Back to Work Plan

May 28, 2020 | COVID-19

In response to the COVID-19 outbreak, WNY Asset Management has implemented the below changes. The Firm is introducing a new Health and Safety Policy, the purpose of which is to protect our clients, staff and their families.

Staff and the Workplace

Protective Equipment & Cleaning Practices

  • The office has been disinfected by a CDC approved electrostatic cleaner. The benefits of this cleaning last for 30 days and will be repeated every month.
  • Masks, gloves, and cleaning supplies have been acquired by the Firm and will be available for staff.
  • The office and all common areas will be cleaned throughout the day.
  • The Office is also professionally cleaned three times a week which includes a Spray and Go disinfectant.

Clients and Visitors

  • At this time, WNY Asset Management will not hold in-person client review meetings.
  • All meetings will be conducted using phone and/or Microsoft Teams video technology.
  • Most forms can be completed and signed using our secure electronic signature software from DocuSign.
  • Clients are asked to call the office at 626-0060 to arrange curbside “drop off” for any paperwork.
  • Visitors will be seated in the large conference room and will need to sign a Temporary Visitor Policy.
  • Visitors will be asked to stay at least six feet from the reception desk, which will be marked by tape.
  • Deliveries will be placed at the designated area in the lobby.