Disclosures

Important Disclosure Information

Goldenstone Wealth Management, LLC (“Goldenstone Wealth Management”, “Goldenstone”) is an independent investment management and advisory firm. Please note that the use of the term “registered investment adviser” and description of Goldenstone Wealth Management and/or our advisors as “registered” does not imply a certain level of skill or training. You are encouraged to review our Brochure and Brochure Supplements for our firm’s associates who advise you for more information on the qualifications of our firm and our employees. Advisory services are only offered to clients or prospective clients where Goldenstone Wealth Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Goldenstone Wealth Management unless a client service agreement is in place.

The information contained in any third-party resource cited herein is not owned or controlled by Goldenstone. Goldenstone does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Goldenstone of the third party or any of its content. The standard information provided in this site is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or professional advice. If you have questions regarding your financial situation, you should consult your tax, legal, or investment advisor.