INFORMATION ABOUT OUR ORGANIZATION

This site is owned and operated by Oak Wealth Advisors, LLC. At Oak Wealth Advisors, we want to make your experience online satisfying. This privacy policy only applies to Oak Wealth Advisors online activities.

Because we may gather certain types of information about the visitors to our website, you should fully understand our policy surrounding the gathering and use of that information. This privacy statement discloses what information we gather and how we use it.

YOUR USE OF THE OAKWEALTH.COM, and SPECIALNEEDSADVICE.COM WEB SITES, (COLLECTIVELY, “WEB SITES”), INDICATES YOUR AGREEMENT TO BE BOUND BY THE TERMS AND CONDITIONS OF USE AND YOUR AGREEMENT TO THE TERMS OF THIS WEB SITE AND THE PRIVACY POLICY SET FORTH BELOW. IF YOU DO NOT AGREE TO BE BOUND BY THESE TERMS AND THIS PRIVACY POLICY, DO NOT USE ANY OF THE OAK WEALTH ADVISORS WEB SITES.

INFORMATION WE COLLECT

In general, you can visit the Oak Wealth Advisors, LLC Web Sites without telling us who you are or revealing any personally identifiable information about yourself. We may track the Internet domain address, (where possible) from which people visit us, but not the e-mail address, and analyze this data for trends and statistics, but individual users will remain anonymous, unless you voluntarily tell us who you are. There are times (for example, when you request information via the online contact form) at which we ask you to provide certain information about yourself, such as your name, telephone number, email address. We also may collect non-identifiable information through the Oak Wealth Advisors Web Sites, including your time of visit to the web site.

We may place a text file called a “cookie” in the browser files of your computer. Cookies are small bits of data that are deposited on a user’s hard drive. Cookies permit users to store their password and other user information without having to constantly re-enter this data. The cookie itself does not contain personal information although it will enable us to relate your use of this site to information that you have specifically and knowingly provided. Oak Wealth Advisors uses cookies to track visitor usage. You can refuse cookies by turning them off in your browser. You do not need to have cookies turned on to use this site. Oak Wealth Advisors may also use IP addresses for certain functions on the Oak Wealth Advisors Web Sites.

USE OF YOUR INFORMATION

We use the personally identifiable information you provide for internal purposes, such as informing you of our new services and providing you with information from and about Oak Wealth Advisors. From time to time we might establish a business relationship with other persons or entities whom we believe trustworthy and whom we have asked to confirm that their privacy policies are consistent with ours. These are known as our marketing partners, advertisers or other third parties for research purposes. In such cases we might share and cross-reference information, including personally identifiable information about you that will enable such persons or entities to contact you regarding products and services that may be of interest to you. No mobile phone information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. For non-mobile phone data, you may choose not to have your information shared with these third-parties by opting-out. If you choose to opt out, Oak Wealth Advisors will not disclose your personal information to third-parties for marketing purposes. You will also not receive direct mail, telephone or e-mail solicitations for services from Oak Wealth Advisors or third-parties based upon information you provide to Oak Wealth Advisors, LLC if you opt out.

To opt out, please contact Oak Wealth Advisors, LLC according to the following information and indicate that you would like to opt out of Oak Wealth Advisors sharing your information with a third party and that you do not want to receive solicitations from Oak Wealth Advisors. Please contact us at:

Oak Wealth Advisors, LLC
836 Skokie Boulevard
Northbrook, IL 60062
United States

Phone: 847-945-8888
Email: [email protected]

Monday – Friday, 9:00 AM to 5:00 PM CST

We may also disclose personally identifiable information in order to respond to a subpoena, court order or other such request. We may also provide such personally identifiable information in response to a law enforcement agency’s request or as otherwise required by law. Your personally identifiable information may be provided to a party if we file for bankruptcy, or there is a transfer of the assets or ownership of Oak Wealth Advisors in connection with proposed or consummated corporate reorganizations, such as mergers or acquisitions.

CHILDREN’S PRIVACY

Oak Wealth Advisors does not knowingly collect personal information from children under the age of 18. Children are not directly permitted to use any Oak Wealth Advisors Web Site or services, and Oak Wealth Advisors requests that children under the age of 18 not submit any personally identifiable information to any Oak Wealth Advisors Web Site. Since information regarding children under the age of 18 is not collected, Oak Wealth Advisors does not knowingly distribute personal information regarding children under the age of 18.

THIRD PARTY WEB SITES

Our Web Sites may contain links to other third party Web sites (such as those of our Special Needs Relationships), which may have privacy policies that differ from our own. We are not responsible for the activities and practices that take place on these Web sites. Accordingly, we recommend that you review the privacy policy posted on any Web site that you may access through our Web Sites.

CONFIDENTIALITY / SECURITY

Oak Wealth Advisors, LLC takes appropriate steps to ensure data privacy and security including through various hardware and software methodologies. However, Oak Wealth Advisors cannot guarantee the security of any information that is disclosed online.

YOUR CONSENT

Oak Wealth Advisors, LLC
If you choose to visit Oak Wealth Advisors Web Sites, your visit and any dispute over privacy is subject to this Notice and Terms and Conditions of Use, including limitations on damages and application of the law of the State of Illinois. If you have any concern about privacy at the Oak Wealth Advisors Web Sites please send us a thorough description, and we will try to resolve it. This Notice and the Terms and Conditions of Use may change from time to time and use of information we gather now is subject to the Notice in effect at the time of use. You should check our Web Sites frequently to see recent changes.

Effective Date: September 1, 2019