Consumer Disclosure
Nauset Wealth Management, LLC (Nauset) is a registered investment
adviser located in Westport, Connecticut. This website is for
informational purposes only and does not constitute a complete description
of investment services or performance. This website is in no way a
solicitation or offer to sell securities or investment advisory services
except, where applicable, in states where Nauset is registered or where an
exemption or exclusion from such registration exists. Follow-up, individualized responses to you or
persons in your state by Nauset that involve either the effecting or attempting to
effect transactions in securities, or the rendering of personalized
investment advice for compensation will not be made without compliance with
state investment adviser registration requirements, or an applicable
exemption or exclusion. The information in this web site is based on data
gathered from what Nauset believes are reliable sources. It is not guaranteed
as to accuracy, and does not purport to be complete and is not intended as
the primary basis for investment decisions. It should not be construed as
advice meeting the particular investment needs of any investor. All
references that might be made to an investment, index or portfolio's
performance are based on historical data and one should not assume this
performance will continue in the future.
ADV Disclosure
The Advisers Act Rule 204-3
requires that clients be given specific information about an investment
adviser. The information required is contained in Form ADV Part II. All
prospective clients of Nauset Wealth Management receive a copy of this
information before we enter into any agreement.
Privacy Policy
Any information gathered by Nauset via the internet will
not be distributed at any time to any other organization. If you
become a client of Nauset Wealth Management, we will provide you with our
Client Privacy Policy Statement that presents our position on safeguarding
and sharing your personal information.
