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Privacy Statement
Your privacy, personal or financial, is very important to us. Because we provide advisory, consulting or financial services to our clients, we are committed to maintaining the confidentiality of all personal financial information, while still being able to provide our clients with the professional services you deserve. Below is a brief description of how we make every attempt to deal with the safeguarding of personal information we obtain from our clients while also keeping the professional standards of confidentiality of our profession.
Sources of Nonpublic Personal Information We Collect We collect nonpublic personal information about you that is provided to us by you directly or indirectly:
- In writing via regular mail, email or over the Internet
- Verbally via the phone or personal conferences.
- From third parties, with your authorization
- From transactions with us.
Parties to Whom We Disclose Information We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law.
Permitted disclosure of your nonpublic personal information is restricted to employees and other third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared and that they are bound either by our professional standards of confidentiality or nondisclosure agreements where applicable.
Protecting the Confidentiality and Security of Nonpublic Information We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us. Please contact us if you have any questions or concerns about the confidentiality of your information.
Internal Revenue Service Required Disclaimer IRS Circular 230 Disclosure: In accordance with IRS requirements, this is to inform you that any tax advice contained in this communication (including attachments) was not intended or written by MRW Consulting Group, LLP, or anyone else for the purpose(s) of (i) avoidance or evasion of any tax or penalties, including, but not limited to, those imposed by the Internal Revenue Code, or (ii) promoting, marketing or recommending to any party any partnership or other entity, investment plan or arrangement, transaction(s), or tax related matters.
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