Privacy Policy


  • Client Materials: It is not known whether the listed clients approve or  disapprove of the advisor or the advisory services. The criteria used to  determine those clients included in this website was whether the person was  typical of the clients the firm serves. Neither portfolio size nor performance were  used to determine which persons were chosen.
  • Email: Please be advised that there can be no assurance that any email request  will be reviewed and/or acted upon on the day it is received-please be guided  accordingly. Confidentiality Note: This email and any attachments are confidential and may be protected by legal privilege. If you are not the intended  recipient, be aware that any disclosure, copying, distribution, or use of this email or any attachment is prohibited. If you have received this email in error, please  notify us immediately by returning it to the sender and delete this copy from your system. Thank you for your cooperation.

Circular 230 Notice: Pursuant to Treasury Department Circular 230, tax advice  contained in this communication and any attachments are not intended to be  used, and cannot be used, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code, nor may any such tax advice be  used to promote, market or recommend to any person any transaction or matter that is the subject of this communication and any attachments.