Lewis & Morgan
Terms & Conditions, Privacy Policy, and Imprint
This document outlines the Terms & Conditions, Privacy Policy, and Imprint applicable to the use of this website and the services offered by Lewis & Morgan.
By accessing or using this website, contacting us, or engaging our services, you acknowledge that you have read, understood, and agree to be bound by the provisions contained in this document.
If you do not agree with any part of these terms, please discontinue use of the website.
Lewis & Morgan is an independent financial institution specializing in advisory, fiduciary, trustee, and portfolio services.
Our principal office is located at 23158 Ventura Blvd, Woodland Hills, CA 91364.
We may be contacted at office@lewismorgan.us
The company is registered in the State of California under registration number B20250256816.
The information in this document applies to all interactions with Lewis & Morgan, including digital communications, website usage, and requests for service.
The website and its content are provided for general informational purposes only. Nothing on this website constitutes investment, legal, tax, or financial advice.
You should always seek independent professional advice before relying on any information published here. We reserve the right to update, modify, suspend, or discontinue any aspect of the website or services at any time without prior notice.
All intellectual property rights associated with this website—including text, images, graphics, logos, icons, layouts, data compilations, and other proprietary materials—are owned by Lewis & Morgan or licensed to us.
You may not copy, reproduce, modify, republish, distribute, or create derivative works without our prior written consent. You may view the website for your own informational purposes only.
You agree not to use this website for any unlawful, abusive, fraudulent, or harmful purposes, including attempts to gain unauthorized access to systems, distribution of malicious software, extraction of data, or interference with website functionality.
You may not impersonate any person or entity, misrepresent your affiliation with Lewis & Morgan, or breach applicable laws while using the site.This website may contain references or links to third-party websites.
Such links are provided for convenience only and do not constitute endorsement. We are not responsible for the availability, accuracy, content, or privacy practices of third-party websites. You access them at your own risk.
To the fullest extent permitted by law, Lewis & Morgan, its officers, affiliated entities, employees, and advisers disclaim liability for any direct, indirect, consequential, incidental, punitive, or special damages arising from your access to or use of the website, inability to use the website, or reliance on any content contained herein.
We make no representations or warranties regarding the availability, accuracy, completeness, or reliability of any content on the site.
Our website is not intended for individuals in jurisdictions where distribution or use would be contrary to local laws or regulations.
Your continued use of the site represents your acknowledgment of these restrictions.
Privacy Policy (Integrated)
Lewis & Morgan is committed to protecting your privacy and safeguarding your personal information.
This Privacy Policy describes how we collect, use, store, and disclose personal data obtained through this website or as part of our client interactions.
We may collect personal data including, but not limited to, your name, email address, telephone number, business affiliation, job title, and any information you voluntarily provide in inquiries or contact forms.
Additionally, we may collect technical data such as IP address, browser type, device identifiers, referring pages, usage metrics, and general website analytics information.
We use personal data to respond to inquiries, evaluate service requests, communicate with clients, manage engagements, improve website functionality, comply with legal obligations, and protect the integrity of our systems.
We may also use your data for administrative, analytical, and operational purposes.
We may share personal data with trusted service providers, affiliated entities, professional advisers, or regulatory authorities when required by law or necessary to provide our services.
These parties are obligated to maintain confidentiality and use data only for authorized purposes.
In adding, personal data may be transferred internationally, including to jurisdictions with differing data protection standards. By using our website or communicating with us, you consent to such transfers.
We maintain physical, electronic, and procedural security measures to protect personal information from unauthorized access, disclosure, alteration, or destruction.
Although we implement appropriate safeguards, no method of transmission or storage is entirely secure.
You acknowledge the inherent risks involved in internet data transmission.We retain personal data only for as long as necessary to fulfill the purposes outlined in this Policy or as required by applicable law.
When personal data is no longer needed, it will be securely deleted or anonymized.
Our website may use cookies, tracking pixels, beacons, analytics tools, and similar technologies to improve performance and understand usage patterns.
You may adjust cookie settings in your browser, though this may affect certain features of the website.
Depending on your jurisdiction, you may have rights relating to your personal data including access, correction, deletion, objection, restriction, portability, or the right to file a complaint with a supervisory authority.
To exercise any of these rights, please contact us at office@lewismorgan.us.We may update or modify this Privacy Policy periodically. All updates will be posted on this page with an updated effective date. Continued use of the website constitutes acceptance of any revised policy.
Terms Related to Client Engagements
Engagements with Lewis & Morgan are governed by formal engagement letters that outline the scope of services, responsibilities, fees, confidentiality requirements, termination rights, and liability limitations.
These engagement letters take precedence over any general information provided on the website.
Fees are due in accordance with the terms specified in the engagement letter.
Unless otherwise agreed, invoices are payable within 30 days.
Interest may be charged on overdue amounts as permitted by law.We maintain a strict confidentiality policy.
Both parties agree to protect confidential and proprietary information and not disclose it without prior written consent unless legally required.
Confidentiality obligations continue after termination of an engagement.We maintain procedures for identifying and managing potential conflicts of interest.
If a conflict arises that cannot be resolved to the satisfaction of both parties, we reserve the right to decline or discontinue the engagement.
Both parties may terminate an engagement by written notice in accordance with the terms of the engagement letter.
Upon termination, you agree to pay for all services rendered up to the termination date.
Liability for any claims arising out of an engagement is limited to the extent set out in the engagement letter and permitted by law.
We shall not be liable for indirect, incidental, or consequential damages arising from an engagement or reliance on any deliverables.
Unless otherwise agreed in writing, California law governs all engagements, and the exclusive jurisdiction for disputes lies in the courts of Los Angeles County, California.
Compliance and Governance
Lewis & Morgan complies with applicable privacy, regulatory, and professional requirements.
We maintain internal governance processes, training, and risk controls to uphold high professional standards.
We do not provide services in jurisdictions where such services would violate local regulations.
Final Provisions
If any provision of this document is found unlawful, void, or unenforceable, that provision shall be modified to the minimum extent necessary to make it enforceable, and the remaining provisions shall remain valid.
This document constitutes the entire agreement relating to the use of the website and supersedes all prior communications.
Nothing in this document limits obligations agreed in engagement letters, which prevail in the event of inconsistency.
For questions, concerns, or requests regarding these Terms & Conditions, Privacy Policy, or Imprint, please contact us at
office@lewismorgan.us
Effective Date: November 2025
© Lewis & Morgan – All rights reserved.
