Q: What steps do you take to safeguard the security of our money?

A: In addition to the technology-focused efforts of our partners (Commonwealth and National Financial Services), our most important tool is knowing our clients. Most financial fraud is perpetrated on a small level, with scammers seeking small amounts of money or information by posing as a client or friend. Our role is to know you, your preferences, and behavior so that we can identify unusual requests or actions. This is why we will require additional verification for requests for third-party payments or other actions.