Law Office of Thomas J. Swenson
U.S. and International Wealth Building and Wealth Preservation
Legal and U.S. Tax-Law Compliant




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This privacy policy is a statement of the general principles that the Law Office of Thomas J Swenson (“Office” or “attorney Swenson”) applies to the handling of personal information. This Office wants its clients, potential clients, employees, representatives and business partners to be aware of how and why it handles personal information.

This policy applies to this Office.

This Office is committed to protecting your privacy and the confidentiality of your personal information. In order to comply with privacy regulations and to respect the interests of individuals, this Office has developed this Privacy Policy. Any personally identifiable information about a client or potential client is considered personal information (“Personal Information”) and will be treated in accordance with this Privacy Policy.

Identified Purposes

This Office collects, uses and discloses Personal Information only for the following purposes: In this Privacy Policy, the following list of identified purposes will be referred to as the “Identified Purposes”.

  • Offering and providing legal services and related financial products and services to you;
  • Establishing and maintaining communications with you;
  • Verifying your identity and the accuracy of your Personal Information with government agencies, industry associations, service providers, brokers or insurers;
  • Analyzing and assessing risks on a prudent basis;
  • Determining and facilitating your payment of fees and premiums;
  • Investigating facts and circumstances related to services provided and contemplated;
  • Detecting and preventing fraud or other illegal activities;
  • Compiling statistics;
  • Complying with the law or the requests of law enforcement agencies or regulators; and
  • Notifying you or allowing our affiliated companies to notify you of certain products or services offered by us or our affiliated companies


Your knowledge and consent of this Office’s collection, use and disclosure of your Personal Information is critical. We rely on the following actions by you as indications of your consent to our existing and future Personal Information practices:

  • Your voluntary provision of Personal Information directly to this Office or through an authorized person or representative for the purpose of obtaininging legal services and related financial and related services (including information previously provided to this Office);
  • Your express consent or acknowledgement contained within a written, verbal or electronic application process;
  • Your consent solicited by this Office (or its agent) for a specified purpose;
  • Your receipt of this Privacy Policy, until you notify this Office of a withdrawal of this consent; or
  • Your consent given through your authorized representative such as a legal guardian, agent or holder of a power of attorney.

Subject to certain legal or contractual restrictions and reasonable notice, you may withdraw this consent at any time. This Office will inform you of the consequences of withdrawing your consent. In some cases, refusing to provide certain Personal Information or withdrawing consent for this Office to collect, use or disclose your Personal Information could mean that we cannot provide you with legal services or other requested products, services or information. If you wish to withdraw your consent to be notified of marketing initiatives, please call 1-303-440-7800.


This Office will maintain your Personal Information as accurate, complete and up-to-date as is necessary for the Identified Purposes.


This Office will protect your Personal Information by security safeguards appropriate to the sensitivity of the information. Safeguards will vary depending on the sensitivity, format, location and storage of the Personal Information.

Accountability, Openness & Customer Access

This Office is responsible for all Personal Information under its control and for compliance with this Privacy Policy.

Limiting Collection & Retention of Personal Information

This Office will collect, use or disclose Personal Information only that is necessary for the Identified Purposes or as required by law. If Personal Information is required for any other purpose, you will be notified of the new purpose, and subject to your consent, that new purpose will become an Identified Purpose. This Office will collect Personal Information only by fair and lawful means. This Office will retain Personal Information only as long as is necessary for the fulfillment of the Identified Purposes.

This Office does not sell its customer lists or other personal information.

Right to Be Informed

You can expect to access clear information about your legal matters and other related products and services.

Responsibility to Ask Questions & Share Information

To safeguard your right to obtain suitable and reliable legal services, you should ask questions about the privacy policy so that you understand what it covers and what your obligations are under it. You can access information through brochures and websites, as well as through one-on-one meeting with attorney Swenson. You have the option to shop the marketplace for the combination of services that best suits your needs. To maintain your protection against loss, you must promptly inform this Office of any change in your circumstances.