Important regulatory information, privacy practices, and disclosures for Joy Financial Group LLC, doing business as Benowitz Wealth Management.
Joy Financial Group LLC, doing business as Benowitz Wealth Management, is an investment adviser registered with the State of Florida. This website does not represent an offer of, or a solicitation for, advisory services in any state or jurisdiction of the United States 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 Management
Joy Financial Group LLC, doing business as Benowitz Wealth Management (“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:
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 Management
Website: https://benowitzwealth.com
Benowitz Wealth Management is a Registered Investment Adviser. Registration does not imply a certain level of skill or training. For more information, please review our Form ADV or visit the SEC Investment Adviser Public Disclosure website.
Benowitz Wealth Management is not affiliated with, endorsed by, or in any way officially connected with the Florida Retirement System (FRS), the Florida Department of Management Services, the Division of Retirement, the State Board of Administration of Florida, or any agency of the State of Florida. All references to FRS programs are for informational purposes only.
Tax, legal, estate, and Medicare-related services are provided by separately engaged, independent professionals. Benowitz Wealth Management does not provide legal, tax, or insurance advice. We coordinate with your qualified professionals as needed.
Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. There is no guarantee that any investment strategy will achieve its intended objective. Asset allocation and diversification do not guarantee a profit or protect against loss.
Content on this site is for general educational purposes only and is not individualized investment, tax, or legal advice. Information presented should not be construed as a recommendation or solicitation to buy or sell any security or to engage in any specific investment strategy.
Certain statements on this site may constitute forward-looking statements. Such statements are subject to risks and uncertainties, and actual results may differ materially. Benowitz Wealth Management undertakes no obligation to update any forward-looking statements.
Last updated: May 2026
© 2026 Joy Financial Group LLC d/b/a Benowitz Wealth Management. All rights reserved.
