Effective Date: October 6, 2026
RPC Wealth, LLC is a SEC-registered investment adviser committed to protecting your privacy. This SMS Privacy Policy and Terms and Conditions explains how we collect, use, disclose, and safeguard information when you opt in to receive text messages from us. By providing your mobile number and affirmatively opting in, you consent to receive SMS messages from RPC Wealth, LLC for the purposes described below.
You may opt in to receive SMS messages from RPC Wealth, LLC through an online form, written consent, verbal consent documented by the Firm, or another affirmative consent method made available by us. SMS messages may include appointment reminders, service updates, event or seminar information, account-service communications, and other communications related to our advisory services. Message frequency may vary. Message and data rates may apply. Consent to receive SMS messages is not a condition of purchasing any product or service.
When you opt in to our SMS program, we may collect the following information:
We use the information we collect to:
We do not sell, rent, or share SMS consent, opt-in status, mobile numbers, or SMS-originated personal information with third parties or affiliates for their marketing or promotional purposes. We may share limited information with trusted service providers, such as SMS delivery platforms and CRM or compliance vendors, only as necessary to operate our messaging program, deliver and archive messages, maintain consent and opt-out records, comply with law, or protect our rights.
You can opt out of receiving SMS messages at any time by replying “STOP” to any message you receive from us. After you opt out, we may send one final confirmation message and will no longer send SMS messages to that number unless you later opt in again, except as permitted by law for transactional or service-related communications.
For assistance with SMS communications, reply “HELP” to any message you receive from us or contact us at (970) 663-3211 or info@rpcenter.com.
We use 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, vendor oversight, and procedures for protecting confidential client records consistent with applicable federal requirements and state statutes.
Subject to applicable law, you may request access to, correction of, or deletion of personal information by contacting us directly. If you wish to exercise these rights, please email us at info@rpcenter.com.
We may update this SMS Privacy Policy from time to time. We will notify you of any changes by posting the new policy on our website and updating the effective date.
If you have any questions or concerns about this SMS Privacy Policy and Terms and Conditions, or if you need assistance with SMS communications, please contact us at (970) 663-3211 or info@rpcenter.com
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.
