Terms of Service

Derastone LLC dba Wealth Habits (“Wealth Habits” or Strategic Investors”) is an Investment Adviser registered with the SEC. All views, expressions, and opinions included in this communication are subject to change. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions. Please contact us at [email protected] if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis. Understanding Limitations: It's important to know that the investment scenarios shown to you, like hypothetical model portfolios or past performance analyses, do not predict future results. Always discuss the limits of these scenarios with your advisor to better understand them. No Investment Offers: The information and communication provided by Derastone LLC through our website or any means materials or communication you receive from Derastone LLC should not be seen as direct investment advice, nor as an offer to buy or sell any investment products or services. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Derastone LLC does not evaluate or express any opinion on the suitability of any advice or recommendation for you No Investment Offers or Advice: The information you receive from Derastone LLC, whether through our website or other forms of communication, is not intended as: financial planning or investment advice or an offer to buy, sell, or hold any: financial instruments or investment products or investment or financial planning services It should NOT be taken as a solicitation or recommendation to engage in any investment activities. Derastone LLC does not assess or provide opinions on the suitability of any financial advice or recommendations for your specific situation. Data Accuracy: Derastone LLC does not check on its own whether the data provided through our website is accurate. We cannot guarantee its reliability, so you should verify any information independently before making investment decisions based on it. Last Updated: 4/23/2024