Privacy Policy

Annual Notice of Privacy Policy and ADV offer for Nova Wealth Management Group, LLC

Nova Wealth Management Group, LLC is committed to client confidentiality and to protect your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. “Personal information” refers to the nonpublic financial information obtained by Nova Wealth Management Group, LLC in connection with carrying out our services.

Information We Collect
Nova Wealth Management Group, LLC collects personal information as part of our relationship to you to provide client services and fulfill legal and regulatory requirements. The type of information Nova Wealth Management Group, LLC collects may include:

  • Information Nova Wealth Management Group, LLC receives from you on forms (such as name, address, Social Security number, profile documents, assets and income)
  • Information you provide Nova Wealth Management Group, LLC directly about your personal finances or personal circumstances or which Nova Wealth Management Group, LLC may receive from brokerage statements or other information you authorize Nova Wealth Management Group, LLC to receive

Information Disclosed in Administering Products and Services
Nova Wealth Management Group, LLC will not disclose personal information about current or former clients to nonaffiliated third parties except as permitted or required by law. Nova Wealth Management Group, LLC does not sell any personal information about you to any third party. Nova Wealth Management Group, LLC will not disclose personal information without your authorization, except as required or permitted by law.

Your Choice to Limit Marketing By Our Affiliate(s)
You may limit our affiliates from marketing their products or services to you based on information that we share with them, such as your income and your account history. Your decision to limit marketing offers from our affiliates will apply for 5 years. Once that period expires, you will be allowed to extend your decision. This limitation does not apply in certain circumstances, such as if you currently do business with one of our affiliates or if you ask to receive information or offers from them.

Procedures to Protect Confidentiality and Security of Your Personal Information
Nova Wealth Management Group, LLC has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, Nova Wealth Management Group, LLC maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.

Nova Wealth Management Group, LLC will update its policy and procedures when necessary to ensure that your privacy is maintained and that Nova Wealth Management Group, LLC conducts business in a way that fulfills our commitment to you. If Nova Wealth Management Group, LLC makes any material changes in its privacy policy, we will make that information available to clients through our Web site and/or other communications.

Additionally, an updated Form ADV is available in our office. Please contact us if you would like a copy.

If you have any questions about our Privacy Policy or ADV, please call Jeffrey Cohen at 770.394.3281.