We are committed to increasing the wealth of our clients.
Nonpublic Personal Information We Collect and to Whom We Disclose It.
The information we collect from you is nonpublic personal information provided to us by you or obtained by us with your authorization. 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 giving your information to our employees in the normal course of the services we provide for you, or on a limited basis and with your authorization, to unrelated third parties who need to know that information to assist us in providing services to you. We always stress the confidential nature of the information shared.
Confidentiality and Security of Current and Former Client’s Information
Our record retention standards exceed required professional standards. We maintain physical, electronic and procedural safeguards of the nonpublic personal information relating to the professional services we provide.
Your privacy, our professional ethics and the ability to provide you with quality financial services, are very important to us.