ETB Equity Solutions LLC (“we” or “us”) takes the privacy of our clients seriously. This Privacy Notice describes how we collect, use, and disclose personal information in connection with our services.

Information We Collect

We collect personal information from you when you provide it to us, such as when you complete a form on our website or in person, when you communicate with us by phone or email, or when you use our services. The personal information we collect may include your name, contact information, date of birth, social security number, financial information, and other information necessary to provide our services.

How We Use Your Information

We use your personal information to provide our services, such as financial planning, investment management, retirement planning, estate planning, tax planning, and risk management. We may also use your information for administrative purposes, such as billing and account management.

Disclosure of Your Information

We may disclose your personal information to our affiliates, service providers, and other third parties as necessary to provide our services. We require these third parties to protect your personal information and use it only for the purposes for which it was disclosed. We may also disclose your personal information as required by law, such as to comply with a subpoena or other legal process.

Security of Your Information

We take reasonable measures to protect your personal information from unauthorized access and disclosure. However, no method of transmission over the internet or electronic storage is 100% secure. Therefore, while we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

Your Choices

You may choose to restrict the collection or use of your personal information by contacting us. However, this may prevent us from providing our services to you.

Changes to Our Privacy Notice

We may update this Privacy Notice from time to time to reflect changes in our practices or applicable laws. We will post any changes to our Privacy Notice on our website and will notify you of any material changes.

Contact Us

If you have any questions about this Privacy Notice or our privacy practices, please contact us at