Matrix PWM

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Privacy Policy

Last Updated: January 31, 2026

Matrix Private Wealth Management, LLC (“Matrix,” “we,” “our,” or “us”) is committed to protecting the confidentiality and security of your personal information. This Privacy Policy explains how we collect, use, share, and safeguard nonpublic personal information (“NPI”) in accordance with Regulation S-P, applicable federal law, and relevant state privacy regulations.

  1. Scope of This Privacy Policy

This Privacy Policy applies to information collected through:

This website
Online forms and eligibility quizzes
Appointment scheduling tools
Communications related to potential or existing advisory relationships
This policy applies to prospective clients, current clients, and former clients.

  1. Information We Collect

We may collect nonpublic personal information about you from the following sources:

Information You Provide Directly
Name, email address, phone number
Employment or business information
Financial or income-related information voluntarily provided through forms or quizzes
Information provided during consultations or communications
Information Collected Automatically
IP address, browser type, device information
Website usage data (pages visited, time on site)
Cookies or similar tracking technologies (see Section 9)
We do not collect sensitive personal information unless voluntarily provided and reasonably necessary for advisory or compliance purposes.

  1. How We Use Your Information

We may use your information to:
Evaluate whether our services may be appropriate for you
Respond to inquiries or schedule introductory meetings
Provide investment advisory services (where applicable)
Comply with legal, regulatory, and recordkeeping obligations
Improve website functionality and user experience
Maintain internal business operations and security

We do not sell your personal information.

  1. Disclosure of Information to Third Parties

Consistent with Regulation S-P, Matrix does not disclose nonpublic personal information to non-affiliated third parties except as permitted or required by law.

Permitted disclosures may include:
Service providers that support our business operations (e.g., compliance, technology, scheduling platforms), subject to confidentiality obligations
Regulatory authorities or law enforcement, as required by law
Professional advisers (e.g., attorneys, accountants) as necessary for legitimate business purposes
We do not share information for marketing purposes outside of Matrix.

  1. Confidentiality and Security Safeguards

Matrix maintains physical, electronic, and procedural safeguards designed to protect your personal information, including:

Access controls and authentication measures
Secure data storage and transmission protocols
Employee confidentiality obligations
Oversight of third-party service providers

These safeguards are designed to comply with SEC Regulation S-P, applicable state data-security laws, and our internal Written Information Security Program (WISP).

  1. Former Clients

If you cease to be a client, Matrix will continue to treat your nonpublic personal information with the same care and confidentiality as when you were an active client.

  1. Your Rights and Choices

Depending on your state of residence, you may have rights to:
Request access to certain personal information we maintain
Request correction of inaccurate information
Request limitations on certain data uses, where permitted by law 

To make a request, please contact us using the information below. We may need to verify your identity before fulfilling certain requests.

  1. State Privacy Law Considerations

Matrix complies with applicable U.S. state privacy and data-security laws, including:

Reasonable administrative, technical, and physical safeguards
Breach notification requirements, where applicable
Confidentiality obligations related to personal financial information

This Privacy Policy is intended to satisfy notice requirements under Regulation S-P and applicable state laws. Matrix does not knowingly collect personal information from children under the age of 13.

  1. Cookies and Website Analytics

We may use cookies or similar technologies to improve website performance and analyze usage trends. These tools do not collect nonpublic personal financial information.

You may disable cookies through your browser settings; however, some website features may not function properly.

  1. Third-Party Websites

This website may contain links to third-party websites or tools. Matrix is not responsible for the privacy practices or content of third-party websites.

We encourage you to review the privacy policies of any third-party sites you visit.

  1. Changes to This Privacy Policy

Matrix reserves the right to update this Privacy Policy at any time. Any changes will be effective upon posting to this website. Your continued use of the website constitutes acceptance of the updated policy.

  1. Contact Information

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

Matrix Private Wealth Management, LLC
1979 Marcus Avenue, Suite 210
New Hyde Park, NY 11042
Tel: 516-506-7272

 

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