Privacy Statement

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law allows financial companies to share nonpublic personal information necessary for processing or administering a financial transaction requested or authorized by a consumer. In addition, federal law allows information sharing for purposes of preventing fraud, responding to judicial process or a subpoena, or complying with federal, state, or local laws. 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.

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

• Social Security Number

• Account Balances

• Employment Information

• Transaction History

• Other Personal Information

All financial companies need to share client personal information to run their everyday business. In the section below, we list the reasons financial companies can share their client’s personal information; the reasons TCTWTS chooses to share; and whether you can 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

No

For joint marketing with other financial companies

No

No

For our affiliates’ everyday business purposes—

information about your transactions and experiences

Yes

No

For our affiliates’ everyday business purposes—

information about your creditworthiness

No

We don’t share

For our affiliates to market to you

No

We don’t share

For non-affiliates to market to you

No

We don’t share

Who is providing this notice?

Three Cord True Wealth Tax Solutions, LLC (“TCTWTS”)

How does TCTWTS 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 TCTWTS collect my personal information?

Client non-public personal information is collected by TCTWTS while conducting business. This information may be collected from multiple sources. These sources include, but are not limited to, the collection of your information during the performance of our business operations and services, from your accounts and transactions, from applications and other forms, when processing business on your behalf, during electronic, telephone, written, and verbal communications and/or communications with you and with your authorized representatives (such as your attorney, accountant, or any other third party representative you have authorized), and from other personal information that you provide.

Why can’t I limit all sharing?

Federal law gives you the right to limit only

• Sharing for non-affiliates to market to you

• State laws and individual companies may give you additional rights to limit sharing.

What happens when I limit sharing for an account, I hold jointly with someone else?

Your choices will apply to everyone on the account.

Companies related by common ownership or control. They can be financial and nonfinancial companies. TCTWTS has a wealth management affiliate, Three Cord True Wealth Tax Management, LLC who TCTWTS will share tax information.

Your choices will apply to everyone on the account.

• We do not share information with non-affiliates for marketing purposes.

A formal agreement between non-affiliated financial companies that together market financial products or services to you.

• We do not have any agreements for marketing purposes

Call: (724) 683-3450

Mail: Three Cord True Wealth Tax Solutions, LLC   

        535 Third Street