date.

Contact Us

If you have questions or concerns about this policy, please contact:

TruNorth Wealth
Phone: (775) 364-0010
Email: Hello@TruNorthWealth.com
Mailing Address:
1662 US Hwy 395 N #203
Minden, NV 89423