CALIFORNIA PRIVACY POLICY

Your Privacy Matters

Skyliner Wealth, LLC DBA True Wealth Group

750 NW Charbonneau Street, Suite 211 | Bend, OR 97703 | Phone: +1 (541) 588-5008

Effective: March 16, 2026

California Privacy Notice

This California Privacy Notice applies solely to residents of the State of California and supplements the information contained in the Privacy Policy of Skyliner Wealth, LLC dba True Wealth Group.

This notice is provided in accordance with the California Consumer Privacy Act of 2018 ("CCPA"), as amended by the California Privacy Rights Act ("CPRA").

True Wealth Group respects your privacy and is committed to protecting personal information collected from clients, prospective clients, and visitors to our website.

Information That We Collect

Depending on your relationship with our firm, we may collect the following information:

Identifiers Name, mailing address, email address, telephone number, internet protocol (IP) address, or other similar identifiers
Personal Information Categories listed in the California Records Statute Name, address, telephone number, employment information, and financial account information
Commercial Information Records of financial products or services obtained, investment objectives, transaction history, and account activity
Internet or Network Activity Information Information regarding a consumer's interaction with our website, including browsing activity, device information, and website usage data
Professional or Employment Information Occupation, employer information or professional background when voluntarily provided
Sensitive Personal Information Information such as Social Security numbers, taxpayer identification numbers, or financial information when necessary to provide investment advisory services

Sources of Personal Information

We collect personal information from the following sources:

  • Information you provide directly through forms, communications, or account applications
  • Information received from custodians, broker-dealers, or other financial institutions
  • Information received from service providers assisting us in operating our business

Purpose for Collecting Personal Information

We use the personal information we collect for our internal business purposes, which include the following:

  • To manage our customer relationships, including to communicate with customers and provide our services to them
  • For research and development purposes, including to conduct due diligence regarding a product or services
  • For quality and business improvement purposes, including to document interactions with consumers to ensure quality of services
  • To provide or receive a product or service to or from a business
  • To advertise and market our products and services, including via email and digital advertising
  • For talent acquisition and HR-related purposes, including to hire applicants

Disclosure of Personal Information

True Wealth Group does not sell personal information. We may disclose personal information to service providers or other third parties for legitimate business purposes, including:

  • Custodians and brokerage firms
  • Technology providers and software vendors
  • Compliance consultants and professional advisors
  • Administrative service providers
  • Regulators and governmental authorities required by law

These parties are contractually required to use personal information only for permitted business purposes and to protect its confidentiality.

Sale of Personal Information

True Wealth Group does not sell personal information and does not share personal information for cross-context behavioral advertising.

Retention of Information

We retain personal information only for as long as necessary to fulfill the purposes for which it was collected, including to comply with regulatory recordkeeping obligations under federal securities laws and other applicable regulations.

California Consumer Rights

California residents have certain rights regarding their personal information.

Right to Know You may request information about the categories and specific pieces of personal information we have collected about you
Right to Delete You may request that we delete personal information we have collected about you, subject to certain legal exceptions
Right to Correct You may request correction of inaccurate personal information maintained by us
Right to Limit Use of Sensitive Personal Information You may request limitations on the use of certain sensitive personal information
Right to Non-Discrimination We will not discriminate against you for exercising your privacy rights under California law

Submitting a Privacy Request

California residents may submit privacy requests by contacting us at:

True Wealth Group 750 NW Charbonneau St. Suite 211 Bend, OR 97703
Phone: +1 (541) 588-5008
Email: info@mytruewealthgroup.com

Changes to this Notice

True Wealth Group reserves the right to amend this California Privacy Notice at any time. Updates will be posted on our website with a revised effective date.