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Privacy Policy

In the course of providing our clients financial or business advice, we often receive significant personal financial information from our clients. If you are a client of Williams Acosta you should know that all information that we receive from you is held in strict confidence, and is not released to individuals outside the firm, except as agreed upon by you, or as required under an applicable law.

We retain records relating to professional services that we provide so that we are better able to serve you with your personal and professional needs and, in some cases, to comply with professional guidelines. We employ physical, electronic, and procedural safeguards intended to guard your nonpublic personal information.