Privacy Policy

Entity Information

Information We Collect

• Name, contact information, and address for client relationships and professional inquiries;
• Financial and asset-related information provided during consultations and engagements;
• Payment and billing information processed through secure third-party processors;
• Correspondence and communication records;
• Website analytics (anonymized) for site improvement.

How We Use Your Information

We use the information collected to provide asset management services, communicate regarding client matters, process transactions, and comply with applicable regulatory requirements. All client financial information is treated with strict confidentiality. We do not sell, rent, or share your personal or financial information with third parties for marketing purposes.

Data Security & Retention

We implement industry-standard security measures to protect your personal and financial information. Client records are retained for the duration of the engagement plus 5 years, or as required by applicable regulatory requirements. Financial records are retained per IRS requirements.

Your Rights

You may request access to, correction of, or deletion of your personal information at any time. California residents have additional rights under the CCPA. This policy may be updated periodically, and we will notify active clients of material changes.