Last Updated: January 2026
When you use this site or engage our services, we may collect information you provide directly, such as your name, contact details, and financial information shared during planning engagements, as well as limited technical data like browser type and pages visited.
Information is used to deliver advisory services, respond to inquiries, meet regulatory recordkeeping obligations, and, only with your consent, send occasional planning insights.
We use industry-standard safeguards to protect client data, including encrypted storage and restricted internal access. No method of transmission over the internet is entirely secure, and we cannot guarantee absolute security.
We do not sell, rent, or share your personal information with third-party marketers. We may share limited information with custodians or service providers.
You may request access to, correction of, or deletion of your personal information, and may opt out of marketing communications at any time by contacting us at info@northgatefg.com.
Questions about this policy can be directed to Northgate Financial Group, 3715 E Overland Rd, Ste 205, Tucson, ID 83642, or info@northgatefg.com.