[1] Pathstone offers our clients access to resources in our professional network as part of our support for clients’ health and vitality. Pathstone is not a licensed mental health provider, and the content presented should not be interpreted as a substitute for professional mental health care.  Individuals seeking mental health support should consult with a qualified healthcare professional.

[2] These recommendations are based on discussions with behavioral and mental health specialists from Intent Clinical.

DISCLOSURES

Pathstone provides a wide range of services to help clients pursue their financial goals. References to specific services are illustrative and may not be available in all situations. Engagement with Pathstone does not guarantee specific outcomes. Additionally, some services may be delivered by third-party service providers, either engaged by Pathstone or  directly by clients, and are subject to separate agreements. Pathstone makes no warranties regarding third-party services and assumes no liability for their use.


As a registered investment adviser, Pathstone does not offer legal advice, and registration does not imply a certain level of skill. While Pathstone may offer accounting and tax services, clients should consult qualified professionals as needed.


This presentation is not an offer to sell or a solicitation to buy any investment product. For detailed service descriptions and disclosures, refer to Pathstone’s Form ADV, available upon request or via the SEC’s Investment Adviser Public Disclosure website.


Opinions expressed are based on assumptions and may change without notice. Past performance is not indicative of future results. There is no assurance that investment objectives will be met or that losses will be avoided. Diversification does not guarantee profit or protect against market loss.