Privacy Policy

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve you.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information we receive from you (such as your home address, telephone number, Social Security or taxpayer identification number, and financial information);

  • Information that we may receive from third parties with respect to you (such as trade confirmations or brokerage firm statements).

We will not disclose any nonpublic personal information about you to anyone unless we receive your prior written consent, unless otherwise required by law.

 We restrict access to nonpublic personal information about our clients to those employees, agents, and vendors who need to know that information in order for us to provide service to our clients. The following is a non-exhaustive list of vendors and software we may use in the course of providing client service and with which client information may be shared: Microsoft 365; Box.com; Tax Tools; Less Annoying CRM; Stripe; and The Family Law Software.

 We maintain physical, electronic, and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein. 

 If you have any questions regarding this privacy notice, please contact us.