Privacy Policy

Providers of financial services are required by law to inform clients of their policies regarding privacy of client information.

We collect nonpublic personal information about you that is provided 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.

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.