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Your privacy is our priority.

We are dedicated to protecting the confidentiality and security of information we collect about you. This notice describes our privacy policy and what we do with your private information.

How we work with you and your private information.

When we meet, determine what services you need, and provide advice to you, we’ll ask you to provide us with necessary information. Within the constraints of our conversation, we may recommend other services using that information.

This is typically what we’ll need to collect:

  • Name and address

  • Social Security or taxpayer identification numbe

  • Assets

  • Income

We won’t sell your personal information to anyone. Ever.

We know how annoying that can be, and frankly it’s just flat-out wrong.

We treat information about current and former clients and their accounts confidentially. We may access information and provide it to third parties only to complete a transaction you’ve requested or providing other services to you.

We won’t disclose any nonpublic information about our customers to anyone, except as permitted by law. Or you.

At your request, we may disclose information to attorneys, accountants, lawyers, securities professionals and others to assist us, or them, in providing services to you. We may also share information with companies that perform services on our behalf, such as the companies that we hire to perform marketing or administrative services. Companies we may hire to provide support services are not allowed to use your personal information for their own purposes. We may make additional disclosures as permitted by law. We also maintain physical, electronic, and procedural safeguards to protect information. Employees and our professional service representatives are required to comply with our established information confidentiality provisions. If your personal information with us becomes inaccurate, or if you need to make a change to that information, please contact us.

 

 

We’ll provide notice of changes in our information sharing practices. 

If it’s necessary to disclose any of your personal information in a way that is inconsistent with this policy, we will give you advance notice of the proposed change so that you’ll have the opportunity to opt out of it. We may revise this policy from time to time and post the new version on our website, which will be applicable upon posting. Please check our website from time to time and make sure that you are aware of the most recent version of this Privacy Policy. You will find the date that the policy was last revised at the top of this Privacy Policy.

Disclosure

This website is a publication of TreMonte Tax Solutions, LLC. TreMonte Tax Solutions is a full-service accounting firm and is operated as a separate entity from the registered investment advisory firm. TreMonte Tax Solutions is not engaged in the practice of law. The two firms are both owned by Derek P. Dall’Olmo and share an office in Traverse City, MI. All investment advisory services are provided exclusively by Tremont Financial Consultants, LLC.

BLOG Disclosure

  • Derek Dall’Olmo is registered as an investment adviser with the State of Michigan and only conducts business in states where he is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
  • Derek Dall’Olmo reserves the right to edit blog entries and delete comments that contain offensive or inappropriate language. Comments will also be deleted that potentially violate securities laws and regulations.
  • All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that an investor’s portfolio will match or exceed any particular benchmark.
  • All opinions represent the judgment of the author on the date of the post and are subject to change. Content should not be viewed as personalized investment advice or as an offer to buy or sell any of the securities discussed. Legal and tax information is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.
  • Historical performance returns for investment indexes and/or categories, usually do not deduct transaction and/or custodial charges or an advisory fee, which would decrease historical performance results.

TFC Podcast Disclosure

  • This podcast is presented by TreMonte Financial Consultants, LLC. The firm is registered as an investment adviser and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.
  • The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. You should consult with a professional advisor before implementing any of the strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
  • Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. All investment strategies can result in profit or loss.

 

We get to know your numbers, without making you feel like one.