Effective Date: October 6, 2026
RPC Wealth, LLC is a SEC-registered investment adviser committed to protecting the privacy and security of personal information. This Website Privacy Policy describes how we collect, use, disclose, and protect information obtained through our website, client communications, and related online interactions.
The types of personal information we collect depend on your relationship with us and the products or services you request or receive. This information may include your name, contact information, account information, financial information, Social Security number, income, assets, transaction history, investment experience, risk tolerance, and any other information you provide to us through our website, forms, email, telephone, SMS, or other communications.
We may also collect limited technical information when you use our website, such as device, browser, IP address, usage, and similar information, as permitted by applicable law and as necessary to operate, secure, and improve the website.
We collect personal information directly from you when you open an account, request information, submit website forms, enter into an investment advisory agreement, provide financial or investment information, communicate with us, or otherwise use our services. We may also collect information from custodians, broker-dealers, financial institutions, service providers, affiliates, and other third parties, consistent with applicable law.
We may use personal information to:
We may share personal information as necessary for our everyday business purposes, such as to process transactions, maintain accounts, respond to legal or regulatory requests, provide services, and support our operations. We may share information with custodians, broker-dealers, technology providers, compliance consultants, legal or professional advisers, affiliates, and other service providers that assist us in operating our business.
We do not sell or rent personal information. We do not share personal information with nonaffiliates for their independent marketing purposes. We also do not share SMS consent, opt-in status, or SMS-originated personal information with third parties for their marketing purposes.
If you opt in to receive SMS messages from RPC Wealth, LLC, we may use your mobile number to send service-related communications, reminders, account or administrative notices, and client support responses. Message frequency may vary, and message and data rates may apply.
SMS consent is not a condition of receiving advisory services. We do not sell or share SMS consent, opt-in status, or SMS-originated personal information with third parties for their marketing purposes.
You may opt out at any time by replying “STOP.” For assistance, reply “HELP” or contact us at (970) 663-3211 or info@rpcenter.com. For additional details, please review our full SMS Terms and Conditions.
We maintain administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, disclosure, alteration, or destruction. These safeguards include access controls, secure systems, secure files and facilities, vendor oversight, and procedures for protecting confidential client records consistent with applicable federal requirements and state statutes.
Federal privacy law and applicable state statutes may provide rights to limit certain types of sharing or request information about certain privacy practices. Subject to applicable law, you may request access to, correction of, or deletion of personal information by contacting us. We will review and respond to such requests in accordance with applicable legal and regulatory requirements.
Our website may reference or provide access to third-party websites, platforms, or service providers. We are not responsible for the privacy, security, or content practices of third parties. You should review the privacy policies and terms of use applicable to any third-party website or service you access.
We may update this Website Privacy Policy from time to time. Any updates will be posted on our website with a revised effective date. Your continued use of the website after changes are posted means that you acknowledge the updated policy.
If you have questions about this Website Privacy Policy or wish to exercise privacy rights available under applicable law, please contact RPC Wealth, LLC at info@rpcenter.com or (970) 663-3211.
Josh Cumrine believes retirement isn’t the finish line – it’s base camp for the next adventure. As Co-Founder of Retirement Planning Center or the Rockies, he and his team help clients turn decades of hard work into a plan that funds the kind of life they want to live, not just the one they can afford to sit still for.
Josh’s path here wasn’t a straight line. Growing up, he chased three things: baseball, numbers, and helping people. Baseball didn’t work out as a career, but the other two did. He entered financial services in 2003, and over the years built a conviction that retirees can benefit from a comprehensive retirement planning approach that considers factors beyond investments alone.
That conviction became RPC’s Summit Retirement Guide™ – a process built around five key areas every solid retirement plan needs to address: Income, Investments, Taxes, Healthcare, and Legacy. Josh walks each client through the Guide personally, translating the technical into the clear, so they can move forward with confidence instead of doubt.
Outside the office, Josh is a husband and father to three sons (and one English Bulldog). A lifelong athlete, he remains deeply engaged in the fitness world today. He lives in Northern Colorado, where family, faith, and community keep him firmly rooted between adventures.
