We collect personal information about our clients from the following sources:
We do not disclose non‐public personal information about our clients to anyone, except in the following circumstances:
Within our firm, we restrict access to client information to staff that need to know that information. All personnel and our service providers understand that everything handled in our offices is confidential and they are instructed to not discuss client information with someone else that may request information about an account unless they are specifically authorized in writing by the client to do so. This includes, for example, providing information about a spouse’s IRA account, or to adult children about parents’ accounts, etc.