“As we look toward 2021, we have great optimism. The performance of individuals – people, has been resilient. We’ve seen people adapt, modify, and adjust. And, that really is the human spirit. It is the condition of our soul.”

Norm Cook, President and CEO

WEALTHSTONE ADVISORS is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov/ and search for our firm name.

This is for informational purposes only. Past performance is not indicative of future results, and no investment strategy or risk management technique can guarantee return or eliminate risk. All opinions and estimates constitute the firm’s judgment as of the date of this report and are subject to change without notice. WEALTHSTONE ADVISORS assumes no obligation to update this information, or to advise on further developments relating to it.