We are a small financial services firm specializing in working with attorneys and nonprofits; however, we have clients in multiple different spaces. We have seen clients from the seed phase to the point that they have outgrown us. We pride ourselves on certification, commitment, and education.
We鈥檝e updated our privacy policy so that we are compliant with changing global privacy regulations and to provide you with insight into the limited ways in which we use your data.
You can read the details below. By accepting, you agree to the updated privacy policy.
