Your Security

When it comes to your financial life, your security and peace of mind are of paramount importance. In keeping with our fiduciary duty to always act in your best interest, we go above and beyond to safeguard your information, secure our infrastructure, and live up to the trust you’ve placed in us.

As a proudly independent firm, we champion transparency in everything we do. There’s no black box. We provide clients all the details they request and more. While we’re a private firm, we partner with industry-leading custodians to manage transactions, generate statements, and secure your personal information with multiple layers of defense.

Our multi-faceted security program enforces two-factor authentication for account access, requires mandatory call-backs on email requests, and maintains best practices around remote backups, firewall testing, document shredding, secure email service, on-premises security monitoring, and more.

Interested in finding out more about our security defenses and privacy policy? We’re an open book. Contact us today to learn more and get started.