Code of Ethics

Over the years, many of our clients have asked us to counsel a friend, relative, or colleague concerning tax preparation, financial planning, wealth management, retirement planning, and wills and estate planning. We consider it an honor and a privilege, and have been happy to accommodate those wishes. If and when you introduce someone to us, we would like for you to be aware of the standards on which we have built our business.

First, confidentiality is the cornerstone of our business. Each one of our client relationships is distinctly separate and privacy is paramount. Second, our practice is a people-oriented business where thoughtful and courteous service is expected. Finally, we will never give advice and counsel to a client without thoroughly understanding their needs.

Our purpose here is to let you know that, if and when you would like us to speak with a friend, relative, or associate, you will feel comfortable with our professional standards.