Personal Information

We may collect personal information that you provide voluntarily, including but not limited to:

• Name, email address, phone number, and mailing address
• Information submitted through contact forms, service requests, or consultations
• Financial or investment information provided during consultations

Non-Personal Information

We may automatically collect non-identifiable information such as:

• IP address, browser type, device type, and operating system
• Pages visited, time spent, and website usage patterns

We use the information we collect to:

• Provide consultancy services, financial planning, and advice
• Respond to inquiries and service requests
• Deliver newsletters, guides, or updates you opt into
• Improve website performance and user experience
• Comply with applicable legal and regulatory obligations

We do not sell or rent personal information. We may share information only with:

• Third-party service providers supporting our operations
• Legal or regulatory authorities when required by law

Our website may use cookies and similar technologies to enhance functionality and analyze usage. You can disable cookies through your browser settings, though some features may not function properly.

We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission over the internet or electronic storage is completely secure.

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these websites.

You may opt out of marketing communications at any time by following the unsubscribe instructions or contacting us directly.

We may update this Privacy Policy periodically. Changes will be posted on this page with the revised effective date.

NexGen Wealthwise Financial Consultancy Services
info@nexgen-wealthwise.com
+16316815672

We may record and transcribe virtual meetings conducted with clients for regulatory compliance, documentation, supervisory review, and service enhancement purposes.

Recorded communications and transcripts may be used to:

• Document financial advice provided
• Maintain required regulatory records
• Generate meeting summaries and action items
• Improve service quality
• Support compliance supervision

We use commercially reasonable administrative, technical, and physical safeguards to protect client information, including:

• Encryption of data in transit and at rest
• Role-based access controls
• Multi-factor authentication
• Secure cloud storage environments

Recorded meetings, transcripts, and related communications are retained for a minimum period required under applicable federal and state regulations, typically no less than five (5) years, unless a longer retention period is required.

We may use trusted third-party service providers, including video conferencing, transcription, cloud storage, and CRM platforms. These providers are contractually required to maintain confidentiality and appropriate data protection standards.

Clients may request access to their personal information maintained by NexGen Wealthwise, subject to regulatory limitations.