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Tolleson Wealth Management collects information from you when you submit a request and from your browser when you visit our site. We use it to respond to your inquiry, assess fit with our services, improve our communications, and meet legal obligations.
Collection
When you fill out our request form, you provide your name, email address, phone number, ZIP code, and approximate investable assets. We also collect routine technical information about your visit—your browser type, the pages you view, and where you came from.
Use
We use the information you give us to answer your request, contact you about your inquiry, and determine whether our services may align with your needs. We also use it to improve our site, refine our outreach, and comply with the law.
Sharing
The firm does not sell your personal information. We may share it with service providers who work on our behalf under strict confidentiality agreements. We also share information when required by law.
Telephone Communications
By providing a phone number, you consent to receive calls or text messages from us regarding your request. Standard message and data rates from your carrier may apply. You may opt out at any time by telling us or replying STOP to any text message.
Your Rights
You can ask us to show you what information we hold about you, correct it, or delete it. You can also request that we stop contacting you. Some state residents have additional rights regarding their data. Submit requests using our form on this site.
Cookies
Our site does not use advertising cookies or track your browsing across other websites, and we do not sell your browsing data. Your browser's local storage may retain your entry point to our site, your referral source, and your last calculator result for up to 30 days; these are sent only when you submit a request form. Our hosting and security provider may set a strictly necessary cookie to prevent automated traffic. You can clear all cookies and site data through your browser settings whenever you wish.
Security
We maintain reasonable safeguards to protect your information. However, no internet transmission is completely secure, and we cannot guarantee absolute safety.
Updates
We may update this privacy policy at any time. The current version is always on this page. Contact us at the firm, 100 Liberty Street, Columbus, OH 43215, United States, if you have questions.
Privacy Policy · Tolleson Wealth Management, LLC · 100 Liberty Street, Columbus, OH 43215, United States ·