Effective Date: August 23, 2026
This website is operated by Kore Protection, LLC and Jason Kormes d/b/a Kore Wealth Group, as applicable (collectively referred to as "Kore Wealth Group," "we," "us," or "our").
Please read these Legal Notice, Terms & Conditions, Privacy Policy, and SMS Messaging Terms carefully. By accessing or using this website, you acknowledge that you have read and agree to the applicable terms described below.
If you do not agree with these terms, please discontinue use of this website.
Kore Wealth Group grants you a limited, revocable, non-exclusive license to access and use this website and its content for personal informational purposes and to communicate or transact with Kore Wealth Group.
You may print or download materials for your personal use provided that you do not modify the materials and retain applicable copyright, trademark, and other proprietary notices.
You may not attempt to disrupt, impair, interfere with, alter, damage, gain unauthorized access to, or otherwise misuse this website, its systems, or its content.
Information presented on this website is provided for general informational and educational purposes.
Nothing contained on this website is intended to constitute individualized investment, financial, insurance, legal, accounting, or tax advice.
Information presented on this website should not be considered a substitute for individualized advice based upon your particular circumstances.
You should consult appropriate qualified professionals before making financial, investment, insurance, legal, accounting, or tax decisions.
Nothing on this website constitutes an offer or solicitation to buy or sell any security, investment product, insurance product, or other financial product or service in any jurisdiction where such offer, solicitation, purchase, or sale would be unlawful.
Insurance products and services are available only in jurisdictions where properly licensed and appointed individuals or entities may offer them.
Investment advisory services are subject to applicable registration, licensing, contractual, and regulatory requirements.
This website may contain links to websites, platforms, applications, tools, or services operated by third parties.
These links are provided for convenience and informational purposes only. The inclusion of a third-party link does not necessarily constitute an endorsement, recommendation, warranty, or approval of the third party or its products, services, information, or opinions.
Kore Wealth Group does not control and is not responsible for the availability, content, privacy practices, security, accuracy, or operation of third-party websites or services.
Your use of third-party websites and services is governed by their respective terms and privacy policies.
We may modify, suspend, discontinue, restrict, or update any portion of this website at any time without notice.
We do not guarantee that this website or any particular feature will always be available, uninterrupted, secure, or error-free.
Kore Wealth Group respects your privacy and is committed to appropriately protecting personal information provided to us.
This Privacy Policy describes the types of information we may collect, how we may collect and use that information, circumstances under which information may be disclosed, and choices available to you regarding your information.
Depending upon your interaction with us, we may collect information including:
Additional information may be collected when necessary to provide a product or service you request and may be subject to additional privacy notices, agreements, or regulatory requirements.
We may collect information through:
We may use personal information to:
We do not sell or rent your personal information.
Personal information may be disclosed to third parties when reasonably necessary to provide products or services requested by you, operate our business, comply with applicable laws and regulations, or protect our legal rights.
Depending upon the services requested, these parties may include insurance carriers, insurance intermediaries, investment custodians, investment advisory firms, financial institutions, technology providers, professional service providers, regulatory authorities, and other service providers involved in providing or administering requested services.
Information may also be disclosed:
The foregoing information-sharing provisions do not apply to SMS/text messaging opt-in information or consent. Mobile opt-in information and SMS consent are governed by the separate SMS Privacy provisions below and will not be shared with third parties or affiliates for marketing or promotional purposes.
Kore Wealth Group may use SMS/text messaging to communicate with individuals who have expressly opted in to receive such communications.
Mobile opt-in information will not be shared with third parties or affiliates for marketing or promotional purposes.
All categories of information sharing described elsewhere in this Privacy Policy exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties for marketing or promotional purposes.
Mobile telephone numbers, SMS opt-in information, and SMS consent will not be sold or rented.
We may use service providers as necessary to facilitate the technical delivery of communications or provide services on our behalf. Such service providers are not authorized to use SMS opt-in information or consent for their own marketing or promotional purposes.
If you wish to stop receiving future SMS communications from Kore Wealth Group, you may opt out at any time by replying STOP, QUIT, END, REVOKE, OPT OUT, CANCEL, or UNSUBSCRIBE to an SMS message.
For assistance with SMS communications, reply HELP or contact us using the information provided below.
By providing your mobile telephone number through an applicable opt-in process and consenting to receive text messages, you agree to receive SMS/text messages from Kore Wealth Group at the mobile number provided.
Depending upon your relationship and communications with us, messages may include:
Message frequency varies.
Message and data rates may apply.
Your wireless carrier's standard messaging and data charges may apply depending upon your wireless plan.
Consent to receive SMS/text messages is not a condition of purchasing any product or service.
Where applicable, messages may be sent using automated technology or an autodialer.
You may opt out of receiving SMS/text messages at any time by replying STOP to a message from Kore Wealth Group.
You may receive a final confirmation message acknowledging your opt-out request.
For assistance, reply HELP to an SMS message.
You may also contact Kore Wealth Group for assistance at:
Phone: (914) 556-2355
Email: info@korewg.com
Delivery of SMS messages is subject to effective transmission by your wireless service provider and network operator. Kore Wealth Group does not control wireless carrier networks and cannot guarantee delivery or timing of individual messages.
Wireless carriers are not liable for delayed or undelivered messages.
Your participation in our SMS program is subject to the Privacy Policy contained on this page, including the specific SMS/Text Messaging Privacy provisions above.
Mobile opt-in information and consent will not be shared with third parties or affiliates for marketing or promotional purposes.
We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, alteration, or disclosure.
These safeguards may include secure access controls, authentication procedures, encryption where appropriate, employee training, and security monitoring.
However, no Internet transmission, electronic storage system, email system, or other method of electronic communication can be guaranteed to be completely secure.
You should therefore exercise appropriate care when transmitting sensitive or confidential information electronically.
Email communications may not always be secure.
You should avoid transmitting highly sensitive personal, financial, medical, identification, or other confidential information through ordinary unencrypted email unless specifically instructed to do so through an appropriate secure process.
Our website and third-party service providers may use cookies and similar technologies to operate the website, remember preferences, understand website usage, analyze performance, improve services, and support other legitimate business purposes.
You may be able to control or disable certain cookies through your browser settings. Disabling cookies may affect the functionality of some portions of the website.
Third-party services used by this website may have their own privacy policies and cookie practices.
Subject to applicable law and regulatory record-retention requirements, you may contact us to request that we:
Certain information may need to be retained to satisfy legal, contractual, insurance, securities, regulatory, compliance, or recordkeeping obligations.
To stop SMS communications, you may also reply STOP to an SMS message.
This website and our financial and insurance services are not directed toward children for the purpose of collecting personal information online.
We do not knowingly use this website to solicit personal information directly from children under 13 without appropriate authorization.
Information concerning minors may nevertheless be collected from a parent, guardian, or other authorized individual when reasonably necessary to provide insurance, financial planning, beneficiary planning, or other requested services.
Unless otherwise indicated, the content of this website, including text, graphics, logos, images, designs, and other materials, is owned by or licensed to Kore Wealth Group or the applicable content owner and is protected by applicable copyright, trademark, and intellectual property laws.
No content may be reproduced, distributed, modified, republished, displayed, or otherwise used for commercial purposes without appropriate authorization.
Names, logos, trademarks, service marks, and other branding displayed on this website are the property of their respective owners.
Nothing contained on this website should be interpreted as granting a license or right to use any trademark without the written permission of the applicable owner.
Although we endeavor to provide accurate and useful information, information on this website may contain errors, omissions, or information that becomes outdated.
To the extent permitted by applicable law, this website and its contents are provided on an "as is" and "as available" basis without warranties of any kind, express or implied.
We do not warrant that the website will be uninterrupted, error-free, completely secure, or suitable for any particular purpose.
To the extent permitted by applicable law, Kore Wealth Group and its applicable owners, affiliates, representatives, service providers, and agents will not be liable for indirect, incidental, consequential, special, or punitive damages resulting from your access to, inability to access, reliance upon, or use of this website.
Nothing in these terms is intended to exclude or limit liability that cannot lawfully be excluded or limited.
These website terms are governed by applicable federal law and the laws of the State of New York, without regard to conflict-of-law principles.
To the extent permitted by applicable law, disputes concerning use of this website will be subject to the jurisdiction of appropriate courts located in New York.
We may revise this Legal Notice, Terms & Conditions, Privacy Policy, and SMS Messaging Terms periodically.
Changes will be reflected on this page by updating the effective date.
Your continued use of the website after changes become effective constitutes acceptance of the revised website terms to the extent permitted by applicable law.
Changes to our privacy practices will apply in accordance with applicable law.
Questions concerning these Terms & Conditions, Privacy Policy, SMS Messaging Terms, or our privacy practices may be directed to:
Kore Protection, LLC / Kore Wealth Group
55 Dingley Road
Carmel, NY 10512
Phone: (914) 556-2355
Email: info@korewg.com
Jason Kormes d/b/a Kore Wealth Group is an Investment Adviser Representative with Quint Wealth Management, Inc. (Quint Investments & Insurance Services), a Registered Investment Adviser in New York.
Information presented on this website is for educational and informational purposes only and is not intended to constitute an offer or solicitation for the sale or purchase of any specific securities, investments, investment strategies, insurance products, or other financial products.
Investing involves risk, including the potential loss of principal. Unless otherwise expressly stated, investments are not guaranteed.
Individuals should consult with appropriately qualified financial, tax, legal, or other professionals regarding their individual circumstances before implementing any strategy discussed on this website.
Insurance products and services are offered and sold through Kore Protection, LLC and appropriately licensed and appointed insurance agents.
Registration as an investment adviser or investment adviser representative does not imply a particular level of skill or training.
COPYRIGHT © 2026 KORE WEALTH GROUP. ALL RIGHTS RESERVED. Legal Notice and Website Terms of Use
Nothing on this website constitutes an offer to sell or a solicitation to buy any security, insurance product, financial product, or advisory service. Products and services are available only in jurisdictions where they may lawfully be offered and only through properly licensed or registered individuals.
Investment and Insurance Disclosure
Jason Kormes d/b/a Kore Wealth Group is an Investment Adviser Representative of Quint Wealth Management, Inc. (Quint Investments & Insurance Services), a registered investment adviser in New York. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.
Investments involve risk and, unless otherwise stated, are not guaranteed. You should consult with a qualified financial adviser, tax professional, and legal professional before implementing any strategy discussed on this website. Insurance products and services are offered and sold through Kore Protection, LLC and individually licensed and appointed insurance agents. Insurance products are subject to underwriting, contract terms, exclusions, limitations, and
availability.
Third-Party Content and Links
This website may contain links to third-party websites or include tools, forms, resources, articles, or content provided by third parties. These links and resources are provided for convenience only. We do not control, or guarantee any third-party website, product, service, statement, opinion, or content.
Your use of third-party websites or tools is subject to the applicable terms and pricavy policies of those third parties.
Accuracy and Availability
Although we attempt to keep information current and accurate, we do not guarantee that this website or its content will be complete, accurate, reliable, error-free, secure, uninterrupted, or available at all times. Content may be changed or removed at any time without notice.
No Warranties
This website is provided on an "as is" and "as available" basis. To the fullest extent permitted by law, we disclaim all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, non-infringement, accuracy, timeliness, security, and availability.
Limitation of Liability
To the fullest extent permitted by law, we will not be liable for any direct, indirect, incidental, consequential, special, punitive, or exemplary damages arising from or related to your use of, or inability to use, this website, even if we have been advised of the possibility of such damages.
User Submissions
If you submit information through this website, you represent that the information is accurate, complete, and submitted by you or with proper authorization. You agree not to submit unlawful, misleading, infringing, malicious, or harmful content.
Copyright and Trademarks
All content on this website, including text, graphics, logos, marks, images, layout, and design elements, is protected by copyright, trademark, and other intellectual property laws. Kore Wealth Group and related names, logos, and marks may not be used without prior written permission.
Governing Law
These terms are governed by the laws of the State of New York, without regard to conflict of law principles. Any dispute relating to this website shall be brought in a court of competent jurisdiction in New York, unless otherwise required by law.
Changes to These Terms
We may update these terms at any time. Updates will be posted on this page. Continued use of the website after changes are posted means you accept the updated terms.
Privacy Policy
Kore Protection, LLC and Jason Kormes d/b/a Kore Wealth Group are committed to protecting your privacy and handling personal information responsibly. This Privacy Policy explains what information we collect, how we use it, how we share it, and the choices available to you.
Information We Collect
We may collect personal information that you provide directly to us, including:
• Name
• Mailing address
• Email address
• Telephone number and mobile phone number
• Information submitted through contact forms or appointment forms
• Insurance, financial planning, retirement, benefits, or investment-related information you voluntarily provide
• Records of communications, service requests, and client interactions
How We Collect Information
We may collect information through website forms, phone calls, text messages, email communications, applications, service requests, in-person meetings, scheduling tools, third-party service platforms, and other interactions with us.
How We Use Information
We use personal information to:
• Respond to inquiries and service requests
• Schedule meetings and provide appointment reminders
• Prepare insurance quotes, illustrations, applications, and policy service requests
• Provide financial planning, insurance, retirement, benefits, and advisory-related services
• Communicate regarding your accounts, policies, applications, or requested services
• Comply with legal, regulatory, licensing, and contractual obligations
• Maintain records and improve our website, services, and client experience
SMS/Text Messaging Privacy
If you voluntarily provide your mobile phone number and expressly opt in to receive text messages from Kore Protection, LLC or Kore Wealth Group, we may send conversational SMS messages related to your inquiry, appointment scheduling, customer care, account servicing, insurance or financial planning communications, or other services you requested. Message frequency varies based on your interactions with us. Message and data rates may apply. You may opt out at any time by replying STOP. For assistance, reply HELP or contact us directly. Your consent to receive SMS messages is not a condition of purchasing any product or services.
SMS opt-in information, mobile phone numbers, and SMS consent are not sold, rented, shared, or disclosed to third parties or affiliates for marketing or promotional purposes.
Information Sharing
We do not sell or rent your personal information. We may disclose personal information only when reasonably necessary for legitimate business, compliance, or service purposes, including:
• To insurance carriers, general agencies, wholesalers, custodians, investment platforms, technology providers, or service
providers as needed to provide requested services
• To process insurance quotes, applications, claims, payments, account servicing, or advisory-related requests
• To comply with laws, regulations, licensing obligations, subpoenas, or lawful government requests
• To protect our rights, safety, property, clients, business, or website
• With your consent or at your direction
Third-party service providers are expected to use information only as necessary to provide services to us or to you, and not for their own unrelated marketing purposes.
Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, disclosure, alteration, or destruction. Safeguards may include secure systems, access controls, encryption where appropriate, employee training, and periodic review of privacy and security practices.
No website, email, text message, or Internet-based communication can be guaranteed to be completely secure. You should avoid sending highly sensitive information through unsecured channels.
Email Security
The security of email communication cannot be guaranteed. If you need to send confidential or sensitive information, contact us to request a more secure method of transmission.
Cookies and Analytics
Our website may use cookies, pixels, analytics tools, or similar technologies to understand website traffic, improve performance, support marketing attribution, and enhance user experience. You may disable cookies through your browser settings, although some website features may not function properly.
Your Choices and Rights
You may request to access, correct, update, or delete personal information where permitted by law. You may also withdraw consent for future marketing communications or SMS messages. We may retain certain information as required or permitted by law, regulation, professional standards, contractual obligations, or legitimate business purposes.
Children Privacy
This website is intended for adults and is not directed to children under age 13. We do not knowingly collect personal information from children under 13 through this website.
Changes to This Policy
We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date. Continued use of the website after updates are posted means you accept the updated policy.
Contact
Kore Protection, LLC
Jason Kormes d/b/a Kore Wealth Group
210 New Hackensack Rd., Wappingers Falls, NY 12590
Phone: (914) 556-2355
Email: info@korewg.com
Jason Kormes DBA Kore Wealth group is an Investment Adviser Representative with Quint Wealth Management, Inc. (Quint Investments & Insurance Services) a Registered Investment Adviser in New York Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Insurance products and services are offered and sold through Kore Protection, LLC and individually licensed and appointed insurance agents.
Copyright © 2025 Kore Wealth Group - All Rights Reserved.
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