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, and safeguard your information when you opt in to receive text messages from us. Our full SMS program terms are in our SMS Terms.
How You Opt In
You opt in to text messages by checking the optional text message consent box on a form on heirloomwm.com, or the consent box in the chat window on our website, and submitting it with your mobile number. The box is never pre-checked, and consent to receive text messages is not a condition of any purchase or service.
Information We Collect
When you opt into our SMS program, we may collect the following information:
- Your mobile phone number
- The date, time, and wording of the consent you gave
- Any other information you provide to us through text messages
How We Use Your Information
- Follow up on requests you make through our website, such as an assessment or a question.
- Schedule and remind you of appointments with an advisor.
- Respond to your inquiries and provide customer support.
Data Sharing
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing with subcontractors in support services, such as the platform that delivers our text messages, is permitted. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. This applies to all mobile information and text messaging opt-in data, notwithstanding anything else in this notice.
Message Frequency and Costs
Message frequency varies. Message and data rates may apply.
Opting Out and Getting Help
- Reply “STOP” to any text message from us to stop receiving messages. We will send one message confirming you have been unsubscribed.
- Reply “HELP” to any text message for help, or contact us at 720-328-2877 or info@heirloomwm.com.
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.
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 or info@heirloomwm.com.
Website Privacy and Cookies
This section covers information collected from visitors to heirloomwm.com. It is separate from and additional to the GLBA privacy notice above, which governs the financial information of Heirloom clients.
What We Collect From Site Visitors
When you visit this site we may collect your IP address, browser and device information, the pages you view and how long you spend on them, the site or search that referred you, and your interactions with our booking and contact forms.
Tools We Use
- Google Analytics 4 to count visits and understand which pages get used.
- Google Ads conversion tracking to measure whether our advertising brings people to the site.
- LeadConnector, which provides the scheduling tool on our Book a Call page and the form on our Contact page.
- Calendly, which provides the scheduling tool on some advisor profile pages.
- Google Maps, which provides the office maps on our Contact page.
- Adobe Typekit, which delivers the fonts this site uses.
Information Entered Into Forms
Our advertising conversion measurement may automatically collect information you enter into forms on this site, including your email address, phone number, and postal address, and transmit it to Google in hashed form to measure advertising conversions. You can turn this off by setting the Targeting category to off in Cookie Preferences.
Global Privacy Control
This site honors the Global Privacy Control signal. If your browser sends GPC, we treat it as an opt-out and turn off everything except strictly necessary cookies before any other tag runs. You do not need to do anything else.
Changing Your Cookie Preferences
Select Cookie Preferences in the footer of any page to see the four categories we use and change your choices at any time. Strictly necessary cookies cannot be switched off, because the site needs them to work.
Making a Privacy Request
To ask what we hold about you, or to request correction or deletion, email info@heirloomwm.com or call 720-328-2877. We do not require you to verify your identity in order to opt out of the sale or sharing of personal information.