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Privacy Policy

Nayhife Wealth Management

Nayhife Wealth Management is committed to protecting your privacy. This Privacy Policy explains how we collect, use, share, and safeguard your personal information when you visit our website (www.nayhifewm.com), interact with us, or become a client. Investment advisory services are offered through LightSquare Wealth Management, LLC, a Registered Investment Adviser. Nayhife Wealth Management and LightSquare Wealth Management, LLC are separate entities.
We comply with federal regulations, including the Gramm-Leach-Bliley Act (GLBA) and SEC Regulation S-P, which govern the privacy of consumer financial information for investment advisers.

1. Information We Collect

We collect nonpublic personal information (“NPPI”) in the following ways:
  • From clients and prospective clients: Name, address, Social Security number, date of birth, income, assets, investment objectives, financial goals, account statements, transaction history, and other details provided through applications, interviews, questionnaires, or third-party sources (e.g., custodians or credit reporting agencies).
  • From website visitors: Limited, non-personal information such as IP address, browser type, pages visited, and referral sources (via cookies, server logs, or analytics tools like Google Analytics). We do not collect personally identifiable information unless you voluntarily provide it (e.g., via a contact form, newsletter signup, or inquiry).
We comply with federal regulations, including the Gramm-Leach-Bliley Act (GLBA) and SEC Regulation S-P, which govern the privacy of consumer financial information for investment advisers.

2. How We Use Your Information

We use your information to:

  • Provide and administer investment advisory services.
  • Process transactions and maintain accounts.
  • Communicate with you about your accounts, services, or market updates.
  • Comply with legal, regulatory, and tax obligations.
  • Improve our website and services (using anonymized analytics data).
  • Support our own marketing and advertising efforts, including targeted online
    ads.

3. How We Protect Your Information

We maintain physical, electronic, and procedural safeguards designed to protect your NPPI from unauthorized access, use, or disclosure. These include:

  • Secure servers and encryption for sensitive transmissions.
  • Restricted access to information (only authorized personnel).
  • Regular monitoring and training.
  • Vendor agreements requiring confidentiality and security.

These safeguards comply with federal standards under Regulation S-P.

4. How We Share Your Information

We share NPPI only as permitted or required by law:  
  • For everyday business purposes — such as processing transactions, maintaining accounts, responding to legal requests, reporting to credit bureaus, or providing services through custodians/accountants/third-party administrators.
  • With service providers — who are contractually required to keep the information confidential and use it only for the services they provide to us.
  • As required by law — such as in response to court orders, subpoenas, regulatory examinations, or to prevent fraud.
  • For our online advertising — We may use certain client information (such as contact details like email addresses or hashed identifiers derived from your data) to create audience segments or custom lists for targeted online advertising through third-party platforms like Google Ads. This allows us to show advertisements for our services on other websites or apps you may visit. We limit this to promoting our own advisory services and do not share full account details, financial holdings, or other sensitive identifiers. Any data shared is subject to contractual terms requiring the platform to maintain confidentiality, use it only for our advertising needs, and not for their independent purposes.
We do not:
  • Share for third-party marketing (nonaffiliates marketing their own products to you).
  • Engage in joint marketing with other financial companies.
  • Share with affiliates for marketing (if we have affiliates).
  • Share with affiliates for marketing (if we have affiliates).
  • Sell your personal information.
If your advisor moves to another firm, we may share limited information to facilitate continued service (subject to any applicable opt-out rights).

5. Your Rights and Choices

Federal law (under GLBA/Regulation S-P) gives you the right to limit certain sharing of your nonpublic personal information, including disclosures to nonaffiliated third parties for marketing purposes outside of permitted exceptions.

If you prefer that we not use or share your information for online advertising purposes (including with platforms like Google Ads):

  • Contact us directly to opt out: Email info@NayhifeWM.com or call +1 (248) 883-3463. We will process your request promptly and apply it going forward.
  • For Google Ads specifically: You can opt out of personalized ads from Google by visiting Google’s Ads Settings (https://adssettings.google.com). You may
    also manage third-party cookie/device identifier use for ads via the Network Advertising Initiative opt-out page Privacy Policy 3
  • (https://www.networkadvertising.org/managing/opt_out.asp) or your device’s privacy settings.

Opting out of advertising uses will not affect our core advisory services to you. For website visitors: You can manage cookies/tracking via your browser settings. Opting out may affect site functionality.

6. Website-Specific Practices

  • We may use cookies or similar technologies (including Google Analytics and Google Ads tags) for site analytics, functionality, and remarketing.
  • Third-party links (if any) are governed by their own privacy policies.
  • Newsletter signups collect only email and basic contact info, used solely for communications (with easy unsubscribe).

7. Data Breach Notification

In the unlikely event of a breach involving unauthorized access to your sensitive customer information, we will notify affected individuals as soon as practicable, but no later than 30 days after discovery (per SEC Regulation S-P).

8. Changes to This Policy

We may update this policy from time to time. Material changes will be posted here with a revised “Last Updated” date. We will provide updated notices to clients as required by law.

9. Contact Us

For questions about this policy, your information, or to exercise opt-out rights:
This policy applies to clients and website visitors. It does not cover information collected offline or through other channels unless specified.
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