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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.
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
YES
YES
For our affiliates’ everyday business purposes– information about your creditworthiness
YES
YES
For our affiliates to market to you
YES
YES
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 use security measures that comply with federal law.
These measures include computer safeguards and secured files and
buildings.
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.
- Heirloom Tax Solutions, LLC
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
Effective Date: February 2026
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
We use the information we collect to:
• 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. After opting out, you will
no longer receive SMS messages, except for transactional messages related to your account.
Data Security
We use industry-standard security measures to protect your personal information. We implement appropriate
technical and organizational measures to protect your information from unauthorized access, use, or disclosure.
Your Rights
You have the right to access, update, or delete your personal information by contacting us directly. If you wish to
exercise these rights, please email us at [email protected].
• Opt in to receiving SMS messages from us at any time by texting “START” after receiving the first text from
Heirloom Wealth Management, LLC.
• Opt out of receiving SMS messages from us at any time by replying “STOP” to any message you receive.
• For assistance when communicating with us using SMS, reply “HELP” to any message you receive or call
720-328-2877.
Changes to This Policy
We may update this SMS Privacy Policy from time to time. We will notify you of any changes by posting the new
policy on our website and updating the effective date.
Contact Us
If you have any questions or concerns about this SMS Privacy Policy, please contact us at: 720-328-2877.
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.