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.
InvestmentNews Best Places to Work for Financial Advisers
March 6, 2023: Currently in its fifth year, the InvestmentNews 2023 Best Places to Work for Financial Advisers program recognizes financial advice businesses that create meaningful work experiences for all their professionals. These firms value a commitment of excellence to both their employees and clients. It is from these encouraging foundations that advice firms can provide high quality and personalized investment and financial planning for clients.
Each year, this project is conducted in partnership with employee survey firm Best Companies Group. Winners are selected from a two-part survey completed by employers and employees. Employers report their organization’s workplace policies, practices and demographics, and employees complete a survey designed to measure the employee experience. Scores from the employee survey represent three-quarters of the weight of the final rankings.
To qualify as one of InvestmentNews Best Places to Work for Financial Advisers, an advice firm must have at least 15 employees and have been in business for one year. Link to award criteria: https://www.investmentnews.com/awards-and-recognition/best-places-to-work-for-financial-advisers-4
No compensation was given or received for acquiring and advertising this award.
Wealthstream Advisors, Inc. ("Wealthstream") is a registered investment adviser. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website, https://adviserinfo.sec.gov/firm/summary/129428. Past performance is not a guarantee of future results.
RIA Edge 100 List
February 6, 2023: The list was developed by the Wealth Management IQ team in partnership with Discovery Data. Analyzing the ADVs of all SEC-registered investment advisors, WMIQ and Discovery looked at AUM growth, ratio of employees to clients, ratio of advisors to clients, percentage of advisors with CFP certification and average client account size. Qualifying firms were limited to those that provide financial planning services, have high-net-worth individuals as more than half of their client base and manage at least $250 million in assets as of June 30, 2022. Link to award information: https://www.wealthmanagement.com/ria-edge/ria-edge-100-growing-above-and-beyond
The UB Fast 46
The UB Fast 46 is the 46 companies with the highest revenue growth rates as verified by The Bonadio Group, the official verification firm—have been selected. Named in honor of UB's founding in 1846, Fast 46 recognizes the success of 46 of the fastest-growing businesses owned or led by University at Buffalo alumni or former students around the world. 2023 Criteria: 1) Company must have been in operation from at least January 2019 to present. 2) Company must have verifiable revenues of at least $100,000 in both 2019 and 2020, and a minimum of $250,000 in 2021. 3) Company must be owned or led by a UB alumnus or former student.
Social Media Disclosure
Third-party posts that appear on this social media site have not been reviewed or approved by Wealthstream Advisors, Inc. for completeness or accuracy. The information posted by third parties does not necessarily reflect the views or opinions of Wealthstream Advisors, Inc., or its affiliates.
NOT AN OFFER TO SELL NOR SOLICITATION TO BUY
The Wealthstream Advisors, Inc. company profile is for informational purposes only, and its contents are not an offer to sell nor a solicitation to buy securities. The information on this social media site should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, and expenses associated with any investment. Past performance is not a guarantee of future results.
TAX AND LEGAL ADVICE
Information found on this social media site is not intended to be individualized tax advice or legal advice. Please discuss such issues with a qualified tax advisor.
DIRECT MESSAGING DISCLOSURE
Wealthstream Advisors, Inc. is not responsible for content posted by third parties. Wealthstream Advisors, Inc. and third parties acting on its behalf reserve the right, to the extent permitted under applicable law, to process, retain, and monitor all electronic communications (including personally identifiable information). By sending direct messages and/or posting comments, you consent to such processing, retention, and monitoring.
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.