Privacy Policy

Your privacy is important to us. This Privacy Policy (“Policy”) applies to services provided by Lockard & Wechsler Direct (“we”, “us”, or “Company”) and our website or subpages that link to or reference this Policy. It explains what information we collect from our users (a “user”, “you”, or “your”), including information that may be used to personally identify you (“Personal Information”) and how we use it. We encourage you to read the details below. This Policy applies to any user or visitor to our website.

We reserve the right to change this Policy at any time. We will notify you of any changes to this Policy by posting a new Policy to this page and/or by sending notice to the primary email address specified in your account. Changes to this Policy are effective when they are posted on this page. Your continued use of the website after we publish or send a notice about our changes to this Policy means that the collection, use, and sharing of Personal Information is subject to the updated Policy.

Collection of Personal Information

This website collects various types of Personal Information, such as:

We may also gather information about the type of browser you are using, IP address, or type of operating system to assist us in providing and maintaining superior quality service.  Such information shall also be defined as Personal Information.

Use of Personal Information Collected

Lockard & Wechsler Direct may use Personal Information to assist in the operation of our website and to ensure delivery of the services you need and request. We may use Personal Information to keep you informed of other possible products and/or services that may be available to you from We may also contact you with regards to completing surveys and/or research questionnaires related to your opinion of current or potential future services.

Except in the instance of a Business Transfer, Lockard & Wechsler Direct does not sell, rent, or lease any of our customer lists and/or names to any third parties.  A “Business Transfer” occurs when we are involved in strategic transactions, reorganization, bankruptcy, receivership, or transition of service to another provider (collectively, a “Transaction”), your Personal Information and other information may be disclosed in the diligence process with counterparties and others assisting with the Transaction and transferred to a successor or affiliate as part of that Transaction along with other assets.

We may share data with trusted partners to help perform statistical analysis, send you email or postal mail, or to provide customer support. These trusted partners are prohibited from using Personal Information except to provide these services and are required to maintain the confidentiality of your Personal Information.

We may disclose Personal Information without prior notice to you if required to do so in accordance with applicable laws or in a good faith belief that such action is necessary to:

Children Under the Age of 13

Lockard & Wechsler Direct does not knowingly collect personal identifiable information from children under the age of thirteen (13) without verifiable parental consent. If it is determined that such information has been inadvertently collected on anyone under the age of thi1ieen (13), we shall immediately take the necessary steps to ensure that such information is deleted from our system’s database. Anyone under the age of thirteen (13) must seek and obtain parent or guardian permission to use this website.

Unsubscribe or Opt-Out

All users and/or visitors to our website have the option to discontinue receiving communication from us. To unsubscribe from our website, please send an email to If you wish to unsubscribe or opt-out from any third-party websites, you must go to that specific website to unsubscribe and/or opt-out.

Right to be Forgotten

In accordance with the California Consumer Privacy Act (CCPA), you have the right to request the deletion of your Personal Information that we have collected from you. To exercise this right, please send an email to with the subject line “Right to be Forgotten.” Upon receipt and verification of your request, we will delete your Personal Information from our records, unless retaining such information is necessary for us to complete a transaction for you, detect security incidents, comply with legal obligations, or any other exceptions permitted under CCPA.

Links to Other Web Sites

Our website does contain links to affiliate and other websites. Lockard & Wechsler Direct does not claim nor accept responsibility for any privacy policies, practices, and/or procedures of other such websites. Therefore, we encourage all users and visitors to be aware when they leave our website and to read the privacy statements of each and every website that collects Personal Information. This Privacy Policy applies only to Personal Information collected by our website.


Lockard & Wechsler Direct shall endeavor to maintain adequate physical, procedural, and technical security with respect to our offices and information storage facilities to prevent any loss, misuse, unauthorized access, disclosure, or modification of the Personal Information under our control.

How to Contact Us

If you have any questions or concerns regarding this Privacy Policy related to our website, please contact us at:

Mailing Address:

Lockard & Wechsler Direct Attn: Privacy Officer

2 Bridge Street Suite 200 Irvington, NY I 0533

Last updated: 6/27/2024