Privacy Policy

At KBST&M, when we are working with someone’s financial life, it is personal, and it is private. Our excellent track record and strong referral history show that we make it our business to safeguard our clients’ private financial information. We are committed to upholding that tradition. This notice describes our privacy practices. Additionally, how we handle and protect the personal information we collect is required by the Gramm-Leach-Bliley Act.

Our guidelines protect the privacy of our clients and the provisions of this notice apply to all present and former clients of the firm. We do not sell or trade customer information to outside companies.

In order to provide our clients with financial services or products, we may collect what is known as “nonpublic personal information.” We may collect this information about our clients from various sources, including, but not limited to:

  • Information we receive from our clients in connection with our providing financial services to them, including preparation of tax returns, financial statements, estate planning, accounting services, business valuations, litigation support, assistance in obtaining financing, etc.
  • Information we receive on applications or other forms.
  • Information about transactions with us or others.
  • Information we receive from outside sources or companies.

We do not disclose any nonpublic personal information about our clients without their express consent, except as permitted by law. We may disclose information to persons or companies that perform services on behalf of our clients, or to regulatory authorities as permitted by applicable law.

We endeavor to continually keep our files complete, accurate, secure and confidential. We will give clients reasonable access to their information we have about them.

The firm’s confidentiality and business ethics policies provide, among other things, that all clients’ information is considered private and privileged. Employee access to client information is limited to those individuals with a business reason to know such information. The firm’s files and data processing systems are in a secure environment that prohibits client information from being accessed by unauthorized parties and we maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard our clients nonpublic personal information.

We value our relationship with our clients and strive to earn their continued trust.

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