Privacy Policy

Information We Collect

We collect information necessary to provide financial advisory services, including:

• Personal identification information (name, address, phone number)
• Financial information (income, assets, investment objectives)
• Social Security number for account opening and tax reporting
• Employment information and investment experience

How We Use Your Information

Your information is used to:

• Provide personalized financial advice and investment recommendations
• Execute transactions and manage your accounts
• Comply with legal and regulatory requirements
• Communicate important account information and updates

Information Security

We maintain physical, electronic, and procedural safeguards to protect your personal information. Access to your information is restricted to authorized personnel who need it to provide services to you.

Sharing Your Information

We do not sell your personal information. We may share information with service providers who assist us in serving you, such as custodians, broker-dealers, and professional advisors, under strict confidentiality agreements.

Your Rights

You have the right to access your personal information, request corrections, and opt out of certain information sharing. Contact us to exercise these rights.