True North Advisory Group
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Privacy Policy

Last updated: September 2026

Please read this Privacy Policy to understand how True North Advisory Group handles information obtained from visitors and users of this site.

True North Advisory Group is a brand operated and administered by RTC Direct Marketing LLC. RTC Direct Marketing LLC owns and operates the True North Advisory Group brand and is the legal entity responsible for this website, its administration, and its published policies. References to “True North Advisory Group,” “we,” “us,” or “our” in this Policy refer to the brand and its operation by RTC Direct Marketing LLC.

1. Information We Collect

We may collect information you voluntarily provide, such as your name, email address, phone number, postal address, and any details you submit through forms, chats, or uploads. We may also collect technical data such as IP address, browser type, device information, pages viewed, and approximate location derived from IP address.

2. How We Use Information

We use information to operate and improve the website, respond to inquiries, provide requested information, send service-related communications, analyze usage, maintain security, and comply with legal obligations. Where you consent to marketing or SMS communications, we use your information for those purposes until you opt out.

3. Cookies and Similar Technologies

We may use cookies, pixels, and similar technologies to remember preferences, understand traffic, and improve performance. You can control cookies through your browser settings; disabling cookies may affect site functionality.

4. Data Privacy

Personal information submitted through this website is used for the purposes described in this Policy. We do not share, rent or sell data to affiliates or third-party marketers.

5. SMS and Communications

If you provide a mobile number and consent to text messages, message frequency may vary. Message and data rates may apply. You can opt out of SMS by following the instructions in the message (such as replying STOP). Consent to SMS is not a condition of purchasing any goods or services.

6. Data Retention

We retain information for as long as needed to fulfill the purposes described in this Policy, unless a longer period is required or permitted by law.

7. Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. No method of transmission or storage is completely secure.

8. Your Choices and Rights

You may have privacy rights under applicable law, including rights to request access, correction, deletion, or information about how your data is used. We will respond to verified requests as required by law.

9. Children’s Privacy

This website is not directed to children under 13 (or the age required by local law), and we do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised date. Continued use of the site after changes means you accept the updated Policy.

Our Privacy Contact Point

If you need to exercise rights or ask how True North Advisory Group handles information, use these details.

True North Advisory Group
True North Advisory Group is owned and operated by RTC Direct Marketing LLC.
RTC Direct Marketing LLC is the legal entity responsible for this website, the administration of the True North Advisory Group brand, and this Privacy Policy.

True North Advisory Group

Independent, fee-only fiduciary guidance for the decisions that compound over a lifetime.

Firm

  • Our Approach
  • Who We Serve
  • About
  • Insights

Practice Areas

  • Financial Planning
  • Investment Management
  • Tax Strategy
  • Estate & Legacy Planning

Contact

  • 3715 E Overland Rd, Ste 205
    Meridian, ID 83642
  • (208) 943-2451
  • [email protected]
© 2026 True North Advisory Group. All rights reserved.
True North Advisory Group is a brand owned and operated by RTC Direct Marketing LLC. RTC Direct Marketing LLC is the legal company responsible for the operation and administration of this website and the True North Advisory Group brand.
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