Northstar Wealth Solutions LLC Privacy Policy

Northstar Wealth Solutions LLC Privacy Policy

Last updated: 03/25/2026

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

Send communications, including email 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 and does not provide investment, tax, or legal advice.

3. Sharing of Information

We do not sell, rent, or trade your personal information.

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

We may also share your information with affiliated agents or service providers only when you have requested to be contacted.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers required to deliver text messaging services.

4. SMS and Email Communications

By submitting your information through our website or forms, you expressly consent to receive communications from us via email and/or SMS.

SMS Communications may include:

Appointment reminders

Scheduling confirmations

Follow-up messages

New Product Updates

Relevant informational communications

Message and data rates may apply

Message frequency may vary

You can opt out of SMS communications at any time by replying STOP.

You may receive a final confirmation message after opting out.

For assistance, reply HELP or contact us directly.

Wireless carriers are not responsible for delayed or undelivered messages.

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 13, and we do not knowingly collect personal information from children.

10. Contact Information

Northstar Wealth Solutions LLC

804 Mill St.

Reno, NV 89502

[email protected]

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.

Northstar Wealth Solutions is a marketing and education company. We are not licensed financial, legal, or tax advisors. For educational purposes only. This material is not intended to provide investment, legal, or tax advice and should not be relied upon as such. Always consult with a qualified financial professional regarding your specific situation. Any mention of “no risk of loss” or “no downside” refers only to the protection from market index declines within fixed or fixed indexed annuities. No losses due to index performance; caps, spreads, and participation rates apply. Surrender charges and withdrawal limits may apply. Additional protections may be provided through state guaranty associations; coverage limits vary by state. We do not reference or solicit based on guaranty coverage. Not a bank product or investment. Not FDIC/NCUA/SIPC insured. Not a deposit. May lose value if surrendered early. Guarantees are backed by the claims-paying ability of the issuing insurance company.