We collect only the information that is necessary to serve you. We collect nonpublic personal information about you from our contact form only. We limit the information that we share to others.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. To the extent permitted by law, we may disclose to either affiliated or nonaffiliated third parties some or all of the nonpublic personal financial information that we collect about our clients, as described above.
Any information that we share to affiliated or nonaffiliated parties will be for the purpose of enabling them to provide services to us so that we may more efficiently administer your accounts and process the transactions and services you request. They are required to respect the confidentiality of all client information.
In addition, we may be required by law or regulation to disclose information to third parties. For example, we may need to provide information in response to a subpoena, to prevent fraud, and to comply with rules and inquiries from industry regulators. We maintain security standards to protect your information.
We restrict access to nonpublic personal information about you to those employees, representatives, or agents who need to know that information to provide products or services to you. They are also required to respect the confidentiality of all client information.
We have security practices and procedures in place to prevent unauthorized access to your nonpublic personal information. Our practices of safeguarding your information help protect against criminal use of that information.
We maintain physical, electronic, and procedural safeguards that comply with federal and state regulations to guard your nonpublic personal information.
We may change this policy from time to time.