Privacy Policy

Tangible Wealth Solutions collects nonpublic personal information about you from the following sources:

  • Information Tangible Wealth Solutions, receives from clients on applications (name, social security number, address, assets, etc.);
  • Information about client transactions with our firm or other firms (account information, payment history, parties to transactions, etc.).

We may disclose information regarding customers and/or former customers to affiliated and non-affiliated companies that perform certain administrative or recordkeeping services on our behalf, to other financial institutions with which we have processing or other customary arrangements, financial institutions with which we have joint marketing or other agreements such as mutual fund companies, and/or as permitted or required by law. Subject to applicable laws, rules, and regulations, Tangible Wealth Solutions’ general policy is that registered representatives of Tangible Wealth Solutions are allowed to retain certain of their clients’ information should he or she elect to move their registration(s) to another broker-dealer.

Because Tangible Wealth Solutions shares non-public personal information solely to service our client accounts, we do not disclose nonpublic personal information about our customers or former customers, except with the client’s consent, or as permitted or required by law.

If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.

Tangible Wealth Solutions will internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic, and procedural safeguards that meet applicable federal and/or state standards to guard your nonpublic personal information.

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided on this site has been prepared from sources believed to be reliable, but is not guaranteed by Tangible Wealth Solutions or Colorado Financial Corporation and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation.

Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.

1031 Risk Disclosure:

  • There is no guarantee that any strategy will be successful or achieve investment objectives;
  • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
  • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
  • Potential for foreclosure – All financed real estate investments have potential for foreclosure;

  • Liquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments.

  • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
  • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits