We collect nonpublic personal information about
you that is provided to us by you or obtained by us with your
authorization.
Parties to Whom We Disclose Information
For current and former clients, we do not
disclose any nonpublic personal information obtained in the course of
our practice except as required or permitted by law. Permitted
disclosures include, for instance, providing information to our
employees, and 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
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.
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Please call if you have any questions, because
your privacy, our professional ethics, and the ability to provide you
with quality financial services are very important to us.
