Privacy Policy

Wegmann Dazet, APC holds your privacy as one of our highest priority. We believe that your trust of us with your private financial information fully extends to our protection of that information. Disclosure of non-public personal or financial information about our clients (or former clients) to third-parties except as described below is not only against the policies of our firm, it is also contrary to our culture.

We may collect information about you (such as your name, address, social security number, assets and income) from our discussions with you, from documents that you may deliver to us, and in the course of providing advisory services to you. Unless otherwise requested by you, we do not provide nonpublic personal information about you to outside firms, organizations or individuals except where required by law.

We restrict access to nonpublic personal information about you to our employees who need to know that information to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards and professional industry guidelines to guard your personal information.