Important Disclosure Information
Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. The information provided is not intended to provide any investment, tax or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security.
We may utilize third party service providers to provide certain tools and/or programs, some of which may be housed on a third-party server or on a website which has been independently developed by others. As such, while accessing this website you may be linked to such other third-party servers. Access to other websites or use of any third-party tools or programs on this website are subject to all terms and conditions found therein.
Some of the information on this website is provided through linked websites. Links on this website are for informational purposes only. We do not endorse the content nor the products of these linked websites.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure siteThis link will open a new browser window. As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. Past performance is not a guarantee of future results.
The scope of the services to be provided will depend upon the terms of the engagement.
Wealthstream Advisors was recently named by The Financial Times as one of the Top 300 Registered Investment Advisors in the United States for 2017, 2018, 2019 and 2020. The Financial Times 300 Top Registered Investment Advisors is an independent listing produced annually by the Financial Times (June, 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
This website has been developed by and is the property of Wealthstream. All information and materials contained on this website are protected by copyright, trademark and/or other intellectual property laws of the United States and other countries. No person may copy, redistribute, reproduce or republish in any form, or link to this website or its contents in any manner whatsoever, including by way of hyperlinks or framing, unless that person has obtained the prior written consent of Wealthstream. Any infringement of the rights of Wealthstream may result in appropriate legal action.