Capstone Wealth Partners, Ltd. (“CWP”) is a Registered Investment Adviser located in Columbus, Ohio. CWP and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by the state of Ohio. CWP may only transact business in the state of Ohio, in which it is registered. CWP’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CWP’s website on the Internet should not be construed to any consumer and/or prospective client as CWP’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment or financial planning advice for compensation, over the Internet. Any subsequent, direct communication by CWP 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. For information pertaining to the registration status of CWP, please contact the SEC or state securities regulator of Ohio. A copy of CWP’s current written disclosure statement discussing CWP’s business operations, services, and fees is available at www.capstonewealthpartners.com or from CWP upon written request. CWP does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by an unaffiliated third party, whether linked to CWP’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investment and/or investment strategies recommended or undertaken by CWP) made reference to directly or indirectly by CWP in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurances that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deductions of transaction and/or custodial charges, the deductions of an investment management fee, or the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Certain portions of CWP’s website (i.e. newsletters, blog, articles, etc.) may contain a discussion of, and/or provide access to, CWP’s positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or substitute for, personalized advice from CWP, or from any other investment professional. CWP is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting, or tax advice.
To the extent that any client or prospective client utilizes any economic or financial calculator (or similar device) contained within or linked to CWP’s website, the client or prospective client acknowledges and understands that the information resulting from the use of any such calculator, is not, and should not be construed, in any manner whatsoever, as the receipt of, or substitute for, personalized individual advice from CWP, or from any other investment professional.
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