Like other professionals who advise on personal financial matters, we are required to inform our clients of our policies regarding the privacy of client information.
In providing our clients with certain advice, we may receive nonpublic personal financial information from our clients, their accountants, and other representatives, such as financial statements, tax, income information, and other personal financial information. All nonpublic personal information we receive regarding our clients or former clients is held in strict confidence under our professional obligations and is not released to people outside the Firm except with your consent or as required by law or to explain our actions to professional organizations that we are members of.
We may share certain information with non-affiliated third parties who assist us in providing our services to you (such as administrative and client service functions) or marketing services to advise you of our services, subject to the obligation of these third parties not to use or disclose such information for any other purpose.
We retain records relating to our professional services to better assist you with your professional needs and, in some cases, to comply with professional guidelines. We maintain physical, electronic, and procedural safeguards to guard your nonpublic personal information against unauthorized disclosure.
Our company’s business practices are described in our firm’s Form ADV Part 2. If you would like a current copy of this disclosure document, please call or write, and we will be happy to send you one.
If your financial situation, goals, risk tolerance, or investment time horizon has changed since you last spoke with us, please contact us immediately. We need to know the details of your financial life to provide you with the individualized expert services you have come to expect from us.