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Wealthstone Private Wealth Management
Who We Are
Wealthstone Private Wealth Management
Zak Gardezy, CFP®
About Charles Schwab
Who We Serve
Executives
Business Owners
Medical Professionals
Pre & Post Retirement
Family Wealth
Young Professionals
Our Services
Financial Planning
Investment Management
Defined Benefit Plans
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Estate Tax Planning
Second Opinion
Asset Protection Planning
Latest Videos
Money Minutes by Zak Gardezy CFP®
Articles
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Full-Service Wealth Management
Client Login
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Wealthstone Private Wealth Management
Zak Gardezy, CFP®
About Charles Schwab
Folder: Who We Serve
Back
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Medical Professionals
Pre & Post Retirement
Family Wealth
Young Professionals
Folder: Our Services
Back
Financial Planning
Investment Management
Defined Benefit Plans
Concentrated Stock
Estate Tax Planning
Second Opinion
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Back
Money Minutes by Zak Gardezy CFP®
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  • Market Recap & Outlook,
• 3/21/24

March 2024 Fed Decision, Inflation, & Market Outlook: Explained by a Wealth Advisor

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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.

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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.

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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.

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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.

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