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This Privacy Policy explains how TruWealth Advisors ("TruWealth," "we," "us") collects, uses, and shares information about you when you visit truwealthadvisors.com, complete the Wealth Creation Scorecard, request a report, or otherwise interact with our website (collectively, the "Services").

1. Information We Collect

Information you provide: Your name, email address, business information, and your responses to Scorecard questions. If you contact us, we also collect the contents of your message.

Information collected automatically: Standard log data such as IP address, browser type, referring page, pages visited, and timestamps. We use cookies and similar technologies to operate the site and to measure performance.

We do not knowingly collect information from individuals under the age of 18.

2. How We Use Your Information

To generate and deliver your personalized Scorecard report
To respond to your inquiries and contact requests
To send you information about TruWealth services, including the Wealth Ascension Blueprint Workshop and discovery calls
To improve our content, Scorecard, and Services
To comply with legal obligations and enforce our Terms of Use

3. Marketing Communications

By submitting your information through the Scorecard or any contact form, you consent to receive email communications from TruWealth Advisors related to your results and our Services. You may opt out at any time using the unsubscribe link in any email, or by emailing hello@truwealthadvisors.com. Transactional emails (such as delivery of your Scorecard report) may continue after you opt out of marketing emails.

4. How We Share Information

We do not sell your personal information. We may share information:

With service providers who help us operate the Services (e.g., email delivery, hosting, analytics), under contractual confidentiality obligations
With Apella Wealth, if and only if you specifically request an introduction or schedule an investment advisory consultation through us
To comply with applicable law, regulation, legal process, or governmental request
In connection with a merger, acquisition, financing, or sale of assets

5. Data Retention

We retain your information for as long as necessary to provide the Services, to comply with legal obligations, resolve disputes, and enforce our agreements. You may request deletion of your data at any time as described in Section 7 below.

6. Security

We use commercially reasonable technical and organizational measures to protect your information. No system is perfectly secure, however, and we cannot guarantee absolute security.

7. Your Rights

Depending on your jurisdiction, you may have the right to access, correct, delete, or port your personal information, or to opt out of certain processing. Residents of California, Virginia, Colorado, Connecticut, Utah, and other states with comprehensive privacy laws may have additional rights, including the right to opt out of the "sale" or "sharing" of personal information (we do not sell or share for cross-context behavioral advertising as those terms are defined under such laws).

To exercise any of these rights, contact us at hello@truwealthadvisors.com. We will respond within the timeframes required by applicable law.

8. Cookies

We use first- and limited third-party cookies for essential site functionality and analytics. You can control cookies through your browser settings; disabling cookies may limit some features of the site.

9. International Visitors

The Services are operated in the United States. If you access the Services from outside the United States, your information will be transferred to, stored, and processed in the United States, which may have different data-protection laws than your jurisdiction.

10. Changes

We may update this Privacy Policy from time to time. The "Last updated" date above will reflect the most recent revision. Material changes will be communicated through the site.

11. Contact

TruWealth Advisors
hello@truwealthadvisors.com