Privacy Policy

At 3 Dimensional Wealth Advisory (3DWA), protecting customer privacy is paramount and we realize your financial matters are extremely private, confidential, and sensitive in nature. We are providing this brochure that outlines our privacy policy and our pledge to you. This privacy policy applies to our entire 3 Dimensional Wealth Advisory’s family of financial service companies: Consolidated Portfolio Review Corp., Diefendorf Planning Services, Ltd., Retirement Planning & Administration, Inc., Structured Capital Designs, Inc., The Tax Advisory Group, Inc., Sterling Monroe Securities, LLC., and Argonne Trust Company, Inc.

We consider your information to be private and confidential, and we hold ourselves to the highest standards of trust in its safekeeping and use.

We collect nonpublic personal information about you from:

Information we receive from you on applications or other forms, such as address, SSN, DOB, and other client profile information;

Information about your transactions with us, our affiliates, or others, and/or

If you visit our web site, information we collect via a web server, often referred to as a "cookie." Cookies indicate where a site visitor has been online and what has been viewed.

We do not disclose any nonpublic personal information about our customers or former customers to anyone, except to our affiliated companies and as permitted by law. Moreover, we will not release information about our customers or former customers unless one of the following conditions is met:

We receive your prior written consent;

We believe the recipient to be you or your authorized representative; and/or

We are required by law to release information to the recipient

We only use information about you and your account to help us better serve your investment needs or to suggest services, educational, and/or marketing materials that may be of interest to you.

Confidentiality and Security

To further protect your privacy, our websites use security programs and devices which we believe to be in accordance with current business practices, including data encryption, user names and passwords, and other tools. We maintain physical, electronic and procedural safeguards to guard your personal account information. We also restrict access to your personal and financial data to only authorized 3DWA associates who have a need for these records. We advise you not to send such information to us in non-secure e-mails.

We do not disclose any information about you or any of our former customers to anyone, except to our affiliates and service providers. We require all nonaffiliated organizations to conform to our privacy standards and are contractually obligated to keep the information provided confidential and used as requested. Furthermore, we will continue to adhere to the privacy policies and practices described in this notice even after your account is closed or becomes inactive.

We will continue to conduct our business in a manner that conforms with our pledge to you, your expectations, and all applicable laws.