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Heirloom
Privacy Policy Notice
FACTS:
What does Heirloom Wealth Management, LLC 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; and
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.
Reasons we can share your personal information
Does Heirloom Wealth Management, LLC
Can you limit this sharing?
For our everyday business purposes– such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
YES
NO
For our marketing purposes– to offer our products and services to you
YES
YES
For joint marketing with other financial companies
NO
We do not share
For our affiliates’ everyday business purposes– information about your transactions and experiences
NO
We do not share
For our affiliates’ everyday business purposes– information about your creditworthiness
NO
We do not share
For our affiliates to market to you
NO
We do not share
For non-affiliates to market to you
NO
We do not share
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
Who is providing this notice?
Heirloom Wealth Management, LLC
What we do
How does Heirloom Wealth Management, LLC protect my personal information?
To protect your personal information from unauthorized access and use, we restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We also maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.
How does Heirloom Wealth Management, LLC collect my personal information?
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.
Why can’t I limit all sharing?
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
What we do
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
- NONE
Non-affiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
- NONE
Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
- NONE
Contact
6400 S Fiddlers Green Circle
Suite 1970
Greenwood Village, CO 80111
3200 Cherry Creek S Dr.
Suite 130
Denver, CO 80209
© 2026 Heirloom Wealth. All Rights Reserved.
The information provided on this website is for general informational purposes only and is believed to be from reliable sources; however, its accuracy or completeness is not guaranteed. This material is not intended to provide tax, legal, or investment advice. Individuals should consult with qualified tax or legal professionals regarding their specific circumstances. Nothing contained herein should be construed as a solicitation or offer to buy or sell any security.
Heirloom Wealth Management LLC takes data privacy seriously. In accordance with applicable privacy laws, you may request information regarding the collection and use of personal data or exercise applicable privacy rights.
Investment advisory services are offered through Heirloom Wealth Management LLC, a Registered Investment Adviser.