5T Wealth Management, LLC

Description

In the course of providing you with advisory services, we may collect, retain, and use your information for the purpose of administering our operations, providing client service, and complying with legal and regulatory requirements. This information may come from sources such as account applications, investment policy statements, from your transactions, and other forms from other written, electronic or verbal correspondence from your brokerage, attorney, accountant or other advisor you may employ.

Ellumination is written and published periodically to provide clients and friends of 5T Wealth with timely commentary regarding the investment portfolio models and decisions that 5T Wealth is making relative to the portfolios.

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