Privacy Policy
Privacy Policy
your privacy matters at nova wealth management
your privacy matters at nova wealth management
At Nova Wealth Management, your trust is our most valuable asset. When you choose us to help manage your financial future, you also entrust us with your most personal data—and we take that responsibility seriously. This Privacy Policy outlines how we collect, use, and protect your information so you can feel confident knowing your privacy is in good hands.
Who We Are
Who We Are
WE’RE NOVA WEALTH MANAGEMENT, A BOUTIQUE FINANCIAL ADVISORY FIRM IN NAPLES, FL, SERVING CLIENTS ACROSS COLLIER COUNTY & SURROUNDING AREAS.
Our mission is simple: to provide personalized, transparent, and fiduciary-driven financial guidance. And just like we believe in being open about your finances, we believe in being transparent about how we handle your personal information.
INFORMATION WE COLLECT
INFORMATION WE COLLECT
To provide top-tier wealth management services, we collect and store certain types of information. Here’s a breakdown:
how we use your information
how we use your information
We use the information we gather to deliver better service, make smarter recommendations, and fulfill our fiduciary duty. Specifically, your information is used to:
- Build and manage your financial plan or investment portfolio
- Maintain accurate records for compliance and performance tracking
- Send important updates, newsletters, and educational content (only if you opt in)
- Improve our website experience and overall client service
information sharing & disclosure
information sharing & disclosure
We do not sell, rent, or trade your personal data. Period. Information may only be shared in the following scenarios:
how we protect your information
how we protect your information
Security is more than a buzzword for us—it’s a standard. Our firm uses a combination of digital safeguards, physical controls, and strict procedures to ensure your data is protected at all times. This includes:
- SSL encryption on our website
- Secure client portals with multi-factor authentication (MFA)
- Regular cybersecurity audits and staff training
We also partner with industry-leading custodians and technology platforms that meet or exceed financial industry standards for data protection.
your rights & choices
your rights & choices
We believe in empowering clients. That includes control over your personal data. You have the right to:
- Request access to information we hold about you
- Ask for corrections or updates to your personal data
- Request deletion of your data (where legally and contractually possible)
- Opt out of marketing communications at any time
To make any such requests, please contact us at advisor@novawealthmanagement.com.
cookies & website tracking
cookies & website tracking
We use cookies and similar tracking technologies to enhance your browsing experience on our website. Cookies help us understand how visitors interact with our site, allowing us to serve you better. You can control cookie settings through your browser or device preferences.
third party links
third party links
Our website may contain links to third-party websites—for instance, financial calculators or news outlets. Once you leave our site, our Privacy Policy no longer applies. We encourage you to read the privacy policies of any third-party sites you visit.
policy updates
policy updates
Just as your financial needs evolve, so might our Privacy Policy. If we make significant changes, we’ll let you know via email or through a public notice on our website. We recommend checking this page periodically to stay informed.
contact us
contact us
Have questions about your data or this Privacy Policy? We’re here to help. Reach out anytime:
Nova Wealth Management
Naples, FL
Email: advisor@novawealthmanagement.com
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