PRIVACY POLICY:

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Altruist Wealth Management LLC (“AWM”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. We will not sell your personal information.

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We want our clients to understand what information we collect, how we use it, and how we protect your personal information.

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Why We Collect Your Information

We gather information about you so that we can:

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• Help design and implement the investment and financial planning-related services we provide you; and

• Comply with the Federal and State laws and regulations that govern us.

What Information We Collect and Maintain

We may collect the following types of “nonpublic personal information” about you:

• Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information;

• Information that we generate to service your financial needs; and

• Information that we may receive from third parties in connection with the services we provide you.

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What Information We Disclose

We are permitted by law to disclose nonpublic personal information about you to unaffiliated third parties in certain circumstances. AWM may disclose clients' nonpublic personal information:

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1. To individuals and/or entities not affiliated with AWM, including but not limited to third parties that assist in the supervision or management of your account(s) (e.g., sub-advisers, account custodian, record keeper, attorney, etc.);

2. To service providers contracted by us in order for us to perform the duties in furtherance of the client's engagement with AWM (e.g., client management systems, archiving technology vendors, cloud service providers, etc.);

3. To your authorized representative or power of attorney;

4. When we receive your prior consent;

5. In connection with a proposed or actual sale, merger, or transfer of all or a portion of our business; and

6. As otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.

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In the event that AWM has a change to its client privacy policy that would allow it to disclose nonpublic personal information not covered under applicable law, AWM will allow its clients the opportunity to opt out of such disclosure.

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Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience and help us analyze site performance and improve our services. Cookies are small text files stored on your device that allow us to collect anonymized data, such as pages visited and time spent on the site.

We also use Google Analytics to gather aggregate data about website usage and performance. Additionally, we use Google Ads remarketing to display relevant advertisements to visitors based on their past interactions with our website. These ads may appear on third-party websites, including Google’s Display Network.

You can manage your cookie preferences by adjusting your browser settings to block or delete cookies. For detailed instructions, please refer to your browser's help documentation:

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• Manage Cookies in Google Chrome

• Manage Cookies in Mozilla Firefox

• Manage Cookies in Safari

• Manage Cookies in Microsoft Edge

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For more information about how Google uses data from our site, visit Google’s Ad Settings to opt out of personalized advertising.

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Data Sharing and Sale

Altruist Wealth Management LLC does not sell, rent, or trade any of your personal information to third parties. While we may share your data with trusted third-party service providers for purposes such as website analytics, advertising, and service delivery (as described in our Cookies and Tracking Technologies section), we do not sell, distribute, or monetize your personal data in any way.

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SMS Texting Opt-In Policy

By providing your mobile phone number, you consent to receive SMS text messages from Altruist Wealth Management for purposes such as appointment reminders, scheduling confirmations, important updates, and client service communications. Text messages will only be sent to clients who have explicitly opted in through our intake process or by messaging us directly.

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You may opt out of receiving SMS text messages at any time by replying “STOP” to any text message or by contacting us directly at 704-885-0939 or info@altruistwm.com. Standard messaging and data rates may apply based on your mobile carrier’s plan.

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Non-Sharing of Mobile Information

Your privacy is our priority. Altruist Wealth Management does not sell, share, or distribute your mobile phone number or any SMS communications to third parties for marketing or other purposes. Your phone number will only be used internally for the purposes outlined above and as permitted by applicable laws and regulations.

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How We Protect Your Personal Information

Privacy has always been important to AWM. We restrict and limit access to client information only to those who need to carry out their business functions. We safeguard client information by preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. Arrangements with companies or independent contractors not affiliated with AWM will be subject to confidentiality agreements.

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Former Clients

Even if we cease to provide you with financial services, our Privacy Policy will continue to apply to you, and we will continue to treat your nonpublic personal information with strict confidentiality. We maintain all records regarding all former clients for the retention period required by law.

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Contact Us

Clients are encouraged to discuss any questions regarding privacy policies and procedures directly with Thomas Carson McLean, Chief Compliance Officer of AWM. Please contact Thomas Carson McLean at 704-885-0939.