Privacy Policy

Lattice Wealth Management is committed to ensuring the privacy of its clients and website users. The following discloses our information gathering and dissemination practices.

​This website may have links to other websites. Lattice Wealth Management is not responsible for the privacy practices or the content of any other websites that may be linked to its website.

​You may choose to fill out our contact form. When you fill out this form, you may be asked to provide personal information such as name, address, email, and phone number. This information will only be used by Lattice Wealth Management to contact you in regards to your specific request. Such information is not shared with any third-parties.

​We may use your IP address to help diagnose problems with our server and to administer our website. Your IP address may also be used to gather broad demographic information and generate user statistics.

​The Privacy Policies were last modified on June 21, 2021.

Lattice Wealth Management is a dba of Integrated Advisors Network, LLC. Investment Advisory Services offered through Integrated Advisors Network, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. More information about Lattice Wealth can be found in our Form ADV Part 2A and Form CRS. Additional disclosures for disclosure page: Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. This website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed.

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46 West Julian Street PH1
San Jose CA 95110

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888-687-6797

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