ThreeTrees Retirement Partners is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website www.3treesrp.com or attend our seminars.
Information We Collect
We collect information that you voluntarily provide to us when you:
- Fill out contact forms
- Register for seminars or consultations
- Subscribe to our newsletter
- Communicate with us via email or phone
- Visit our website (through cookies and analytics)
Personal Information Collected:
- Name
- Email address
- Phone number
- Mailing address
- Age / date of birth (for retirement planning)
- Financial information (only during advisory relationship)
- Any other information you choose to provide
Automatically Collected Information:
- IP address
- Browser type and version
- Pages visited and time spent
- Device information
- Referring website
- Cookie data
How We Use Your Information
We use your information to:
- Provide retirement planning services and consultations
- Send you educational content and seminar invitations
- Respond to your inquiries
- Improve our website and services
- Comply with legal and regulatory obligations
- Send periodic emails (you may unsubscribe at any time)
We do not sell, trade, or rent your personal information to third parties for marketing purposes.
Information Sharing
We may share your information with:
- Altitude Capital Management — our affiliated Registered Investment Advisor for account and compliance purposes
- Service providers — trusted third parties who assist in operating our website and conducting business (e.g., email platforms, scheduling tools), under strict confidentiality agreements
- Legal authorities — when required by law, subpoena, or to protect our rights
- Business transfers — in connection with a merger, acquisition, or sale of assets
Cookies
We use cookies and similar tracking technologies to enhance your experience on our website. Cookies are small data files stored on your device. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, some features of our website may not function properly without cookies.
Data Security
We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of these sites. We encourage you to review the privacy policies of any third-party sites you visit.
Your Rights
Depending on your location, you may have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate data
- Request deletion of your data
- Opt out of marketing communications at any time
- Lodge a complaint with a supervisory authority
To exercise any of these rights, please contact us using the information below.
Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us immediately.
Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page with an updated date. We encourage you to review this policy periodically.
Questions About This Policy?
If you have any questions or concerns about our Privacy Policy, please reach out to us directly.
Contact Us