Important Disclosures

Important Disclosures
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.

Third Party Websites:
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.

Client Portals:
Some of the material on this website is password protected. This area is restricted to authorized users only. The users in these password protected areas are responsible for any use of their password and for maintaining its confidentiality.

General Disclosure:
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 site,  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.


Social Media Disclosures


THIRD-PARTY POSTS Third-party posts that appear on this social media site have not been reviewed or approved by Stolz & Associates, PS for completeness or accuracy. The information posted by third parties does not necessarily reflect the views or opinions of Stolz & Associates, PS or its affiliates. 


NOT AN OFFER TO SELL NOR SOLICITATION TO BUY The Stolz & Associates, PS 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 Stolz & Associates, PS is not responsible for content posted by third parties. Stolz & Associates, PS 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.  Comments and statements are based solely upon the opinions of Stolz & Associates, PS on the date posted and are subject to change. 


THIRD-PARTY LINKS  Stolz & Associates, PS’S social media sites may contain links to articles or other information that are contained on a third-party website. Stolz & Associates, PS does not endorse nor accept responsibility for the content, or the use, of the website. Stolz & Associates, PS assumes no liability for any inaccuracies, errors, or omissions in or from any data or other information provided on the pages. Stolz & Associates, PS does not review content, advertisements, activities, or any other information posted on sites linked by third parties. Any opinions or statements posted by third parties are their own and may not be representative of the experience of others or indicative of future performance or success. Comments and posts are opinions of the date noted and are subject to change.  The entire content of the site is archived by Stolz & Associates, PS to comply with investment advisor regulations.


This presentation may not be construed as investment, tax or legal advice and does not give investment recommendations. Any opinion included in this report constitutes our judgment as of the date of this report and is subject to change without notice.