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