GLBA Financial Privacy Notice

This page provides the Petrarch LLC Gramm-Leach-Bliley Act (GLBA) Financial Privacy Notice — the federally-required disclosure describing how we collect, share, and protect the personal financial information of our advisory clients.

The full GLBA Financial Privacy Notice is available for download below:

Download GLBA Privacy Notice (PDF)

For our broader website privacy practices (including California Consumer Privacy Act disclosures, cookies, marketing communications, and general business operations), please see our Privacy Policy.

For questions about this notice, please contact us at service@petrarchwealth.com or call 612.888.0414.