California Consumer Privacy Act (CCPA) Disclosure

Last Updated: July 21, 2026

This Privacy Notice for California Residents supplements the information contained in the general Privacy Policy of TRUROCK Wealth (“we,” “us,” or “our”) and applies solely to visitors, users, and others who reside in the State of California (“consumers” or “you”). We adopt this notice to comply with the California Consumer Privacy Act of 2018 (CCPA) and the California Privacy Rights Act (CPRA).

1. Information We Collect

In the preceding 12 months, Compass Retirement Allies has collected the following categories of personal information through our website, electronic forms, or communication channels:

Category	Examples	Collected
A. Identifiers	Real name, postal address, phone number, unique personal identifier, IP address, email address, account name.	YES
B. Personal Information (Cal. Civ. Code § 1798.80)	Name, signature, contact information, financial information, employment history.	YES
C. Protected Classifications	Age, citizenship status, marital status, gender.	YES
D. Commercial Information	Records of personal property, products or services purchased, obtained, or considered.	NO
E. Biometric Information	Genetic, physiological, behavioral, or biological characteristics.	NO
F. Internet / Network Activity	Browsing history, search history, online behavior, interactions with our website, applications, or advertisements.	YES (Via standard cookies, analytics, and web server logs)
G. Geolocation Data	Approximate physical location based on IP address.	YES
H. Sensory / Electronic Data	Audio, electronic, visual, or thermal information (e.g., recorded voicemails).	NO
I. Professional / Employment	Current job history, professional certifications, or performance evaluations.	YES
J. Non-Public Education Data	Student records, transcripts, or disciplinary history.	NO
K. Inferences from Data	Profiles reflecting a person’s preferences, characteristics, psychological trends, or attitudes.	NO

2. Sources of Personal Information

We collect the categories of personal information listed above from the following primary sources:

Directly from you: Forms you fill out, scheduling apps, or inquiries you submit on our website.
Indirectly from you: Automated tracking technologies (cookies, browser tokens) that monitor website usage, device profiles, and traffic data.

3. Use of Personal Information

We use or disclose the personal information we collect for one or more of the following business purposes:

To deliver financial advisory updates, information, or respond to direct user requests.
To optimize, secure, and maintain website performance and user experience.
To satisfy regulatory, legal, or compliance obligations inherent to wealth management operations.

We do not sell your personal information or share it with third parties for cross-context behavioral advertising purposes.

4. Your Rights Under the CCPA/CPRA

California residents possess specific statutory rights regarding their personal data:

Right to Know and Access: You may request that we disclose the specific pieces and categories of personal information we have collected about you over the past 12 months.
Right to Delete: You may request the erasure of personal information collected from you, subject to specific statutory financial record-keeping exemptions.
Right to Correct: You may request that we rectify inaccurate personal information that we maintain about you.
Right to Non-Discrimination: We will not discriminate against you (via pricing, service degradation, or denial) for exercising any privacy rights.

5. Submitting a Request

To exercise your right to access, delete, or correct your information, please submit a verifiable consumer request to us via:

- Email: info@trurockwealth.com
- Phone: (801) 673-1759

Only you, or a person registered with the California Secretary of State that you authorize to act on your behalf, may make a verifiable consumer request related to your personal information.

Disclosure

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Investment Advisory Representative of, and Advisory Services offered through, Portside Wealth Group, LLC (“Portside Wealth”), an SEC Registered Investment Advisor. Portside Wealth and their representatives do not provide tax or legal advice. Each firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability.

The content is developed from sources believed to be providing accurate information. This site is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Portside Wealth Group LLC, its affiliated companies, and their representatives and employees do not give legal or tax advice. We encourage you to consult your tax advisor or attorney.

Form CRS

ADV 2A