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 We Are One Seven, LLC (“One Seven”), a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) (registration does not imply a certain level of skill or training).  Information in this message is for the intended recipient[s] only. Please visit our website www.WeAreOneSeven.com for important disclosures. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. We Are One Seven, LLC and Fortune Financial Services, Inc. are separate entities. To check broker background visit this link: https://brokercheck.finra.org.

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46 West Julian Street PH1
San Jose CA 95110

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