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Privacy Policy

We pledge to keep all client information secure and confidential. We work hard to earn your trust, and as such, we follow the strictest standards to protect any sensitive data you provide to us.

We only allow authorized employees access to sensitive information. All Napatree Capital employees undergo compliance training for proper handling of client information.

We will only share your information with external organizations once we have informed you of that use and disclosed the nature of any such agreements and have received your authorization, consistent with appropriate laws and regulations.

If we contract with organizations to provide services, we will require them to conform to our privacy policy standards. Such organizations will be subject to compliance audit.

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Want to learn more? One of our core tenets at Napatree Capital is accessibility. Contact us today; we’d love the opportunity to get to know you and your goals and answer any questions you may have.

Contact Us

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Tel: (401) 868-1115
[email protected]

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Westerly
90 Beach Street
Westerly, RI 02891

Longmeadow
734 Longmeadow Street
1st Floor
Longmeadow, MA 01106

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