As a Fiduciary Firm operating in California, we are committed to upholding the highest standards of privacy protection for our clients. Our Privacy Policy ensures that any personal information collected from our clients is handled with the utmost care and confidentiality.

 

We adhere strictly to the regulations set forth by the California Consumer Privacy Act (CCPA) and other relevant legislation, implementing robust security measures to safeguard sensitive data against unauthorized access, disclosure, or misuse.

 

Transparency is paramount to us, and our Privacy Policy outlines in clear terms how we collect, use, and share personal information, as well as the rights and choices available to our clients regarding their data.

 

We continuously monitor and update our practices to ensure compliance with evolving privacy laws, demonstrating our unwavering commitment to protecting the privacy and trust of those we serve.