Porte Brown Wealth Management
CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. As CPAs, Porte Brown LLC has been and will continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
We collect non-public personal information about you that is provided by us with your authorization.
For current and former clients, we do not disclose any non-public information obtained in the course of our practice except as permitted by law. Permitted disclosures include, for instance, providing information to our employees, and is in limited situations, to unrelated 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 the information being shared.
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. To guard your non-public personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are extremely important to us.
Porte Brown LLC.
845 Oakton Street
Elk Grove Village, IL 60007
Phone: (847) 956-1040
This document was last updated on June 24, 2014
PORTE BROWN SITE
Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to offer securities in the states of AZ, CA, DE, FL, GA, IL, IN, KY, MO, NC, RI, TX, WA, WV and WI. This is not an offer to sell securities in any other state or jurisdiction.