OUR COMMITMENT TO PRIVACY

The relationship between Welch & Forbes LLC and our clients is our most important asset. We strive to maintain your trust and confidence in our firm, an essential aspect of which is our commitment to protect the confidentiality, integrity and security of your non-public personal information. As we believe that all of our clients value their privacy, we do not disclose your non-public personal information to anyone unless it is required by law, at your direction, or is necessary to provide you with our services. We do not sell your non-public personal information to anyone.

PERSONAL INFORMATION THAT WE COLLECT, MAINTAIN, AND COMMUNICATE

We collect and maintain your non-public personal information so we can provide investment management and/or tax preparation services to you. The types and categories of information we collect and maintain about you include:

In order for us to provide investment management and tax services to you, we may disclose the non-public personal information that we collect and maintain in very limited instances, which includes:

 

HOW WE PROTECT YOUR PERSONAL INFORMATION

To fulfill our privacy commitment, we have instituted firm-wide practices to safeguard the information that we maintain about you. These include: