How we handle your information.
Plain-language answers on what we collect, how we use it, and the choices you have.
Last updated July 10, 2026. This policy explains how NOI Wealth Partners handles information when you use our website or contact us. We keep it in plain language on purpose.
Information you give us
When you request a strategy call, ask a question, or fill out a form, you may share your name, contact details, and whatever you choose to tell us about your situation. Please share only what you're comfortable sharing. You don't need to include sensitive account numbers to start a conversation.
Information collected automatically
Like most websites, we may collect basic technical information, such as your device and browser type, the pages you view, and general usage. We use Google Tag Manager and Google Analytics for this, which may set cookies and collect usage data as described in Google's own privacy policies. You can control cookies through your browser settings, and you can opt out of Google Analytics using the browser add-on Google provides.
How we use information
We use what you share to respond to you, to schedule and prepare for conversations, to provide the education and services you ask for, to improve the site, and to meet legal and recordkeeping obligations. We do not sell your personal information.
Text messages and consent
If you opt in to text messages, we use your number to communicate with you as described where you gave consent. Message and data rates may apply, message frequency varies, and you can opt out at any time by replying STOP. Consent to texts is not a condition of any service.
When we share information
We share your information only as needed to serve you or as required by law: with insurance carriers or your own professionals, such as a CPA or attorney, when you ask us to coordinate; with service providers who help us run the site and our business, under confidentiality obligations; and when legally required. We don't sell your data or share it for others' marketing.
How we protect it
We use reasonable administrative and technical measures to protect the information we hold. No method of transmission or storage is perfectly secure, so we can't guarantee absolute security, but we take it seriously.
Your choices
You can ask us what information we hold, request corrections, or ask us to delete it, subject to legal and recordkeeping limits. You can unsubscribe from emails or opt out of texts at any time.
New Jersey privacy rights
If you are a New Jersey resident, the New Jersey Data Privacy Act may give you the right to confirm whether we process your personal data and to access it, to correct inaccuracies, to delete your personal data, to obtain a portable copy of it, and to opt out of processing for targeted advertising, the sale of personal data, or certain profiling. We will not discriminate against you for exercising these rights.
To make a request, email us at support@noiwealthpartners.com. We may need to verify your identity first, and we'll respond within the time the law allows. If we decline your request, you may appeal by replying to our response, and if that appeal is denied, you may contact the New Jersey Division of Consumer Affairs.
Children
This site is meant for adults and is not directed to children under 18. We don't knowingly collect information from children.
Changes and contact
We may update this policy from time to time. The date above shows the latest version. For questions or requests about your privacy, contact NOI Wealth Partners at support@noiwealthpartners.com.
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Questions about your privacy?
This policy describes our general practices. It does not create contractual rights beyond those required by applicable law.