Privacy Policy Statement

Our Commitment to You

Lentz Wealth Advisors, LLC (“Lentz Wealth Advisors”) is committed to safeguarding the use of your personal information that we have as your Investment Advisor.
We protect the security and confidentiality of the personal information we maintain and ensure that it is used solely for proper business purposes related to managing or servicing your account.

Your relationship with us is our most important asset. We do not sell your non-public personal information to anyone. We share it only as needed to service your account, as outlined below.

Information We Collect

When you become a client, we may collect personal information such as:

  • Name and address

  • Email address

  • Phone number

  • Social Security or Tax ID number

  • Income and assets

  • Account balances and investment activity

  • Information about accounts at other institutions

We also collect information from:

  • Brokerage Agreements, Managed Account Agreements, and other account documents

  • Applications, forms, and questionnaires you complete

  • Your transactions with us or others

How We Share Your Information

We may share non-public personal information with:

  • Non-affiliated third parties such as brokers and custodians

  • Financial institutions with whom we have joint business arrangements

  • Authorized agents or representatives

  • Regulators, as required to fulfill our legal and regulatory obligations

  • Service providers we hire to help operate our business (e.g., administrative or IT support)

These third parties are contractually obligated to maintain confidentiality and are prohibited from using your information for their own purposes.

We do not sell your non-public personal information.

Former Clients

We do not disclose non-public personal information about former clients to non-affiliated third parties, except as required or permitted by law.

Confidentiality and Security

Our employees are trained to respect the confidentiality of your personal information.
We maintain physical, procedural, and electronic safeguards to protect your data from unauthorized access.

Privacy Policy Updates

We will send you a copy of our privacy policy annually for as long as you are a client.
If we revise this policy in a way that materially changes how your information is handled, you will receive an updated version and be given the opportunity to opt out of any new information-sharing practices.

To request a current copy of our privacy policy, please contact us at (352) 375-5283.