We value you and recognize that our relationship is based on mutual trust and respect. We want to assure you that we make every effort to protect any personal information that we collect. We do not disclose any non-public personal information about our clients or former clients without the client’s authorization, except as required by law or in response to required inquiries from governmental authorities.

“Question Assumptions. Create Value. Simplify the Legal Process.”

Information We May Disclose

We restrict access to your personal, business, and account information to those employees who need to know that information to provide products and services to you. We also may disclose that information to unaffiliated third parties (such as licensed accountants) only as permitted by law and only as needed for us to provide agreed upon services to you. We maintain physical, electronic and procedural safeguards to maintain the confidentiality of your non-public personal information.

We may disclose information about our current and former clients to outside parties for the following purposes:


    • To print and mail materials to you. Companies that provide printing and mailing services are prohibited from using your information in any way other than the purpose for which it was provided. These third parties typically provide services related to account statements, regulatory materials, and informational materials such as newsletters.

    • To comply with laws or regulations. We may disclose or report personal information as required by law, for example, to respond to a subpoena, court order, or regulatory demand made by the proper authorities.

    • To do as you request. For example, you may direct us to send information and confirmations to a third party.



Feel free to contact us for additional information regarding our privacy policy.