Privacy Policy

Last Updated: October 2025

Who We Are

Truly Diversified Wealth Management is a Minnesota-based financial advisory and real estate company operated by Anthony Underwood, licensed Investment Advisor Representative (Van Clemens) and Realtor (Fathom Realty).

Our mission is to build trust through transparency by helping clients create personalized financial strategies across real assets, not just stocks and bonds.

You can contact Anthony at:

info@trulydiversified.com

612-741-6676

Information We Collect

We may collect the following information when you interact with our website or complete forms:

Name, email address, and phone number
Information you submit when requesting educational materials (such as our free book)
Information you provide during scheduling, consultation requests, or through follow-up emails or texts
Basic website analytics data (e.g., page visits, device type, location) through tools like Wix Analytics or Meta Pixel

How We Use Your Information

We may collect the following information when you interact with our website or complete forms:

Name, email address, and phone number
Information you submit when requesting educational materials (such as our free book)
Information you provide during scheduling, consultation requests, or through follow-up emails or texts
Basic website analytics data (e.g., page visits, device type, location) through tools like Wix Analytics or Meta Pixel

Communication Consent

By submitting a form on our website, you consent to be contacted by Truly Diversified Wealth Management by phone, text, or email using the information you provided.

All communications will be educational or informational in nature. You can opt out of any future communications at any time by:

Clicking “unsubscribe” in any email we send, or
Replying “STOP” to any SMS text message, or
Contacting us directly at info@trulydiversified.com.

We comply with all applicable U.S. marketing and communication laws, including the Telephone Consumer Protection Act (TCPA) and the CAN-SPAM Act.

Data Security

We use secure systems through Wix.com and trusted third-party tools to store and process your data. Wix encrypts data during transfer and storage. Only authorized personnel can access your information, and only for legitimate business purposes.

Cookies and Tracking

Our website uses cookies and similar tracking technologies to:

Measure site performance and user engagement
Track conversions from advertising platforms such as Meta (Facebook/Instagram)
Remember user preferences for smoother site navigation

You can disable cookies in your browser settings at any time. Some parts of the site may not function properly if cookies are disabled.

Data Retention

We keep your information only as long as necessary to:

Fulfill your requests and maintain client relationships, or
Comply with legal and regulatory requirements.

When data is no longer needed, it is securely deleted or anonymized.

Your Rights

You may request at any time to:

Access or correct the information we hold about you
Delete your information from our database
Withdraw consent to receive marketing communications

To exercise these rights, please email info@trulydiversified.com.

Educational Disclaimer

Any financial content, materials, or downloads (including the book True Diversification) are provided for educational purposes only. They do not constitute individualized investment, legal, or tax advice. You should always consult with a licensed professional before making financial decisions.

Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. The “Last Updated” date above will always indicate the latest version.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, contact:
info@trulydiversified.com

612-741-6676