Heirloom
Privacy Policy
Notice
FACTS:
What does Heirloom Wealth Management, LLC (“HWM”) do with your personal information?
Why?
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.
What?
The types of personal information we collect and share depend on the product or service you have with us. This information can include, but is not limited to:
- Social Security number and income;
- Assets and transaction history
- Investment experience and risk tolerance.
When you are no longer our client, we continue to share your information as described in this notice.
How?
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 Heirloom Wealth Management, LLC chooses to share and whether you can limit this sharing.
To limit our sharing
Please note:
If you are a new client, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our client, we continue to share your information as described in this notice.
However, you can contact us at any time to limit our sharing.
Questions?
Call: (720) 328-2877
Who we are
What we do
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.
We collect your personal information, for example, when you
- open an account or give us contact information
- enter into an investment adviser contract or give us your income information
- tell us about your investment or retirement portfolio
We also collect your personal information from other companies.
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 non-affiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
Definitions
Companies related by common ownership or control. They can be financial and nonfinancial companies.
- Heirloom Tax Solutions, LLC
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- NONE
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- NONE
Effective Date: February 2026
SMS Privacy Policy
Heirloom Wealth Management, LLC is committed to protecting your privacy. This SMS Privacy Policy explains how we collect, use, disclose, and safeguard your information when you opt in to receive SMS messages from us.
Information We Collect
When you opt into our SMS program, we may collect the following information:
- Your phone number
- Any other information you provide to us through SMS.
How We Use Your Information
- Send you SMS messages related to our services, events, and updates.
- Respond to your inquiries and provide customer support.
Data Sharing
We do not sell or rent your personal information to third parties. However, we may share your information with trusted service providers, such as SMS delivery platforms.
Opt-Out of SMS Communication
You can opt out of receiving SMS messages at any time by texting “STOP” to 720-328-2877.
Data Security
We use industry-standard security measures to protect your personal information.
Your Rights
You have the right to access, update, or delete your personal information by contacting us directly at heirloominfo@heirloomwm.com.
- Opt in by texting “START” after receiving the first text from Heirloom Wealth Management, LLC.
- Opt out by replying “STOP” to any message you receive.
- For assistance, reply “HELP” or call 720-328-2877.
Changes to This Policy
We may update this SMS Privacy Policy from time to time.
Contact Us
If you have any questions or concerns, please contact us at: 720-328-2877.