Privacy Policy
Types of nonpublic personal information we collect
We collect nonpublic personal information about you that is either 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, for instance, 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 information being shared.
Protecting the confidentiality and security of current and former client’s information
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.
Website tools
Our website uses a few common tools that involve limited information about your visit:
- Spam protection. Our forms use Cloudflare Turnstile to tell people apart from automated bots without showing a puzzle. Turnstile evaluates limited information about your browser and network connection to make that determination. Cloudflare describes its handling of this information in the Cloudflare Turnstile Privacy Addendum.
- Analytics. We use Google Analytics and similar measurement services to understand how visitors use the site. These services set cookies in your browser.
- Site preferences. We use your browser’s local storage to remember small preferences, such as a promotional message you have dismissed, so it stays dismissed.
Please reach out if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.