We collect non‐public personal financial information about our clients from the following sources:
• Information clients or their legal agent provide to complete their financial plan,
• Information clients provide in agreements, account applications, and other documents completed in
connection with opening and maintenance of accounts,
• Information clients provide orally, and
• Information received from third parties, such as brokerage firms or custodians, about client
transactions.
We do not disclose any non-personal information about our clients or former clients to anyone, except at the clients’ request, as permitted by law, to facilitate our services to our clients, or as required by law.
To ensure security and confidentiality, the firm maintains physical, electronic, and procedural safeguards that comply with federal standards to protect the privacy of our clients.
Identifiable information about our clients or prospective clients will be maintained during the span of the
engagement and for the period thereafter as required by both securities industry and state privacy laws.
The firm will notify our clients annually of its privacy policy and at any time, in advance, if its policy is
expected to change.
If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.
When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.
Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.
These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content.
We maintain your data as required by law.
You can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.
