Privacy Policy

Effective date: September 24, 2026.

Benowitz Wealth Management is a trade name of Joy Financial Group LLC, a Florida-registered investment adviser (CRD 331545). This policy covers information collected through this website.

Clients receive our formal privacy notice when their relationship with us begins, and afterward as required. That notice governs client information. If this page and that notice differ, the notice controls.

• Information you send us through a form: your name, email address, phone number if you give one, your message, and the consent choices you make. If you download a document or use the retirement calculator, the details you enter for it.
• Information collected automatically: your device and browser type, IP address, and the pages you visit, through cookies and similar technologies.

Please do not send account numbers, Social Security numbers or passwords through this website.

To respond to you, to send documents or results you ask for, to send educational emails or text messages you have agreed to receive, to operate and improve this website, and to meet our legal and regulatory obligations.

We do not sell personal information, and we do not share it with other companies for their own marketing. We share it only with service providers that help us operate, such as website hosting, email and document signing; with the custodian that holds client accounts; with regulators; and when the law requires.

We send text messages only if you agree, and agreeing is not a condition of any service. Message frequency varies. Message and data rates may apply. Reply STOP to stop or HELP for help. We do not share mobile numbers or text-message consent with third parties for their marketing.

When you ask us to email you a guide, checklist, workbook, book or your calculator results, you also agree to receive our occasional educational emails; the form says so beside the box you tick. Every educational email includes a way to unsubscribe.

This website uses cookies and may use analytics tools, such as Google Analytics, to understand how the site is used. These tools may collect information about your visits to this and other websites over time. You can block or delete cookies in your browser settings. This website does not currently respond to browser Do Not Track signals.

This website is not directed to children under 13, and we do not knowingly collect information from them. Our forms are for adults 18 and older.

We use reasonable administrative, technical and physical safeguards to protect personal information. No website or system is completely secure.

You can ask to see or correct the information you sent us, or to stop receiving emails or text messages, by contacting us.

If we change this policy, we will post the new version on this page with a new effective date.

info@benowitzwealth.com · (407) 637-4972

Legal Information & Disclosures