Privacy Policy

We collect information you provide directly to us — such as your name, email address, telephone number, and the details you share when you contact the firm or become a client. In the course of an advisory relationship we may also collect financial information necessary to provide advice, including income, assets, liabilities, insurance coverage, tax documents, and business records.

When you visit this website we may collect limited technical information, such as pages viewed and general location, to understand how the site is used.

Information is used to respond to inquiries, deliver and administer advisory services, coordinate with the other professionals involved in your financial life at your direction, and meet our legal and regulatory obligations.

We do not sell personal information.

We share information only as needed to serve you or as required by law. This may include custodians, insurance carriers, and service providers who support the firm, and — with your consent — your accountant, attorney, banker, or other specialists. Service providers are expected to protect information under standards consistent with this policy.

We maintain physical, electronic, and procedural safeguards designed to protect personal information, and we limit access to those who need it to perform their responsibilities. No method of transmission or storage is entirely secure, and we encourage you to avoid sending sensitive information by unsecured email.

You may request access to the information we hold about you, ask that we correct it, or limit certain communications. Contact us using the details below and we will respond promptly.

We may update this policy as our practices or applicable law change. The revision date above reflects the most recent update.