Your financial and personal privacy is of prime importance to us. We are committed to maintaining the confidentiality of your personal information, while still being able to provide you with the professional service you have come accustomed to. We have described below the way that we deal with your personal information in keeping with the professional standards of confidentiality of our profession.
We collect nonpublic personal information about you that is provided to us by you directly or indirectly:
We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law.
Permitted disclosure of your nonpublic personal information is restricted to employees and other 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 and that they are bound either by our professional standards of confidentiality or nondisclosure agreements where applicable.
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, 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.
Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us. Please contact us if you have any questions or concerns about the confidentiality of your information.
In addition, most advertising networks offer you a way to opt out of targeted advertising. If you would like more information, please visit http://www.aboutads.info/choices/ or http://www.youronlinechoices.com.
You may request to remove your information from our Marketing System. By clicking here, you are directing Marcum Wealth Management to erase your personal data from Marcum's Marketing System.
Tax or professional advice contained in or accompanying this document, unless otherwise specifically stated, is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in or accompanying this document. In addition, unless otherwise specifically stated, any advice provided shall not be deemed a formal tax opinion upon which the addressee can rely.
All information provided here is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although Marcum Wealth Management endeavors to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act upon such information without appropriate professional advice after a thorough examination of the facts of the particular situation.
The owner of this website does not necessarily intend links from this site to other Internet websites to be referrals to, endorsements of, or affiliations with the linked entities.
Finally, the use of Internet e-mail for confidential or sensitive information is discouraged. If you choose to send e-mail (encrypted or otherwise) to a member of this firm, you are accepting the risks of lack of confidentiality associated with sending e-mail over the Internet.