Wealthstone Private Wealth Management

Please be advised that Wealthstone Private Wealth Management, LLC, also known as “Wealthstone” does not provide legal or tax advice. The content provided on our website, including but not limited to articles, blog posts, videos, and other materials, is for informational purposes only and is not intended as personalized investment, legal or tax advice. The information contained on this site should not be construed as personalized investment advice and is not intended to be a substitute for professional legal or tax advice. You are encouraged to consult with your attorney, accountant, or other qualified professional for individual advice regarding your legal and tax situation. Decisions based on information contained on Wealthstone’s website are the sole responsibility of the visitor, and in exchange for using the site, the visitor agrees to hold Wealthstone Private Wealth Management harmless against any claims for damages arising from any decision the visitor makes based on such information. The laws and regulations governing legal and tax matters are complex and subject to change. As such, the information provided on this site may not be current or applicable to your particular situation. You should not act or refrain from acting on the basis of any content included in this site without seeking the appropriate legal or professional advice on the particular facts and circumstances at issue.

Please be aware that alternative investments and related services offered by Wealthstone Private Wealth Management are not available to all investors and are only open to qualified or accredited investors as defined by the Securities and Exchange Commission (SEC). Eligibility is subject to satisfying specific financial criteria and/or experiencing requirements. Alternative investments carry a high degree of risk, often include longer holding periods, lack of liquidity, and contain a higher degree of complexity. The investments and strategies discussed on this website may not be suitable for all investors and are not obligations of or guaranteed by Wealthstone Private Wealth Management or any of its affiliates. They are not FDIC insured, may lose value, and are not bank guaranteed. Investors should consider their financial ability to bear the risks associated with alternative investments. Before making any investment, potential investors are advised to thoroughly and carefully review offering materials with their financial, legal, and tax advisors to determine whether an investment is suitable for their personal financial goals. Wealthstone Private Wealth Management makes no guarantees on the performance of alternative investments. Past performance is not indicative of future results. Investing in alternative assets involves potential benefits and risks which can lead to substantial gains or losses. This material is for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. Wealthstone Private Wealth Management strongly recommends that you seek the advice of a qualified financial advisor before making any investment decision.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency

Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Information published on this website by Wealthstone Private Wealth Management or any of its affiliates is published in the United States of America and only intended for persons in the United States of America, and in the state(s) Wealthstone Private Wealth Management is registered in.

The investments and products listed may not be appropriate for all investors. Wealthstone Private Wealth Management, LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.

Wealthstone Private Wealth Management, LLC, its affiliates, and its Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning, and other legal matters.

Diversification does not guarantee a profit or protect against loss in a declining financial market.

Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment.

Tax laws are complex and are subject to change. Wealthstone Private Wealth Management, LLC, its affiliates, and its Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts, and other tax-advantaged investments.

Charles Schwab Disclaimers:
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. ("Schwab") (Member SIPC), is registered by the Securities and Exchange Commission ("SEC") in the United States of America and offers investment services and products, including Schwab brokerage accounts, governed by U.S. state law. Schwab is not registered in any other jurisdiction. Neither Schwab nor the products and services it offers may be registered in your jurisdiction. Neither Schwab nor the products and services it offers may be registered in any other jurisdiction. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients.

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Charles Schwab Total Client Assets (2024)

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Disclosure Information

Wealthstone Private Wealth Management, LLC (WPWM) is a registered investment adviser, founded by Zak Gardezy, CFP® with its principal place of business in the State of Arizona. Registration of an investment adviser does not imply a certain level of skill or training. WPWM is in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which WPWM maintains clients. WPWM may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by WPWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

This website contains information regarding Wealthstone Private Wealth Management, LLC and its affiliates. Wealthstone Private Wealth Management, LLC does not provide all services listed on this site; some services are provided by affiliates and are subject to additional fees.

This website is limited to the dissemination of general information pertaining to investment advisory/management services provided by Wealthstone Private Wealth Management, LLC and its affiliates. The information contained herein should not be construed as personalized investment, legal, tax or insurance advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. There is no guarantee that the views and opinions expressed will come to pass.

Alternative investments encompass a broad array of strategies, each with its own unique return and risk characteristics that must be considered on a case-specific basis.

If we determine that it is appropriate based on the client’s investment objectives and investor status, clients are solicited to invest in private funds managed by us or our affiliates. These private funds charge fees in addition to and separate from the fees charged by Wealthstone Private Wealth Management, LLC. Clients are advised that a conflict of interest exists to the extent we recommend these investments.

For additional information about Wealthstone Private Wealth Management, LLC or its affiliates, including fees, services provided, please contact us or refer to the Investment Adviser Public Disclosure website. Please read the disclosure statement carefully before you invest or send money.

General Disclaimer

Information included on this website may include statements concerning financial market trends and/or individual stocks, and are based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Historic market trends are not reliable indicators of actual future market behavior or future performance of any particular investment which may differ materially, and should not be relied upon as such. The investment strategy and broad themes discussed herein may be unsuitable for prospective or current clients depending on their specific investment objectives and financial situation. Information contained in the material has been obtained from sources believed to be reliable, but not guaranteed. You should note that the materials are provided “as is” without any express or implied warranties. Past performance is not a guarantee of future results. All investments involve a degree of risk, including the risk of loss. Links to appearances and articles by Wealthstone Private Wealth Management, LLC and its affiliates, members, officers, employees, whether in the press, on television or otherwise, are provided for informational purposes only and in no way should be considered a recommendation of any particular investment product, vehicle, service or instrument or the rendering of investment advice, which must always be evaluated by a prospective client in consultation with his or her own wealth advisor and in light of his or her own circumstances, including but not limited to the client’s investment horizon and risk tolerance. Investing is subject to market risks. Clients acknowledge and accept the potential loss of some or all of an investment’s value. Views represented are subject to change at the sole discretion of Wealthstone Private Wealth Management, LLC. Wealthstone Private Wealth Management, LLC does not undertake to advise you of any changes in the views expressed herein.

These “Terms of Use” set forth the terms and conditions that apply to your use of [www.wealthstonepwm.com] (the “website”). By using the website (other than to read this page for the first time), you agree to comply with all of the Terms of Use set forth herein. The right to use the website is personal to you and is not transferable to any other person or entity.

Copyrights and Trademarks

A. No person is authorized to use, copy or distribute any portion of the website, including related graphics.

B. Wealthstone Private Wealth Management, LLC and other trademarks and/or service marks (including logos and designs) found on the website are trademarks/service marks that identify Wealthstone Private Wealth Management, LLC and the goods and/or services provided by Wealthstone Private Wealth Management, LLC. Such marks may not be used under any circumstances without the prior written authorization of Wealthstone Private Wealth Management, LLC.

Links to Third-Party Websites

Wealthstone Private Wealth Management, LLC may provide hyperlinks to third-party websites as a convenience to users of