Joy Financial Group LLC DBA Benowitz Wealth Management

is an investment adviser registered with the great state of Florida. This website does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the U.S. or any country where Benowitz Wealth Management is not registered, notice filed, or exempt. Benowitz Wealth Management provides advice and makes recommendations based on the specific needs and circumstances of each client. Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece in making investment decisions. Benowitz Wealth Management is not a broker-dealer and does not offer tax or legal advice.

Joy Financial Group LLC d/b/a Benowitz Wealth

Joy Financial Group LLC, doing business as Benowitz Wealth (“we,” “our,” or “us”), is committed to protecting your personal information and maintaining the confidentiality and security of your data.

We may collect personal information you voluntarily provide, including but not limited to your name, contact information, financial details, retirement information, and other data necessary to provide financial advisory services.

We use your information to:

• Provide financial planning and investment advisory services
   
• Respond to inquiries and schedule consultations
   
• Maintain and service client accounts
   
• Comply with legal, regulatory, and compliance obligations
   
• Improve our website, services, and communications
   

We do not sell your personal information. We may share information only as permitted or required by law, including with custodians, service providers, regulators, or other parties necessary to operate our business and serve you as a client.

We maintain physical, electronic, and procedural safeguards designed to protect your personal information from unauthorized access, misuse, or disclosure.

Our website may use cookies or similar technologies to enhance user experience and analyze website traffic. You may adjust your browser settings to refuse cookies if you prefer.

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.

You may request access to or correction of your personal information, subject to applicable laws and regulations.

We may update this Privacy Policy from time to time. Updates will be posted on this page with the revised effective date.

If you have questions about this Privacy Policy or our privacy practices, please contact us:

Joy Financial Group LLC d/b/a Benowitz Wealth
Website: https://benowitzwealth.com