Communication Policy

Last Updated: 2/6/20

By providing my information, I agree to the Privacy Policy.


By providing my information, I agree that Treloar & Heisel, Inc. and its affiliates (collectively, T&H) may contact me by phone, *text message (approx. 3 msgs./ yr.), or email, for any purpose, including marketing, using general telemarketing practices, auto-mailers or dialers, pre-recordings, short-code text messaging, and all methods now known or discovered in the future. I know that this consent may be revoked by my request to T&H. I accept messaging and data rates that apply. I understand that T&H’s messages may be accessed by anyone with access to my email or phone. I understand that I am not required to provide this consent to obtain T&H’s products and services.


Treloar & Heisel, Treloar & Heisel Wealth Management, and Treloar & Heisel Risk Management are all divisions of Treloar & Heisel, Inc.


Investment Advice offered through WCG Wealth Advi­sors, LLC, a Registered Investment Advisor doing business as Treloar & Heisel Wealth Management. Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC.


Insurance products offered separately through Treloar & Heisel and Treloar & Heisel Risk Management.


*Text applies only to T&H insurance.