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privacy policy

Your financial and personal privacy is of prime importance to us. We recognize that our relationships with current and prospective clients are based on integrity and trust. As providers of professional services to you, we are committed to maintaining the confidentiality of your personal and financial information, while still being able to provide you with the professional service you have become accustomed. We work hard to maintain your privacy and are very careful to preserve the private nature of our relationship with you. We have described below how we handle your personal information in keeping with our professional standards.

Sources of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by you directly 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 disclosure of your nonpublic personal information is restricted to employees and other 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 and that they are bound either by our professional standards of confidentiality or nondisclosure agreements where applicable.

Protecting the Confidentiality and Security of Nonpublic 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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