Spurstone is a registered investment adviser. 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. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Advisor representative registration requirements, or an applicable exemption or exclusion. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.
As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements.
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Insurance products and services are offered and sold through Spurstone Wealth Management, LLC and individually licensed and appointed insurance agents.