(513) 794-2870 | Fax (513) 273-0246

8040 Hosbrook, Road, Suite 220 Cincinnati, OH 45236

 

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Privacy Policy*

Facts

What does Trinity Wealth Management 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 service we are providing and the permission to share given explicitly by our clients.  This information can include:

  • Social Security number and income
  • Account balances and transactions
  • Address of record, employment, income and date of birth

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 members’ personal information; the reasons why Trinity Wealth Management chooses to share, and whether or not you can limit this sharing.

Reasons we can share your personal information

Does Trinity Wealth Management share?

Can you limit this sharing?

For our everyday business purposes –

Such as to process account applications, transfer requests, and moneylink authorizations

Yes

No

For our marketing purposes

No

We do not share

For our third party nonaffiliated custodian –

Information about your  accounts, trades and transactions

Yes

No

For non-affiliates to market to you

No

We do not share

For client, third party professionals –

Such as tax accountants and estate attorneys

With client permission

Yes

Questions?

Call (513) 794-2870 or go to www.gotrinitywealth.com

Who we are

Who is providing this notice?

Trinity Wealth Management, LLC, a registered investment advisor licensed by the Securities and Exchange Commission (SEC).

What we do

How does Trinity Wealth Management protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that include computer passwords, encrypted file storage, two factor identification and other best practices for our industry.

How does Trinity Wealth Management collect my personal information?

We collect your personal information, for example, when you

  • Open an account
  • Request a financial plan
  • Request we coordinate with a third party professional

Why can’t I limit all sharing?

Federal law gives you the right to limit only

  • Sharing for affiliates’ everyday business purposes
  • Affiliates from using your information to market to you
  • Sharing for non-affiliates to market to you

Definitions

Affiliates

Companies related by common ownership or control.  They can be financial and nonfinancial companies.  Trinity Wealth Management has no affiliates.

Non-affiliates

Companies not related by common ownership or control.  They can be financial and non-financial companies.

Trinity Wealth Management does not share personal information with non-affiliates so they can market to you.

Joint Marketing

Trinity Wealth Management does not jointly market.