Privacy Policy

Introduction

At Trails Edge Wealth Advisers ("we," "our," or "us"), we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or interact with us in any way.

Information We Collect

Personal Information

We may collect personal information that you provide directly to us, including but not limited to:

• Name, email address, phone number, and mailing address
• Financial information necessary for providing our services
• Social Security number or tax identification number
• Investment objectives and risk tolerance
• Employment information and income details

Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device and usage, including:

• IP address and browser type
• Device information and operating system
• Pages viewed and time spent on our website
• Referral source and navigation patterns

How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our services
• Process your transactions and manage your account
• Communicate with you about our services
• Send you technical notices and security alerts
• Comply with legal and regulatory requirements
• Prevent fraud and enhance security

Information Sharing and Disclosure

We may share your personal information with:

• Financial service providers and partners necessary to provide our services
• Regulatory authorities and law enforcement agencies when required by law
• Professional advisers and consultants who assist in our operations
• Successor entities in the event of a business transaction

We do not sell your personal information to third parties.

Security Measures

We implement appropriate technical and organizational security measures to protect your personal information, including:

• Encryption of data in transit and at rest
• Secure access controls and authentication procedures
• Regular security assessments and monitoring
• Employee training on privacy and security practices

Your Rights and Choices

You have certain rights regarding your personal information, including:

• Accessing your personal information
• Correcting inaccurate information
• Requesting deletion of your information
• Opting out of marketing communications
• Restricting certain data processing activities

Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us at:

Trails Edge Wealth Advisers
1866 Trails Edge Drive
Northbrook, IL 60062
Phone: (847) 555-0123