Terms and Conditions
All written content on this site is for information purposes only. Opinions expressed herein are solely those of OmniDivitia Wealth Management, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-based financial planning and investment advisory services are offered by OmniDivitia Wealth Management, Inc., a Registered Investment Advisor in the State of Illinois. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of IL or where otherwise legally permitted. All content, logos, and trademarks on this Site are the property of OmniDivitia or used with permission. You may download or print a hard copy of individual pages for personal, non-commercial use only. Any unauthorized use or distribution of Site content is strictly prohibited.
SMS Privacy Policy
We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your personal data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages. All of the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Click here for a PDF copy of our full privacy policy, including a mail in form to limit sharing.
What does OmniDivitia Wealth Management, Inc. do with your personal information?
WHY: Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
WHAT: The types of personal information we collect, and share depend on the product or service you have with us. This information can include: Social Security number and income; Account balances and payment history.
HOW: All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information; the reasons we choose to share; and whether you can limit this sharing.
| Reasons we can share your personal information | Do we share? | Can you limit this sharing? |
| For our everyday business purposes - such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus. | Yes | No |
| For our marketing purposes - to offer our products and services to you | Yes | Yes |
| For joint marketing with other financial companies | No | We don't share |
| For our affiliates' everyday business purposes - information about your transactions and experiences | Yes | Yes |
| For our affiliates' everyday business purposes - information about your creditworthiness | No | We don't share |
| For our affiliates to market to you | Yes | Yes |
| For non-affiliates to market to you | No | We don't share |
| For buying, selling, or sharing client data gathered for text messaging | No | N/A |
How do we protect your personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How do we collect your personal information? We collect your personal information, for example, when you open an account or deposit money.
Why can't you limit all sharing? Federal law gives you the right to limit only:
- sharing for affiliates' everyday business purposes - information abo0ut your creditworthiness;
- affiliates from using your information to market to you;
- sharing for non-affiliates to market to you.
State laws and individual companies may give you additional rights to limit sharing.
What happens when you limit sharing for an account you hold jointly? Your choices will apply to everyone on your account - unless you tell us otherwise.
