Privacy Policy
As a provider of financial services, we are required by law to inform our clients of our policies regarding privacy of client information. We adhere to professional standards of confidentiality that are more stringent than those required by law.
Types of Nonpublic Personal Information We Collect
We collect nonpublic personal information about you that you provide or that we obtain with your authorization.
Parties to Whom We Disclose Information
For current and former clients, we do not disclose any nonpublic information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include providing information to our employees and, in limited situations, to unrelated third parties who need to know that information in order to assist us in providing services to you. In all such situations, we stress the confidential nature of the information being shared.
Protecting the Confidentiality and Security of Current and Former Clients' Information
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Please contact us if you have any questions or comments. Your privacy, our professional ethics, and the ability to provide you with quality financial services are all very important to us.
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