Privacy Policy for nwmgadvisors.com
Last Updated: May 6, 2025
National Wealth Management Group, LLC (“NWMG”, “we”, or “us”) is committed to protecting the confidentiality and security of our clients’ nonpublic personal information (“information”). This Privacy Policy outlines how we collect, use, protect, and disclose your information.
Information We Collect
We collect:
- Client Information: Personal details (e.g., background, investment objectives, financial situation, tax information, account details) provided by clients to deliver our services.
- Website Data: Aggregate and individual data about website usage, including IP addresses, browser types, access times, referral data, and information from voluntary surveys or forms. This helps us improve our website’s functionality and user experience.
How We Protect Your Information
NWMG maintains physical, electronic, and procedural safeguards that comply with federal standards to protect your information. Access is restricted to authorized employees and affiliates who need the information to provide products or services. Unauthorized access or disclosure by employees may result in disciplinary action.
Disclosure of Information
We may disclose your information:
- With your prior authorization to nonaffiliated third parties (e.g., attorneys, accountants, custodians, or investment advisers) to facilitate services.
- As required by judicial or regulatory processes.
- As permitted by federal or state privacy regulations.
- By providing information to NWMG for processing with third-party service providers (e.g., custodians or investment advisers), you automatically authorize disclosure to those providers.
AI Chatbot (AI™) Privacy Notice
Our chatbot, AI™, is powered by a third-party ChatGPT plugin from OpenAI. Interactions with AI™ may be processed by OpenAI and are subject to their [terms of service and privacy policy](https://openai.com/privacy). We are not responsible for the performance or content of third-party services. Avoid sharing sensitive personal information (e.g., financial or health data) via AI™, as we cannot guarantee its security.
Assignment
NWMG may assign this Privacy Policy and related information in connection with a sale, merger, or reorganization of all or substantially all of its assets.
Changes to This Policy
We may update this Privacy Policy periodically, with changes reflected in the “Last Updated” date. Your continued use of our website constitutes acceptance of any updates.
Contact Us
For questions about this Privacy Policy, contact us at:
Email: compliance@nwmgadvisors.com
Address: National Wealth Management Group, LLC, 11260 Chester Rd Ste 250, Cincinnati, OH 45246
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Terms of Use for nwmgadvisors.com
Last Updated: May 6, 2025
By using www.nwmgadvisors.com (“Website”), you agree to these Terms of Use (“Terms”). If you do not agree, please do not use the Website.
Website Use and Restrictions
Permitted Use:
You may view, navigate, and print portions of the Website for personal use. You may not reproduce, copy, alter, or distribute any content without NWMG’s prior written consent, except as permitted herein.
Prohibited Use:
You may not use the Website for unlawful purposes, access it from jurisdictions where such access is illegal, or attempt to disrupt or gain unauthorized access to the Website or its systems.
AI Chatbot (AI™) Use
AI™, our chatbot, is powered by a third-party ChatGPT plugin from OpenAI and subject to their [terms of service and privacy policy](https://openai.com/privacy).
- Eligibility: You must be at least 18 (or the age of majority in your jurisdiction) to use AI™.
- Limitations: AI™ provides general information, not professional advice (e.g., legal, financial, or medical). Responses may not be accurate or complete. Do not share sensitive personal information, as security cannot be guaranteed.
- Prohibited Actions: You may not use AI™ to engage in illegal, harmful, or offensive activities, generate misleading content, or manipulate its functionality.
Intellectual Property
All Website content, trademarks, logos, and service marks are owned by National Wealth Management Group, LLC (“NWMG”) or licensed to us and protected by copyright and trademark laws. Unauthorized use is prohibited. Inquiries about NWMG’s intellectual property should be directed to: 11260 Chester Rd Ste 250, Cincinnati, OH 45246.
Third-Party Links
The Website may link to third-party sites not controlled by NWMG. We are not responsible for their content, availability, or any damages arising from their use. Links do not imply endorsement.
Disclaimer and Limitation of Liability
The Website and AI™ are provided “as-is” without warranties. NWMG strives for accuracy but is not liable for errors, omissions, or damages (direct, indirect, incidental, or consequential) arising from your use of the Website or AI™, including reliance on inaccurate information or service interruptions.
Indemnification
You agree to indemnify NWMG and its affiliates from claims, losses, or damages, including legal fees, arising from your use of the Website, violation of these Terms, or infringement of third-party rights.
Termination
NWMG may suspend or terminate your access to the Website or AI™ at any time, with or without notice, for violating these Terms or other reasons.
Assignment
NWMG may assign these Terms in connection with a sale, merger, or reorganization of all or substantially all of its assets.
Changes to Terms
We may update these Terms periodically, with changes reflected in the “Last Updated” date. Continued use constitutes acceptance of updates.
Governing Law
These Terms are governed by the laws of Ohio, USA, without regard to conflict of law principles. Disputes will be resolved exclusively in Ohio courts.
Contact Us
For questions about these Terms, contact:
- Email: compliance@nwmgadvisors.com
- Address: National Wealth Management Group, LLC, 11260 Chester Rd Ste 250, Cincinnati, OH 45246