Website disclosures

Who we are

True North Wealth Collective is a d/b/a of The Alchemists, LLC (CRD #333737), a registered investment adviser with its principal office in the State of Vermont. Registration does not imply a certain level of skill or training. Additional information about The Alchemists, LLC is available on the Investment Adviser Public Disclosure website.

Where we can advise you

Although we provide our services virtually, we may provide individualized investment advice or recommendations to clients only in jurisdictions where we are properly registered, notice-filed, or exempt from registration. We will verify that we are authorized in the appropriate jurisdiction before providing services to any new client.

An investment advisory relationship can only be established, and investment advice can only be provided, after the execution of an investment advisory agreement and the delivery of the required disclosure documents. Nothing on this website creates that relationship.

This website is educational, not advice

The views and opinions expressed here are made as of the date of publication and are subject to change over time. The content of this website, including anything published under Insights, is for informational and educational purposes only. Website content is not intended as individualized investment advice, or as tax, accounting, or legal advice.

Articles that discuss estate planning, powers of attorney, health care directives, trusts, tax strategy, or similar topics are general education. They are not a substitute for advice from a licensed attorney or tax professional, and you should consult one about your own circumstances before acting.

When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell that investment. This information should not be relied upon as the sole factor in an investment decision.

Investment risk

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of the funds invested. It should not be assumed that any recommendation made will be profitable or will equal any performance noted on this site.

If you are a current client

It is your responsibility to notify us, in writing, if there are any changes in your personal financial situation or investment objectives, so that we can review, evaluate, and update our previous recommendations and services as necessary. Please also tell us in writing if you would like to impose, add, or modify any reasonable restrictions on our investment advisory services.

Third-party information and links

Although we gather information from sources we deem reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third party. Your use of that information is at your sole risk. Under no circumstances are we liable for any claims of damages resulting from the use of, or the inability to use, the information provided on this site.

This website may contain links to third-party websites. When you follow one of those links you are leaving this website. We make no representation as to the completeness or accuracy of information provided at those websites, and we are not liable for any direct or indirect technical or system issues, or any consequences arising out of your access to or use of third-party technology, websites, information, or programs.

Social media

Where we link to social media pages, those links are provided for marketing purposes. It is up to you to read and understand the privacy policies and terms of service of each social media site you engage with. We do not expressly or implicitly adopt or endorse any of the expressions, opinions, or content posted by third parties on social media sites, and we have no control over how those sites or other third parties use the information visitors share.

No client is compensated to follow us or connect with us on social media. Clicking a “like” button does not constitute a testimonial for or endorsement of our firm, any associated person, or our services. It is merely a mechanism to circulate content. The number of people who choose to follow or like our social media does not constitute a testimonial or endorsement of our firm, our personnel, or our services.

If you have specific questions or concerns about our services or your investments, please contact our office directly. You should not communicate with us by private message through social media. We do not monitor messages within social media channels and cannot protect your privacy when you use those sites.

Changes to these disclosures

We reserve the right to change, modify, add, or remove portions of these disclosures at any time and for any reason. We suggest you review them periodically. Changes are effective immediately upon posting, and by accessing this website after changes are posted you agree to them as modified.

Questions

Call us at (612) 234-1122, or see our privacy policy for how we handle your information.