Disclosures

 

Important Disclaimers
Bluestone Wealth Management LLC ("Bluestone") is a Registered Investment Advisor ("RIA"), located in the State of New Hampshire. Bluestone provides investment advisory and related services for clients nationally. Bluestone will maintain all applicable registration and licenses as required by the various states in which Bluestone conducts business, as applicable. Bluestone renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

TERMS OF USE
Please read these terms and conditions of use (“Terms”) carefully before using the website located at bluestonenh.com (“Website”) or any of the information or services provided by Bluestone Wealth Management LLC (collectively “Bluestone”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Bluestone in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

Bluestone reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

These Terms were last updated on October 10, 2017.

Risk Disclosure
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.

Asset Allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

This web site is intended to provide general information about Bluestone and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

Bluestone will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these brochures through the link on the website (under Regulatory Information on the About Us page) or on the SEC website at http://adviserinfo.sec.gov.

Bluestone is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described in our Privacy Policy. Bluestone does not collect personal non-public information through this website; however, Bluestone may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.

We do not respond to "do not track" requests because we do not track you over time or across third party websites to provide targeted advertising. We may track you across our website to help us improve our content.

When you are on this website you may have the opportunity to click-through to other websites, including websites operated by unaffiliated third parties. These sites may collect nonpublic personal Information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. Bluestone’s Privacy Policy does not address the information practices of other websites. The privacy policies of websites operated third parties are located on those sites.

Email Disclosures
Bluestone often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Bluestone makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Bluestone private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

Please note: Bluestone does not accept trading or money movement instructions to third parties via email.

As a registered investment advisor, Bluestone emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Bluestone or the securities regulators.

If you have received an email from Bluestone in error, we ask that you contact the sender and destroy the email and its contents.

Bluestone Wealth Management LLC, 67 Winter Street, Keene, NH  03431    (603) 499-4737

   

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