Our client's success is our most important priority with the highest level of ethical standards of our profession.
We protect our client's information under federal privacy laws
We collect personal and business information about you and all our clients from the information you submit on our applications or other forms, and through information we obtain over the course of your business relationship with us.
We will not disclose any personal information about our clients or former clients to anyone, consistent with our professional confidentiality obligations. However, upon your written request, we will disclose information about you, and we may be required by law to disclose personal information about you, as, for example, in response to a subpoena or other court order. Also, upon your written request, we may disclose personal information about you to your team of financial and legal advisor firms. In all such situation, we stress the confidential nature of information being shared.
We employ precautions to maintain the security of our data transmitted via computer and we encourage you to use our encryption software when you upload sensitive documents to us as well. We use document shredding company to destroy paper records no longer required. We maintain physical, electronic and procedural safeguards to guard your personal information.
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