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Spurstone Advisory Services, LLC, d/b/a Spurstone is an SEC registered investment adviser. Spurstone may only transact businessin those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Spurstonewebsite is limited to the dissemination of general information pertaining to its advisory services, together with access toadditional investment-related information, publications, and third-party links. Accordingly, the publication of Spurstone’swebsite 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 theInternet. Any subsequent, direct communication by Spurstone with a prospective client shall be conducted by a representativethat is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective clientresides. For information pertaining to the registration status of Spurstone, please contact the state securities regulators forthose states in which Spurstone maintains a registration filing. A copy of Spurstone’s current written disclosure statementdiscussing Spurstone’s business operations, services, and fees is available at the SEC’s investment adviser public informationwebsite – 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 thefuture performance of any specific investment or investment strategy (including those undertaken or recommended byCompany), 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 unlessotherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional beforeimplementing 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 andappointed insurance agents.
Blogs: The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referencedare as of the date of publication and are subject to change due to changes in the market or economic conditions and may notnecessarily come to pass. Any opinions, projections, or forward-thinking statements expressed herein are solely those of theauthor, may differ from the views or opinions expressed by other areas of the firm, and are only for general informationalpurposes as of the date indicated.
Third Party Links and Publications: Throughout this website we have provided links to various other websites. While Spurstonebelieves this information to be current and valuable to its clients and is reasonably reliable and does not contain untruestatements of material facts, or misleading information, Spurstone provides these links on a strictly informational basis only andcannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites. Some contentmay be dated. All such information is provided solely for convenience purposes only and all users thereof should be guidedaccordingly.
Brochure ADV Part 2
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.
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