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Privacy Policy


All Providers of personal financial services are now required by law to inform their clients of their policies regarding privacy of client information. Your privacy, our professional ethics, and the ability to provide you with quality financial services are of the utmost importance to us.

This communication is intended to comply with a federal law (Gramm-Leach-Bliley Act of 1999) regarding your right to privacy.

Types of Nonpublic Personal Information We Collect:

We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

Disclosure of Information:

For current and former clients, we will not disclose confidential or privileged information obtained during the course of a professional engagement without the express permission of proper authority or order of a court. Permitted disclosures may 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.