Privacy Policy

When you reach out through this Site, we collect the information you choose to provide. Our contact form requests the following:

Like most websites, our hosting and form provider automatically logs limited technical information when you visit — such as your IP address, browser and device type, referring page, and the pages you view. We use this only to operate, secure, and improve the Site.

The Site does not currently use advertising cookies or third-party analytics that track you across other websites. If this changes, we will update this policy and, where required, request your consent.

We use the information you provide to:

We do not sell or rent your personal information. We share it only as needed to operate our business and as permitted by law, including with:

We keep the information you submit for as long as necessary to respond to your inquiry, to serve you if you become a client, and to satisfy the recordkeeping requirements that apply to registered investment advisers. When information is no longer needed, we take reasonable steps to delete or de-identify it.

We maintain reasonable administrative, technical, and physical safeguards designed to protect the information we collect. However, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.

Please do not send sensitive personal or account information — such as Social Security numbers or financial account numbers — through the contact form.

You may choose not to provide information through the Site, although this may limit our ability to respond to you. You can ask us to stop contacting you at any time by replying to a message or using the contact details below.

Depending on where you live, you may have additional rights — such as the right to access, correct, or delete the personal information we hold about you, or to opt out of certain uses. To make a request, contact us using the details below, and we will respond as required by applicable law.

Our Site may link to third-party websites, such as the Charles Schwab client portal. We are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policy of any site you visit.

The Site is intended for adults and is not directed to children. We do not knowingly collect personal information from individuals under the age of 18. If you believe a child has provided us with personal information, please contact us and we will delete it.

This Privacy Policy describes how we handle information collected through this website. As a registered investment adviser, we also maintain a separate privacy notice that describes how we collect, use, and protect the nonpublic personal information of our advisory clients. We provide that notice to clients at the start of our relationship and as otherwise required by law.

We may update this Privacy Policy from time to time. When we do, the revised policy will be posted on this page. Your continued use of the Site after an update means you accept the revised policy.

If you have questions about this Privacy Policy or our privacy practices, please contact us: