Privacy Policy

We are committed to safe-guarding the confidential information of our clients and retaining your trust.
This policy describes how we protect your privacy.

Disclosure of Personal Information

Lassus Wherley (LWA) is committed to safeguard-ing the confidential information of its clients and retaining your trust. We respect your right to keep your personal information confidential and to avoid unwanted solicitations. We hold all personal information that we collect from you in connection with any of the services provided by LWA in the strictest confidence.

We do not disclose information* about our current and former clients to affiliated and nonaffiliated third parties, except as required by law, the Code of Professional Conduct of the New Jersey and Florida Societies of Certified Public Accountants, Ethics Rulings of the American Institute of Certified Public Accountants (AICPA), and CFP Board of Standards Code of Ethics and Professional Responsibility. (Examples of disclosures required by law include those mandated by the Securities and Exchange Commission, the Internal Revenue Service or pertinent state taxing authorities.)

Although we do not anticipate changing our privacy policy, as stated above, we would be prohibited under the law from doing so without advising our clients first.

Security Standards

LWA continually updates and improves security standards and procedures to guard against anyone gaining unauthorized access to confidential information, including through the Internet. We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk. We limit employee access to information to only those who have a business or professional reason for knowing and only to nonaffiliated parties as permitted and required by law. We regularly train our employees on privacy and information security and on their obligations to protect your information. Personal information from any source is destroyed in a manner consistent with commonly accepted industry practice.

Types of Information We Collect

The content of nonpublic personal information that we collect depends upon the scope of the client engagement. It includes information about you that is provided by you, or obtained by us with your authorization, to prepare your personal income tax returns, provide personal financial planning, manage your assets or provide family office support services to you. This information is typically about your personal finances, your health to the extent that it is needed for the planning process, and information about the transactions between you and third parties. Transaction information would also include your payment history with us, billing records and any collection effort engaged in by us for payment of services rendered to you.

Personally identifiable information about you will be maintained during the time you are a client and for the required time thereafter that such records are required to be maintained by federal and state laws and consistent with the CFP Board of Standards Code of Ethics and Professional Responsibility and the Code of Professional Conduct of the New Jersey and Florida Societies of Certified Public Accountants and Ethics Rulings of the American Institute of Certified Public Accountants. After this required period of record retention, all such information will be destroyed.

* Regarding California Financial Information Privacy Act:

Some states, such as California, may impose additional limitations on sharing nonpublic personal information. Since we currently do not disclose such information, these limitations do not apply. Should our policy on disclosing such information change, we will comply with these additional requirements.

If you have questions regarding this privacy policy, please call us at (908) 464-0102.