Privacy Policy

At Berntson Porter & Company, PLLC, we respect your privacy. That is why we would like you to know how we protect the privacy and security of the information obtained by us with your authorization. Please take a moment to read the following, which describes our online privacy and security practices in more detail.

We collect nonpublic personal information about you that is obtained by us with your authorization.

For all clients (current and former), we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, 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 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 to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

Legal Disclaimers
External Links: Some Berntson Porter & Company, PLLC Web pages may provide links to other Internet sites for the convenience of users. Berntson Porter & Company, PLLC is not responsible for the availability or content of these external sites, nor does Berntson Porter & Company, PLLC endorse, warrant, or guarantee the products, services, or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy to which Berntson Porter & Company, PLLC adheres.

How We Use Cross-device Tracking

We utilize Google Analytics’ cross-device tracking to better serve you. If you wish to opt-out of cross-device tracking or change how you are tracked while logged in to a Google account, your data may be accessed and/or deleted via My Activity section of your Google account.

How You Can Control Advertising Cookies

You can use Ads Settings to manage the Google ads you see and opt out of Ads Personalization. Even if you opt out of Ads Personalization, you may still see ads based on factors such as your general location derived from your IP address, your browser type, and your search terms.

You can also manage many companies’ cookies used for online advertising via the consumer choice tools created under self-regulation programs in many countries, such as the US-based aboutads.info choices page or the EU-based Your Online Choices. Finally, you can manage cookies in your web browser.

If you have any questions regarding your privacy, our professional ethics, or the ability to provide you with quality financial services, please contact us.