Privacy Policy

Jimenez Wealth Legal Advisors, PC (“Jimenez Wealth,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us.

This Privacy Policy explains how we collect, use, disclose, and protect information when you visit jimenezws.com (the “Website”), contact our firm, or otherwise interact with us through the Website.

By using this Website, you acknowledge the practices described in this Privacy Policy.

Information We Collect

Personal Information You Provide

We may collect personal information that you voluntarily provide through our Website, including:

  • Name
  • Email address
  • Telephone number
  • Information submitted through our contact or consultation forms
  • Details you choose to provide regarding your legal, tax, business, estate, investment, asset protection, or trademark needs
  • Other information you provide when communicating with our firm

Please do not submit confidential, sensitive, or privileged information through the Website unless specifically requested by an attorney from our firm.

Information Collected Automatically

When you visit our Website, certain information may be collected automatically, including:

  • IP address
  • Browser type
  • Device information
  • Operating system
  • Pages visited
  • Referring website
  • Date and time of access
  • General Website usage and interaction data

We may use cookies and similar technologies to help operate the Website, understand how visitors use it, and improve its performance.

How We Use Your Information

We may use the information we collect to:

  • Respond to inquiries and consultation requests
  • Communicate with you by phone or email
  • Evaluate whether our firm may be able to assist with your matter
  • Provide legal and related professional services when an attorney-client relationship has been established
  • Manage our client and prospective-client relationships
  • Improve the functionality, security, and performance of our Website
  • Understand Website traffic and usage trends
  • Maintain business and administrative records
  • Comply with legal, regulatory, ethical, and professional obligations
  • Protect the rights, property, and security of our firm, clients, Website visitors, and others

Attorney-Client Relationship and Confidential Information

Submitting information through this Website, contacting our firm, or requesting a consultation does not create an attorney-client relationship.

An attorney-client relationship is established only after Jimenez Wealth has agreed to represent you and all applicable engagement requirements have been completed.

Until that relationship has been established, please avoid sending confidential or highly sensitive information through our Website.

How We May Share Information

We may disclose information when reasonably necessary for the purposes described in this Policy.

Service Providers

We may share information with trusted service providers that assist us with Website hosting, technology, communications, security, analytics, administrative services, or other business operations.

These providers are permitted to access information only as necessary to perform services on our behalf.

Professional and Affiliated Counsel

Where appropriate and subject to applicable professional and confidentiality obligations, information may be shared with attorneys, affiliated or independent counsel, accountants, tax professionals, financial professionals, or other advisors involved in evaluating or providing services related to your matter.

Legal and Regulatory Requirements

We may disclose information when reasonably necessary to:

  • Comply with applicable law, regulation, court order, or legal process
  • Fulfill professional or ethical obligations
  • Respond to a valid governmental or regulatory request
  • Protect our legal rights
  • Prevent fraud, misuse, security threats, or unlawful activity

Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, use, alteration, disclosure, or destruction.

However, no internet transmission or electronic storage system can be guaranteed to be completely secure.

Cookies and Website Analytics

Our Website may use cookies and similar technologies to support Website functionality, measure traffic, understand visitor interactions, and improve the user experience.

You may be able to control or disable certain cookies through your browser settings or the cookie controls available on our Website.

Disabling certain cookies may affect how some parts of the Website function.

Third-Party Websites

Our Website may contain links to websites or services operated by third parties.

Jimenez Wealth is not responsible for the privacy practices, security, or content of third-party websites. We encourage you to review the privacy policies of any external websites you visit.

Communications

If you provide your contact information through our Website, you authorize us to respond to your inquiry using the contact methods you provide, including telephone and email.

You may ask us to stop non-essential communications at any time by contacting us.

Children’s Privacy

Our Website is intended for adults and is not directed to children under the age of 13.

We do not knowingly collect personal information from children under 13 through the Website. If we learn that such information has been submitted, we will take reasonable steps to delete it.

Your Privacy Choices

Depending on where you reside and applicable law, you may have certain rights regarding your personal information, which may include the right to:

  • Request access to personal information we maintain about you
  • Request correction of inaccurate information
  • Request deletion of certain personal information
  • Ask questions about how your information is collected or used

These rights may be subject to legal, professional, ethical, recordkeeping, or other applicable exceptions.

To make a privacy-related request, contact us using the information below.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or Website operations.

When changes are made, we will post the updated Privacy Policy on this page and revise the Effective Date above.

We encourage visitors to review this Policy periodically.

Contact Us

If you have questions about this Privacy Policy or how Jimenez Wealth handles personal information, please contact:

Jimenez Wealth Legal Advisors, PC
5280 Carroll Canyon Road
Suite 201 #4
San Diego, CA 92121

Email: info@jimenezws.com
Phone: (855) 772-8833

By using this Website, you acknowledge that you have read and understand this Privacy Policy.