Northstar Wealth Solutions LLC Privacy Policy

Last updated: 10/21/2026

Northstar Wealth Solutions LLC ("Northstar," "we," "us," or "our") respects your privacy and is committed to protecting it.

This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website(s), landing pages, or interact with our services.

1. Information We Collect

We may collect personal information that you voluntarily provide to us, including but not limited to:

Name

Email address

Phone number

Postal address

Any other information submitted through forms, scheduling tools, or inquiries

We may also automatically collect certain information, including:

IP address

Browser type

Device type

Operating system

Pages visited and referring URLs

2. How We Use Your Information

We use the information we collect to:

Respond to inquiries and provide requested information

Schedule and confirm appointments

Connect you with a licensed insurance agent who can answer your questions

Send communications, including email, phone calls, and SMS messages, where consent has been provided

Improve our website, services, and marketing performance

Comply with applicable legal and regulatory requirements

Northstar Wealth Solutions LLC operates as a marketing and education company. We are not an insurance company or agency and do not issue policies. We do not provide investment, tax, or legal advice.

3. Sharing of Information

We do not sell your personal information.

When you request to be contacted, we share your name, phone number, email address, and the information you submitted with the licensed insurance agent(s) who will follow up on your request.

We may also share your information with third-party service providers as necessary to operate our business, including CRM systems, communication platforms, scheduling tools, and marketing and analytics tools.

We do not share your phone number or your text messaging consent with anyone for their own marketing or promotional purposes. Your information may be shared with aggregators and providers that are required to deliver call and text messaging services.

4. Calls, Text Messages, and Email

By providing your phone number and checking the consent box on our forms, you agree that Northstar Wealth Solutions LLC and the licensed insurance agent(s) who respond to your request may contact you by phone call and text message at the number you provided. These contacts may be placed using automated technology, including an automatic telephone dialing system, and may use prerecorded or artificial voice messages, including voices generated by artificial intelligence. Consent is not a condition of purchasing any product or service.

Text messages may include:

Appointment reminders

Scheduling confirmations

Follow-up messages

Relevant informational communications

Product updates, if you agreed to receive marketing messages

Message frequency varies. Message and data rates may apply. You can opt out of text messages at any time by replying STOP. You may receive a final confirmation message after opting out. For assistance, reply HELP or contact us directly. You may also tell any caller to stop contacting you. Wireless carriers are not responsible for delayed or undelivered messages.

You may opt out of marketing emails at any time using the unsubscribe link in the email.

5. Cookies and Tracking Technologies

We may use cookies, pixels, and similar tracking technologies (including tools such as Meta/Facebook Pixel and analytics platforms) to understand user behavior, improve marketing performance, and deliver relevant advertisements.

You can adjust your browser settings to refuse cookies. Some features of the website may not function properly without them.

6. Data Retention

We retain personal information only as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required by law.

7. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the internet is completely secure.

8. Your Privacy Rights

Depending on your location, you may have the right to:

Access the personal information we maintain about you

Request corrections to inaccurate information

Request deletion of your information

Withdraw consent for communications

Residents of certain states, including California, may have additional rights under applicable privacy laws. We will honor such requests in accordance with applicable law.

To exercise your rights, please contact us below.

9. Children's Privacy

Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.

10. Contact Information

Northstar Wealth Solutions LLC

Email: [email protected]

Phone: (682) 568-8383

11. Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be reflected by the updated date above.