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Your privacy and the security of your personal information are fundamental to our relationship. This policy explains what we collect and how we use it.
This is template language provided for demonstration. Review and customize it with qualified legal and compliance counsel before publishing. Last updated: July 2026
Next Level Wealth Management Group (“NLWMG,” “we,” “us”) collects information necessary to provide advisory services — including identifying details, contact information, financial account data, and information about your goals and circumstances.
We collect this information directly from you, from documents you provide, and from custodians and financial institutions you authorize us to work with.
We use your information solely to deliver, administer, and improve our advisory services; to communicate with you; and to meet legal, regulatory, and compliance obligations.
We do not sell your personal information, and we do not share it with unaffiliated third parties for their own marketing purposes.
We share information only as needed to serve you — for example, with custodians, sub-advisors, and service providers who support our operations — and only under confidentiality obligations. We may also disclose information where required by law or regulation.
We maintain administrative, technical, and physical safeguards designed to protect your information, including encryption of sensitive data in transit and at rest and role-based access controls.
You may request access to, correction of, or deletion of your personal information, subject to legal and regulatory retention requirements. Contact us using the details below to exercise these rights.
Questions about this policy may be directed to advisory@nlwmg.com or 732-245-4353.