Privacy Policy

Effective Date: [March 4th, 2025]

NCI Wealth Management ("Company," "we," "us," or "our") is committed to protecting the privacy and security of your personal information. This Privacy Policy outlines how we collect, use, and safeguard your data when you engage with our wealth management services and media communications.

1. Information We Collect

We may collect the following types of information:

Personal Information: Name, contact details, date of birth, financial details, and identification documents for compliance purposes.
Technical Information: IP address, browsing history, and cookies related to your use of our website and media platforms.
Communication Data: Emails, messages, and other interactions with our representatives.

2. How We Use Your Information

We use the information we collect for the following purposes:

Providing financial advisory and wealth management services.
Enhancing our media communications and online presence.
Ensuring compliance with legal and regulatory obligations.
Improving user experience through analytics and tailored content.

3. Data Protection & Security

We implement strict security measures to protect your personal information from unauthorized access, alteration, or disclosure. However, no data transmission over the internet can be guaranteed as 100% secure.

4. Sharing of Information

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

Regulatory authorities when required by law.
Service providers who assist in our operations (under strict confidentiality agreements).
Partners in media and financial education collaborations.

5. Your Rights & Choices

You have the right to:

Access, correct, or delete your personal data.
Opt-out of marketing communications.
Request data portability, where applicable.

6. Updates to the Privacy Policy

We may update this policy periodically. Any changes will be posted on our website with the revised effective date.

Terms and Conditions

1. Acceptance of Terms

By accessing and using our services, website, and media content, you agree to these Terms and Conditions. If you do not agree, please refrain from using our services.

2. Services Provided

NCI Wealth Management offers financial consulting, investment advisory, and wealth management services.
Our media communications include educational content, market insights, and financial news, which should not be construed as personalized financial advice.

3. Disclaimers

Investment and wealth management involve risks; past performance does not guarantee future results.
Content provided through our media platforms is for informational purposes only and does not constitute professional financial advice.
We are not responsible for third-party content, advertisements, or links found on our platforms.

4. Limitation of Liability

NCI Wealth Management and its affiliates shall not be liable for any direct, indirect, incidental, or consequential damages arising from the use of our services or reliance on our media content.

5. Intellectual Property

All content, trademarks, and branding on our website and media channels are owned by NCI Wealth Management and may not be used or reproduced without prior written consent.

6. Governing Law & Jurisdiction

These Terms and Conditions shall be governed by the laws of [Insert Jurisdiction], and any disputes shall be resolved in the appropriate courts of that jurisdiction.

7. Contact Information

For any inquiries regarding our Privacy Policy or Terms and Conditions, please contact us at:
Email: [obianyafo@nciwealthmanagement.com]
Phone: [704-313-9800]
Address: [3540 Toringdon Way Suite 200 Charlotte, NC 28277]

Last Updated: [March 4th, 2025]

NCI WEALTH MANAGEMENT