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  • Legal Disclaimer

Legal Disclaimer

Copperstone Partners, LLC is a registered investment advisor located in San Diego, California. Copperstone Partners, LLC renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion. The presence of this website on the Internet shall in no direct or indirect way suggest that the firm offers investment advisory services to residents of any state other than the states in which the firm maintains a notice filing. In addition, this website should not be construed as a solicitation of investment advisory clients in any state other than the states in which we maintain a notice filing. For details on our ability to work with you in your particular state, please contact Copperstone Partners, LLC to discuss your particular situation and geographic location.

All insurance sales are offered through Copperstone Insurance Services, LLC a licensed insurance brokerage (CA 0G98483)

A copy of Copperstone Partners, LLC current written disclosure statement (Form ADV-Part II) discussing Copperstone Partners, LLC business operations, services, and fees is available from upon written request.

This website provides general information about Copperstone Partners, LLC and is not intended to offer investment or financial planning advice. The purpose of this site is to provide you with information about the firm and our investment philosophy, and to provide a means for you to contact us for further information. Copperstone Partners, LLC provides customized investment recommendations only within the context of our contractual agreements with our clients, and only after a comprehensive review of the client's situation.

The material on this website is based on information generally available in the marketplace and is believed to be reliable and authoritative. However, it is not guaranteed as to its accuracy and does not constitute sufficient information to be the basis for sound investment decisions. The information is of a general nature and should not be applied indiscriminately to particular situations wherein it may not be completely applicable.

Any links on the Copperstone Partners, LLC website to other websites are not intended as referrals or endorsements, but are merely provided to the users of the Copperstone Partners, LLC website for convenience and informational purposes. Copperstone Partners, LLC does not endorse the content of such websites nor the products, services or other items offered through such websites.

Some pages within the Copperstone Partners, LLC website are password-protected. Access to these areas is restricted to authorized users only. The user in password-protected areas is responsible for any use of the password and for maintaining the confidentiality of the password.