Why Hire Specialists for Managing Your Wealth

Tim Golas

May 21, 2020

Share |

Contact

Office: (860) 264-1111

12 Scovil Road

Higganum, CT 06441

info@spurstone.com

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.

*The 10Ex Executive Wealth Audit guarantee does not guarantee performance of any investment or growth of any assets. The 10Ex guarantee seeks value creation through tax mitigation, creative financial planning strategies, savings in professional fees, insurance premiums, etc. that Spurstone reviews for the client as part of the 10EX Executive Wealth Audit process.

Spurstone Advisory Services, LLC, d/b/a Spurstone is a registered investment adviser offering advisory services in the State of Connecticut and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Spurstone in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Spurstone, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment/financial strategy or plan will produce the desired outcome.

Tools