No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
As general policy, the firm will not disclose personal financial information about any client to non-affiliated third parties except as necessary to establish and perform its investment advisory and financial planning services.
The firm will maintain physical, electronic, and procedural safeguards that comply with federal standards to guard each client’s personal financial information. Such safeguards include restricting the use of any information to those employees that need access to provide the firm’s services. Clients’ personal financial information will be maintained in the firm’s central files and will be secured after normal business hours.