We respect the privacy of all our clients and prospective clients; both past and present. We recognize that you have entrusted us with non-public personal information and it is important to us that all employees and clients of our firm know our policy concerning what we do with that information.
We collect personal information about our clients from the following sources:
We do not disclose non-public personal information about our clients to anyone, except in the following circumstances:
Within our firm, we restrict access to client information to staff that need to know that information. All personnel and our service providers understand that everything handled in our office is confidential and they are instructed to not discuss client information with someone else that may request information about an account unless they are specifically authorized in writing by the client to do so. This includes, for example, providing information about a spouse's IRA account; children about parents' accounts, etc.
To ensure security and confidentiality, we maintain physical, electronic and procedural safeguards to protect the privacy of client information.