Privacy Policy
Safeguarding your information is not just a priority — it’s a core part of how we earn and maintain trust.
Our Commitment to Privacy
Each year, we reaffirm our commitment to protecting your personal information. We encourage you to review this policy to understand how we safeguard the data you entrust to us—today and always.
Information We Collect
We collect nonpublic personal information that you provide directly or authorize us to obtain. This may include financial, tax, or other sensitive data necessary to deliver our services.
How We Protect Your Information
We take the confidentiality and security of your information seriously. Access is limited to firm personnel and trusted service providers who need it to serve you. We maintain physical, electronic, and procedural safeguards that meet or exceed legal and regulatory standards to prevent unauthorized access, alteration, or destruction.
Disclosure of Information
We do not disclose nonpublic personal information about current or former clients except as required or permitted by law. Permitted disclosures may include:
Responding to a valid subpoena or legal summons
Sharing information necessary to deliver services you've engaged us for
Your privacy is a cornerstone of our relationship — and we’re committed to protecting it with integrity and care.