Broker Check

Privacy Policy


Email Addresses

We collect the email addresses of those who communicate with us via email, Facebook, Constant Contact, Survey Monkey, those who answer our online surveys, and those who submit an online form from our website. We also collect information at seminars and other events.

The Family Wealth Management LLC, website may receive and maintain information such as user name, email address, telephone number, and other personal information only when such information is personally submitted by users through an optional request form such as the contact us form via Facebook or Flourishing Newsletter form on this site. These forms and the information provided within the forms allow users to make specific inquiries or requests or provide Family Wealth Management LLC, with feedback on its website or services.

Surveys & Contests
From time-to-time Family Wealth Management LLC, requests information via surveys or contests. Participation in these surveys or contests is completely voluntary and you may choose whether or not to participate and therefore disclose this information. Information requested may include contact information (such as name and shipping address), and demographic information (such as zip code, age level). Contact information will be used to notify the winners and award prizes. Survey information will be used for purposes of monitoring or improving the use and satisfaction of this site.

Information Collection, Use, and Sharing
Family Wealth Management LLC, are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone.

We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary.

Family Wealth Management LLC, reserves the right to disclose user information in special circumstances where we believe that the disclosure of such information is necessary to identify or contact someone who may be interfering with or violating our rights, property, other users, or to protect and/or enforce Family Wealth Management LLC’s rights and/or obligations. Family Wealth Management LLC, may also disclose user information when such disclosure is required by law or regulation.

Unless you ask us not to, we may contact you via email in the future to tell you about services, updates regarding Family Wealth Management LLC, or changes to this privacy policy.

Your Access to and Control Over Information
You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website:

  • See what data we have about you, if any.
  • Change/correct any data we have about you.
  • Have us delete any data we have about you.
  • Express any concern you have about our use of your data.

Links
This website contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

Security
We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.

Wherever we collect sensitive information (such as DOB, SS #, etc.), that information is encrypted and transmitted to us in a secure way. You can verify this by looking for a lock icon in the address bar and looking for "https" at the beginning of the address of the Web page.

While we use encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (for example, account maintenance or customer service) are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment.

Consent
By using our website, Family Wealth Management LLC, you hereby consent to our privacy policy and agree to its terms.

Update
This Privacy Policy was last updated on: Wednesday, March 22, 2017.

Should we update, amend or make any changes to our privacy policy, those changes will be posted here.

If you feel that we are not abiding by this privacy policy, you should contact us immediately via telephone at (620) 221-2853 or via email michael.harvey@lpl.com.