{"id":3,"date":"2026-05-24T23:58:55","date_gmt":"2026-05-24T23:58:55","guid":{"rendered":"https:\/\/nextwealthadvisers.com\/?page_id=3"},"modified":"2026-08-21T20:34:04","modified_gmt":"2026-08-21T20:34:04","slug":"privacy-policy","status":"publish","type":"page","link":"https:\/\/nextwealthadvisers.com\/?page_id=3","title":{"rendered":"Posts &amp; Publications"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Advertising &amp; Marketing Materials<\/h2>\n\n\n\n<p class=\"has-superbfont-medium-font-size wp-block-paragraph\">In compliance with Rule 206(4)-1 under the Investment Advisers Act all newsletters and publications are sanctioned, reviewed and approved by our legal and compliance officers and\/or providers before publication or utilization and to include the corresponding full disclosures, in full compliance with Texas State Securities Board Rule 116.15 and all applicable securities rules and regulations.<\/p>\n\n\n\n<h1 class=\"wp-block-heading\">Privacy Policy<\/h1>\n\n\n\n<h2 class=\"wp-block-heading\">Information we collect<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">We collect personal, financial, and technical information about you when you engage our services. This includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Personal Identification Information:<\/strong>\u00a0Name, address, phone number, email, date of birth, Social Security Number<\/li>\n\n\n\n<li><strong>Financial Information:<\/strong>\u00a0Income, net worth, investment objectives, account balances, risk tolerance, tax and estate details<\/li>\n\n\n\n<li><strong>Transaction Data:<\/strong>\u00a0Details of your portfolio, investment history, and account activity<\/li>\n\n\n\n<li><strong>Online Information:<\/strong>\u00a0IP address, browser type, and activity on our website (via cookies and analytics tools)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-superbfont-medium-font-size\">We\u00a0<strong>do not sell<\/strong>\u00a0your personal information. We may share it only with:<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Authorized third parties<\/strong>\u00a0(e.g., custodians, broker-dealers, compliance consultants) as needed to deliver services<\/li>\n\n\n\n<li><strong>Service providers<\/strong>\u00a0who assist in areas such as data hosting, client management, and recordkeeping<\/li>\n\n\n\n<li><strong>Regulatory bodies<\/strong>\u00a0(e.g., SEC, FINRA, state securities regulators) as required by law<\/li>\n\n\n\n<li><strong>Legal entities or courts<\/strong>\u00a0in response to a subpoena or other legal process<\/li>\n\n\n\n<li><strong>Successors<\/strong>\u00a0in the event of a business merger, acquisition, or reorganization<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">All third parties are contractually required to maintain the confidentiality and security of your data<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We implement administrative, technical, and physical safeguards designed to protect your personal and financial information from unauthorized access, loss, or misuse. These measures include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Role-based access controls<\/li>\n\n\n\n<li>Encrypted communications and secure data storage<\/li>\n\n\n\n<li>Regular staff training on data protection policies<\/li>\n\n\n\n<li>Ongoing monitoring of systems for potential threats<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Despite these measures, no security system is foolproof. We encourage clients to remain vigilant and notify us of any suspected unauthorized access.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Under federal law, you have the right to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access the nonpublic personal information we maintain about you<\/li>\n\n\n\n<li>Request corrections to inaccurate or outdated information<\/li>\n\n\n\n<li>Limit certain types of data sharing (see the GLBA opt-out provisions)<\/li>\n\n\n\n<li>Request a copy of this Privacy Policy annually<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">To exercise your rights, please contact us using the information below.<\/p>\n\n\n\n<p class=\"has-superbfont-large-font-size wp-block-paragraph\"><strong>State-Specific Notices (Texas)<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Texas law reinforces your right to privacy and requires us to take reasonable steps to protect your personal data. In the event of a data breach, we will notify affected clients in accordance with Texas Business and Commerce Code \u00a7 521.053.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We do not knowingly collect personal information from children under the age of 13. Our services are intended for adults only. We may revise this Privacy Policy periodically. When updates occur, we will post the revised policy on our website and notify clients when legally required.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How we use your data<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">We use your information solely to deliver investment advisory services and comply with legal obligations. Specific uses include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Managing your investment accounts and executing transactions<\/li>\n\n\n\n<li>Assessing suitability and customizing financial advice<\/li>\n\n\n\n<li>Meeting regulatory and compliance requirements<\/li>\n\n\n\n<li>Communicating with you about your accounts and our services<\/li>\n\n\n\n<li>Internal business operations, such as audits and risk management<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Cookies &amp; website analytics<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Our website may use cookies, pixels, or third-party analytics (such as Google Analytics) to improve user experience and track website usage. This information is used in aggregate form and does not personally identify you. You may modify your browser settings to decline cookies, though this may affect site functionality.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select &#8220;Remember Me&#8221;, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Embedded content from other websites<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong class=\"privacy-policy-tutorial\">Suggested text: <\/strong>Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Who we share your data with<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong class=\"privacy-policy-tutorial\">Suggested text: <\/strong>If you request a password reset, your IP address will be included in the reset email.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How long we retain your data<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong class=\"privacy-policy-tutorial\">Suggested text: <\/strong>If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Rights you have over your data &amp; safety measures<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">We implement administrative, technical, and physical safeguards designed to protect your personal and financial information from unauthorized access, loss, or misuse. These measures include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Role-based access controls<\/li>\n\n\n\n<li>Encrypted communications and secure data storage<\/li>\n\n\n\n<li>Regular staff training on data protection policies<\/li>\n\n\n\n<li>Ongoing monitoring of systems for potential threats<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">We encourage clients to remain vigilant and notify us of any suspected unauthorized access.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Contact us:<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you have questions or comments regarding our policies please contact us at:<br><strong>NeXT Wealth Advisers, LLC<\/strong><br>5909 Dolores St C1<br>Houston, TX 77057<br>compliance@nextwealthadvisers.com<br>(480)738-6770<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Advertising &amp; Marketing Materials In compliance with Rule 206(4)-1 under the Investment Advisers Act all newsletters and publications are sanctioned, reviewed and approved by our legal and compliance officers and\/or providers before publication or utilization and to include the corresponding full disclosures, in full compliance with Texas State Securities Board Rule 116.15 and all applicable [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-3","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Posts &amp; 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