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Confidentiality

 

After a long absence, the subject of ethics is back in the public spotlight. It has always been prominent in our view. As some companies scramble to review their actions and restate their ethical positions, we just reaffirm the position we have always held.

Simply stated, our position is this. We feel that we can best advise our clients on business issues without the inherent conflict of interest that comes with selling a product we might recommend to address those issues. We strive to maintain the highest level of business ethics in all that we do. Therefore, we offer our services and recommendations only. We believe selling products would not be in the best interests of our clients.

Our Promise
Our promise to our clients is to offer them the very best of our knowledge, experience, and expertise, all while maintaining the highest level of honesty and integrity. Our clients should expect no less.

 

In the course of performing our professional services, we collect a considerable amount of data, including financial data, which is clearly private in nature. We are strongly committed to maintaining that privacy.

From the moment we begin talking to a potential client, we hold the information shared with us in strict confidence. We will not disclose confidential information outside of our firm without express, written consent, except as required by law.