Privacy

Our commitment

The Ledger House respects the confidentiality of clients, prospective clients, and website visitors. We collect only the information reasonably necessary to respond to inquiries and provide requested services.

Information submitted through this website

When you contact us, you may provide your name, email address, telephone number, service interest, and a message. Please do not submit Social Security numbers, account numbers, tax documents, or other sensitive information through the public website or ordinary email.

Secure client information

Sensitive documents should be exchanged through the secure client portal. Access is provided separately to active clients. The firm maintains administrative, technical, and physical safeguards designed to protect client information.

Website technology

This website may use essential technical storage required for navigation and security. The published site does not include advertising trackers by default. If analytics are added later, this policy should be updated before those tools are enabled.

Third-party services

Links to scheduling, social media, or client-portal services are operated by third parties and are governed by their own privacy practices.

Contact

Questions about website privacy may be submitted through the contact page.

Last updated: July 2026