Legal
Terms & Privacy Policy
Last updated: June 2026
1. Acceptance of Terms
By accessing or using the Westbrook Investment Financial Group website and client portal, you agree to be bound by these Terms & Conditions and the Privacy Policy set out below. If you do not agree, please do not use this site or its services.
2. No Investment Advice
The information provided on this site and within the client portal is for informational purposes only and does not constitute investment, financial, legal, or tax advice. Past performance is not indicative of future results. All investments carry risk, including the possible loss of principal. You should consult a qualified professional before making any investment decision.
3. Client Portal & Accounts
Access to the client portal is restricted to authorized clients. You are responsible for maintaining the confidentiality of your login credentials and for all activity under your account. Portfolio figures displayed are provided for convenience, may be delayed, and should not be relied upon for trading decisions. Quotes are not sourced from all markets and may be delayed up to 20 minutes.
4. Privacy & Data
We collect only the information necessary to provide our services, including your name, contact details, and account information. We do not sell your personal information. Data is stored using third-party services and protected by reasonable safeguards; however, no method of transmission or storage is completely secure. By using this site you consent to the collection and use of your information as described here.
5. Limitation of Liability
Westbrook Investment Financial Group shall not be liable for any direct, indirect, incidental, or consequential damages arising from your use of, or inability to use, this site or the client portal, to the fullest extent permitted by law.
6. Contact
Questions about these terms or your data may be directed to westbrookfinancialgroup@gmail.com or (248) 340-3499.
This page is provided as a general template and does not constitute legal advice. Westbrook Investment Financial Group should have these terms reviewed by a qualified attorney before relying on them.