California Consumer Privacy Act of 2018

Notice Regarding California Consumer Privacy Act of 2018 [1798.100-1798.199]

We do not sell personal information to third parties. We have contracted with some unaffiliated third party service providers who provide essential services to our clients and we share personal information with them for that purpose.  Our client service agreements also give us discretion to share personal information with a client’s advisors to develop and implement recommendations in which a client has expressed an interest.  All such disclosures are covered by confidentiality agreements.

To learn more about your rights under the CCPA, or to exercise your rights, please call us at any of our offices, or at this toll free number:1-888-234-7210, or contact us at  We will respond promptly to verify your request and to provide the information you requested free of charge within forty-five (45) days of your request.

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