Like all providers of financial services, we are required by law to inform our clients of our policies regarding privacy of client information. We have been and continue to be bound by professional standards of confidentiality more stringent than those required by law. Therefore, we have always protected 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.
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 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 the information disclosed.
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 needs and in some cases to comply with professional guidelines. To guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with the law and our professional standards.