Legal
Privacy policy
Effective September 1, 2026
True North Wealth Collective is a d/b/a of The Alchemists, LLC. This policy describes how we handle your personal information.
We recognize 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 disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information.
Why We Collect Your Information
We gather information about you so we can help design and implement the investment and financial planning related services we provide you, and so we can comply with the federal and state laws and regulations that govern us.
What Information We Collect and Maintain
We could 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 we generate in the course of servicing your financial needs.
- Information we could receive from third parties, such as the custodian who holds your accounts.
Information You Give Us Through This Website
If you contact us through this website, we receive what you choose to send: typically your name, your email address, and whatever you write in your message. We use it to reply to you and, if we go on to work together, to open and service your relationship. We do not sell it and we do not use it for advertising.
Please do not send Social Security numbers, account numbers, or other sensitive information through a web form or by email. Those channels are not secure. Call us at (612) 234-1122 and we will give you a safe way to share them.
What Information We Disclose
Federal law gives you the right to limit the sharing of your nonpublic information by opting out of the following: sharing information with affiliates for everyday business purposes; sharing information about your creditworthiness; or sharing with affiliates or non-affiliates so they can market their services to you. We do not share your information under any of these circumstances.
We do not disclose nonpublic information about you to unaffiliated third parties except as necessary for us to provide services to you, including broker-dealers, sub-advisers, account custodians, portfolio management, and other financial software or web application providers, as permitted by law. You must provide your written consent, or opt in, to allow us to share your nonpublic information with these parties in any other circumstance.
How We Protect Your Personal Information
Your privacy is of the utmost importance to us. We restrict and limit access to client information to only 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 our firm are subject to confidentiality agreements.
Former Clients
After you cease to be our client, we are required to maintain certain nonpublic information about you to comply with applicable federal and state regulations. Even if we cease to provide you with financial services, this privacy policy will continue to apply to you, and we will continue to treat your nonpublic information with strict confidentiality.
Contact Us
You are encouraged to contact us at (612) 234-1122 with any questions about our privacy policies and procedures. Our website disclosures cover the terms that apply to using this site.