Our Fiduciary Responsibility
As a fiduciary, we uphold the highest standards of care in every decision, including how we manage your personal and financial data. While no system is completely risk-free, we take every reasonable measure to maintain the security and confidentiality of your information.
How We Protect Your Information
Robust Security Practices: We use encryption and cybersecurity protocols designed to help protect your personal information.
Secure Communication: Sensitive data shared with us is transmitted through encrypted channels to reduce exposure to unauthorized access.
Trusted Partnerships: We carefully evaluate third-party vendors to ensure they meet high security and privacy standards.
Verification for Transactions: To help prevent fraud, we require verbal confirmation before processing money movements.
Limited Access: Only authorized team members have access to your information, and we regularly train our staff on privacy best practices.
Working with a Trusted Custodian
As part of our commitment to security, we partner with Charles Schwab to hold client assets. Schwab follows industry-leading privacy and security standards through its SchwabSafe® program.
Your Privacy Rights
We comply with all applicable privacy laws and regulations and are committed to respecting your rights as a client. We do not sell your personal information to third parties and use it only as outlined in our agreements with you.