Disclosure
Spurstone Advisory Services, LLC, d/b/a Spurstone is an SEC registered investment adviser. Spurstone may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Spurstone website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and third-party links. Accordingly, the publication of Spurstone’s website on the Internet should not be construed by any consumer and/or prospective client as Spurstone’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Spurstone with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Spurstone, please contact the state securities regulators for those states in which Spurstone maintains a registration filing. A copy of Spurstone’s current written disclosure statement discussing Spurstone’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Spurstone upon written request.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company), will be profitable or equal any historical performance level(s).
This website and information are provided for guidance and information purposes only. 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. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Spurstone Wealth Management, LLC, and individually licensed and appointed insurance agents.
SPURSTONE ADV PART 2 AND BROCHURE
BLOGS
The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-thinking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.
THIRD PARTY LINKS AND PUBLICATIONS
Throughout this website we have provided links to various other websites. While Spurstone believes this information to be current and valuable to its clients and is reasonably reliable and does not contain untrue statements of material facts, or misleading information, Spurstone provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites. Some content may be dated. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Copyright 2023 FMG Suite.
SOCIAL SITES/SOCIAL POSTS
Spurstone Advisory Services, LLC, d/b/a Spurstone is an SEC Registered investment adviser. This social platform is solely for information purposes and does not offer advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Our firm may at times provide content by third parties and/or linked sites within our posts, we believe that this content is reasonably reliable and does not contain untrue statements of material fact or materially misleading information. The third-party content may be dated.
The opinions expressed herein are those of certain Spurstone personnel and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by other areas of the firm, and are only for general information purposes as of the date indicated.
VIDEOS/VIDEO SITES
Advisory services are provided by Spurstone Advisory Services, LLC. Spurstone Advisory Services, LLC, d/b/a Spurstone is an Investment Adviser registered with the U.S. Securities & Exchange Commission (SEC). All statements and opinions expressed are based upon information considered reasonably reliable. Any statements or opinions are subject to change without notice. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Spurstone and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Spurstone unless a client service agreement is in place. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. The adviser has reasonable belief that the content posted by a Third Party does not contain untrue statements of material fact, or misleading information regarding its advisory services.
Public comments posted on this site are not selected, amended, deleted, or sorted in any way. Certain editing of personal identifiable information was deleted to preserve the confidentiality of persons on this site.