We collect non-public personal information about you that is provided by us with your authorization.
For current and former clients, we do not disclose any non-public information obtained in the course of our practice except as permitted by law. Permitted disclosures include, for instance, providing information to our employees, and is in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of the information being shared.
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. To guard your non-public personal information, we maintain physical, electronic, and procedural safeguards that comply with professional standards.
Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are extremely important to us.