Pathfinder treats confidential client information with care and does not share it for solicitation or marketing purposes.
In the normal course of business, limited information may be shared with:
- custodians and financial institutions needed to carry out client instructions
- government agencies during routine examinations or when required by law
- outside professionals such as auditors who support firm operations
- vendors and application service providers used to improve or maintain client service
Those parties are expected to use the information only as needed for the work they perform.
We do not disclose information to unrelated third parties without your request, your permission, or a legal requirement to do so. Examples of client-requested disclosure include coordination with attorneys, accountants, or lenders.
If you have questions about privacy at Pathfinder, please contact us.