Greatstone Wealth

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Greatstone Wealth to provide information on a topic that may be interesting. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities are offered through Innovation Partners, LLC (IPLLC), Member of FINRA/SIPC. Investment Advisory Services are offered through IP Financial Advisory Services (IPFAS), an SEC registered Investment Advisory Firm under the Investment Advisers Act of 1940. Moog Kim is an Investment Advisor Representative of IP Financial Advisory Services. Check the background of these investment professionals on FINRA's BrokerCheck below. This communication is strictly intended for individuals residing in the state(s) of CA, CO, MA, and WV. Greatstone Wealth, LLC and IP Financial Advisory Services (IPFAS) are not affiliated entities.