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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.
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.
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