Privacy Policy

Welcome to Scobie(“Company”, “we”, “us”, “our”). We value your privacy and want to explain how we collect, use, and protect the personal information you provide through our website (the “Site”). By using the Site, you agree to the terms of this Privacy Policy.

1. Information We Collect

  • General Information: We automatically collect aggregated, non-personal data about how visitors use the Site (such as frequency of visits, pages viewed, etc.) in order to improve performance and measure effectiveness. This information may be shared with third parties in aggregated and anonymized form.
  • Personal Information (such as name, email address, phone number): We collect personal information when you request materials, register for events, contact us for services, or voluntarily submit it. This information is only used to fulfill your request unless otherwise stated.

2. How We Use Your Information

We use your personal information to:

  • Provide services and respond to your inquiries
  • Register you for events or consultations
  • Send service-related notifications, reminders, or updates
  • Send marketing or promotional communications (with your consent)
  • Improve our website and perform analytics

3. Sharing of Personal Information

  • We may share personal information with service providers that perform services on our behalf (such as IT support, communication platforms, SMS delivery providers). These third parties are contractually obligated to use the information only for the services they provide to us.
  • We do not sell or share your personal information with third parties for their marketing purposes without your explicit consent.
  • We may disclose information if required by law, or if necessary to protect the rights, property, or safety of Scobie, our users, or others.

4. SMS Consent and Protection

  • By providing your mobile number, you expressly consent to receive phone calls, SMS, MMS, text messages, and emails from us, including service updates, appointment reminders, account notifications, and promotional messages.
  • ImportantSMS consent is not shared with third parties. Your mobile phone information is only used by Scobie for communication purposes and is not sold, rented, or disclosed to outside organizations without your consent.
  • Message and data rates may apply depending on your carrier.

5. Opt-Out Policy

  • You may opt out of receiving marketing emails or SMS at any time.
  • To unsubscribe from SMS, simply reply with STOP.
  • Even if you opt out of marketing communications, you may still receive transactional or service-related messages (e.g., appointment confirmations, order notifications).

6. Accessibility of this Policy

  • This Privacy Policy is always accessible through the “Privacy Policy” link in the footer of our website.
  • We may update this Privacy Policy from time to time. Updates will be posted here, and continued use of the Site after changes means you accept the revised Policy.

SMS Terms & Conditions

Types of Messages You May Receive:

  • Appointment reminders
  • Order alerts
  • Account notifications
  • Other messages related to our services

Message Details:

  • Message frequency may vary.
  • Message and data rates may apply.
  • To opt out, text STOP at any time.

Important: SMS consent is not shared with third parties or affiliates.

Contact us

Send us a message and we’ll get in touch within 1 business day.

Patrick Scobie

Partner | Investment Advisor Representative

Patrick brings more than three decades of experience as an attorney with an LL.M. in taxation. His background in estate planning and wealth transfer provides a strong technical foundation for his work with individuals and families. In addition to his legal career, Patrick has served as a board member of a multi-generational family business, helping guide long-term succession and stewardship. These experiences inform his thoughtful, disciplined approach to financial planning. Patrick works closely with clients to navigate estate strategy, tax considerations, charitable planning, and investment oversight with clarity and direct communication.

Originally from Wisconsin, Patrick now resides in Denver with his wife, Priscilla. He enjoys cooking, traveling, spending time with family, and embracing the Colorado outdoors.

Ian Scobie

Partner | Investment Advisor Representative

Ian believes wealth management begins with trust and clarity. He works closely with clients to simplify complex financial decisions and provide steady guidance grounded in long-term thinking.

Introduced to the profession through personal finance studies in college, Ian’s deeper perspective developed from years of observing multi-generational estate planning firsthand. That experience shaped his belief that thoughtful planning and disciplined advice can meaningfully impact families for decades.

His work combines technical analysis with ongoing client partnership, with a focus on practical solutions and clear communication.

A Colorado native, Ian lives in Denver and enjoys fly fishing, skiing, and time in the mountains. He once rode a motorbike down the Pan-American Highway and coached Team Argentina in the 2014 World Lacrosse Championships.