Privacy Policy | Disclosures | Accessibility
Privacy Policy
Spectra Wealth Management values and respects your privacy. We are committed to protecting the personal information you share with us.
We may collect limited personal information—such as your name, email address, phone number, or other contact details—when you voluntarily provide it through forms or other means on this website. This information is used solely to respond to your inquiries, provide requested information about our investment services, or improve your experience with our firm.
We do not sell, rent, or trade your personal information to third parties. Information may be shared only with custodians, service providers, or as required by law or regulatory authorities.
We maintain physical, electronic, and procedural safeguards that meet applicable regulatory standards to protect your personal information from unauthorized access or disclosure.
By using this website, you consent to the collection and use of information as described in this Privacy Policy. If you have any questions regarding this policy, please contact us at staff@spectra-wealth.com or (817) 222-2122.
Disclosures
Spectra Wealth Management is an advisory practice of certain Investment Adviser Representatives of TruAdvisors Financial, LLC. Investment advisory services are offered through TruAdvisors Financial, LLC, an SEC-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training.
The information provided on this website is for informational purposes only and should not be considered investment, tax, accounting, or legal advice. Nothing on this website constitutes an offer to sell or a solicitation of an offer to buy any securities or to adopt any investment strategy. All investments involve risk, including the possible loss of principal. Past performance is not a guarantee of future results.
Spectra provides personalized investment management services only after entering into an advisory agreement and receiving the necessary client information. The content of this website is general in nature and may not apply to your individual financial circumstances. You should consult with your own financial, tax, and legal professionals before making any decisions based on information from this site.
Links to third-party websites are provided solely for your convenience. Spectra is not responsible for the content, policies, or practices of these external sites and does not endorse the information they contain.
This website is intended for U.S. residents only. Spectra may only conduct business in states where it is properly registered, exempt, or excluded from registration requirements.
Accessibility
Spectra Wealth Management is committed to ensuring our website is accessible to everyone, including individuals with disabilities.
We strive to comply with the Web Content Accessibility Guidelines (WCAG) to provide an inclusive online experience. Our goal is to make all content, features, and navigation easy to use, regardless of ability.
If you experience any difficulty accessing information on our website or would like to request an accommodation, please contact us at staff@spectra-wealth.com or (817) 222-2122.
