We do not and will not sell your personal information to anyone, for any reason, at any time.
We collect personal information about you in a number of ways.
Application and registration information:We collect information from you when you register on our site, request information, open an account or enroll in one of our services.
Transaction and experience information:Once you have opened an account with us, we collect and maintain personal information about your account activity, including your transactions, balances, positions and history. This information allows us to administer your account and provide the services you have requested.
Third-party information providers:We may collect information about you from information services and consumer reporting agencies to verify your identity, employment or creditworthiness, or to better understand your financial needs.
When appropriate, Blossom Wealth Management and may share information we collect about you amongst our affiliated professionals to:
Help provide you with better service or perform services on our behalf;
Respond to communications from you or as you authorize or request;
Make it more convenient for you to open a new account; and
Allow an affiliate to provide you with information about their products and services that we believe may benefit or interest you.
You may instruct us not to share information about you with our affiliates for certain purposes, as explained under “How to Limit the Sharing of Information About You.”
If you prefer, you may choose to limit the information we share about you with our affiliates. Specifically, you may instruct us:
Not to share with our affiliates information about you that may be used to determine your suitability for other services provided by our affiliates; and
Not to allow our affiliates to contact you regarding their services.
You may exercise this choice by calling Blossom Wealth Management at: (925) 833-9999
Your choice will be applied to you as an individual and will automatically be extended to all of your accounts with us.
You may make your privacy choice at any time and it will remain in effect until you change it.
If you choose to limit these types of information sharing, we may continue to share information with our affiliates that identifies you, as well as information about your transactions and experiences with us. In addition, our affiliates may continue to use information they receive from us to perform services on our behalf, to respond to communications from you, as you authorize or request, or, if you are their customer, to offer you products or services.
We take precautions to ensure the information we collect about you is protected and is accessed only by authorized individuals.
We restrict access to information by our employees and agents. Our employees are trained about privacy and are required to safeguard personal information.
We maintain physical, electronic and procedural safeguards to protect personal information.
Identity theft is a serious concern to all of us. Safeguarding information to help protect you from identity theft is our priority. Blossom Wealth Management takes steps to protect you from identity theft by:
Utilizing client identification and authentication procedures before initiating transactions; and
Ensuring our employees are trained to safeguard information about you.
If you have been a victim of identity theft please contact us immediately.
We will provide you with advance notice of important changes to our information-sharing practices.
If you have any questions or concerns, please contact Blossom Wealth Management by email at [email protected] or call us at (925) 833-9999.
The accuracy of your information is important to us. If you are a customer and have a concern about your account information maintained at Blossom Wealth Management, or want to correct, update, or confirm your information, please send us an email from the Contact Us section, email us at Blossom Wealth Management by email at [email protected] or call us at (925) 833-9999. We will be happy to review and update our records
Your privacy is our priority; Blossom Wealth Management is committed to protecting you
We do not sell customer information to anyone.
We control access to your information inside our company by limiting employee access to systems and data.
We ensure all employees are trained to safeguard your information.
We continue to evaluate our efforts to protect information and make every effort to keep your information accurate.
Our most important asset is our relationship with you. We understand that you have entrusted us with your private financial information, and we do everything we can to maintain that trust.
Identity theft occurs when someone uses your personal information such as your name, Social Security number, credit card number or other identifying information, without your permission to commit fraud or other crimes.
Identity theft is a serious concern. Here are few steps to remember in order to protect your identity and accounts.
Blossom Wealth Management will never request or disclose your personal information (account number, Login password, Social Security number) in either a non-secure or unsolicited email communication.
If you get an email that warns you, with little or no notice, that an account of yours will be shut down unless you reconfirm your billing information, do not reply or click on the link in the email.
Shred financial documents that contain your personal information before you discard.
Check your credit report regularly to make sure no unauthorized activity has occurred.
Protect your personal information (such as your PIN, Social Security number, date of birth, etc.). Do not give it out to any person or company or in an email unless you are familiar with them and you have initiated your communication with them.
Don’t carry unneeded credit cards, your Social Security card, your birth certificate or other personal documents in your purse or wallet.
Monitor all your bank statements from every credit card every month. Check to see if there is anything that you do not recognize and call the credit grantor to verify that it is truly yours.
If you are a victim of identity theft, here are some recommended steps:
Contact the fraud departments of each of the 3 major credit bureaus:
Order Credit Report
PO Box 740241
PO Box 9530
PO Box 6790
Report the identity theft and request a “fraud alert.” This ensures that you will be contacted before any new account is opened and/or an existing account is changed.
Request copies of credit reports. Review the reports carefully and identify any new accounts that may have been opened. Pay particular attention to the section of the report that lists “inquiries” from new companies. Contact these companies immediately and have them remove any pending or new accounts from their system. Note: Credit bureaus must provide free copies of credit reports to victims of identity theft.
Contact the fraud departments of creditors to dispute unauthorized charges (e.g., credit card issuer, phone companies, utilities, banks, other lenders.) Describe your identity theft problem and follow up with a letter.
File a report with your local police department and ask to file a report. This may help when clearing your credit.
File a complaint with the Federal Trade Commission (FTC). The FTC handles complaints from victims of identity theft, provides information to those victims, and refers complaints to appropriate entities, including the major credit-reporting agencies and law enforcement agencies.
By phone: (877) ID-THEFT
Please note, information on these entities are being provided as a service convenience. Blossom Wealth Management is not affiliated with any of these organizations and cannot guarantee their accuracy, effectiveness and/or completeness.
This material has been produced by Blossom Wealth Management for its clients. This material is for informational purposes only and should not be construed as an offer or solicitation to sell or buy any securities. The information and opinions that are contained by this website have been compiled or arrived at by Blossom Wealth Management from sources that are believed to be reliable and in good faith. Although the information contained herein has been obtained from sources Blossom Wealth Management believes to be reliable, its accuracy and completeness is not expressively or implicitly guaranteed by this representation. All opinions contained on these web pages constitute judgment at the publish date of the Blossom Wealth Management website and are subject to change without notice. This material is published for the assistance of recipients, but is not to be relied upon as authoritative and is not to be substituted for the exercise of one’s own judgment. Additional information about Blossom Wealth Management is available upon request. Blossom Wealth Management accepts no liability whatsoever for any direct or consequential losses arising from any use of this website.
Maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information. This notice is provided to you on behalf of Blossom Wealth Management.
In connection with providing investment products, financial advice, or other services, we obtain non-public personal information about you, including:
Information we receive from you on account applications, such as your address, date of birth, Social Security Number, occupation, financial goals, assets and income;
Information about your transactions with us, our affiliates, or others; and
Information received from credit or service bureaus or other third parties, such as your credit history or employment status.
We may only disclose information that we collect in accordance with this policy. Blossom Wealth Management, LLC does not sell customer lists and will not sell your name to telemarketers.
We will not disclose information regarding you or your account with us, except under the following circumstances:
To your authorized Registered Representative and his or her manager;
To our parent companies or their affiliates, to the extent permitted by law;
To entities that perform services for us or function on our behalf, including financial service providers, such as a clearing broker-dealer, investment company, or insurance company;
To consumer reporting agencies,
To third parties who perform services or marketing on our behalf;
To your attorney, trustee or anyone else who represents you in a fiduciary capacity;
To our attorneys, accountants or auditors; and
To government entities or other third parties in response to subpoenas or other legal
process as required by law or to comply with regulatory inquiries.
Information may be used among companies that perform support services for us, such as data processors, technical systems consultants and programmers, or companies that help us market products and services to you for a number of purposes, such as:
To protect your accounts from unauthorized access or identity theft;
To process your requests such as securities purchases and sales;
To establish or maintain an account with an unaffiliated third party, such as a clearing broker-dealer providing services to you and/or Blossom Wealth Management;
To service your accounts, such as by issuing checks and account statements;
To comply with Federal, State, and Self-Regulatory Organization requirements;
To keep you informed about financial services of interest to you.
We restrict access to nonpublic personal information about you to those individuals who need to know that information to provide products or services to you and perform their respective duties. We maintain physical, electronic, and procedural security measures to safeguard confidential client information.
Please direct complaints to: James E. Salter, Chief Compliance Officer, Blossom Wealth Management, P.O. Box 125, Alamo, CA 94507; or phone: (925) 833-9999.
More than a financial provider, we identify and understand your life goals and then create a dynamic wealth management solution to help you achieve them.
We facilitate introductions to thought leaders and successful peers in our community.
We provide your team with additional resources to efficiently realize your legacy.
We carefully monitor your strategic plan to ensure continuous alignment with your goals. In addition, we provide consolidated performance reporting on a periodic basis. We encourage you to communicate any significant change in your situation so that we may make the appropriate adjustments.