Privacy Policy

We treat the information you share with us as confidential, and we collect only what we need to advise you well.

Information we collect

We collect information you provide directly — such as your name, contact details, and financial information shared during the planning process — as well as limited technical information automatically collected when you visit this website, including IP address, browser type, and pages viewed.

How we use it

We use your information to deliver advisory and planning services, respond to inquiries, schedule meetings, meet legal and regulatory obligations, and improve our website. We do not sell your personal information.

How we share it

We share information only as necessary to service your accounts — for example with custodians, portfolio reporting providers, and, at your direction, your CPA or attorney — or where required by law or regulation. Service providers are bound by confidentiality obligations.

How we protect it

We maintain physical, electronic, and procedural safeguards designed to protect your information, and we restrict internal access to those who need it to serve you.

Cookies and analytics

This website may use cookies and similar technologies to understand traffic and improve usability. You can disable cookies in your browser settings; some features may not function as intended if you do.

Your choices

You may request access to the personal information we hold about you, ask that it be corrected, or opt out of non-essential communications at any time by contacting our office.