Very simply, we do not sell or share any of your personal information with anyone unless you have expressly authorized us to do so. One of the benefits of working with a privately owned investment firm is that we do not contribute to the proliferation of your private information.
In a financial and investment planning practice, sharing your personal information with us is vital to a successful experience. We are privacy advocates and treat your private information as we wish ours to be treated.
All of our computer data is secured with state-of-the-art anti-virus software and backed up daily in a secure location. We do not throw away but instead shred any and all obsolete statements or forms.