Our Firm, like other professionals who advise on personal financial matters, is now required by the Gramm-Leach-Bliley Act and regulations of the Federal Trade Commission to give clients written notice of our practices and policies concerning private client information in our possession. In the course of our relationship with you, it is possible that we may collect nonpublic personal information about you from the following sources:
  • Information we receive from you in interviews or in writing
  • Information about your transactions with us or others
  • Information we may receive (in rare cases) from credit reporting agencies
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as may be required by applicable law or in connection with the legal services we render to them. We restrict access to nonpublic personal information about our clients to our personnel who need to have the information to provide services to you. We maintain physical, electronic and procedural safeguards to guard your nonpublic personal information