Pleasant Street Wealth Advisors, LLC ("Pleasant Street") is a Registered Investment Advisor ("RIA"), located in the Commonwealth of Massachusetts. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments is not affiliated with Pleasant Street Wealth Advisors. Pleasant Street provides investment advisory and related services for clients nationally. Pleasant Street will maintain all applicable registration and licenses as required by the various states in which Pleasant Street conducts business, as applicable. Pleasant Street renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Please read these terms and conditions of use (“Terms”) carefully before using the website located at www.pleasantstreetwealth.com or any of the information or services provided by Pleasant Street Wealth Advisors, LLC (collectively “Pleasant Street”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Pleasant Street in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.
Pleasant Street reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
These Terms were last updated on June 6, 2018.
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
This website is intended to provide general information about Pleasant Street and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this website are based on generally available information and are believed to be reliable. Pleasant Street does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.
Please remember that it remains your responsibility to advise Pleasant Street, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.
Pleasant Street will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at https://adviserinfo.sec.gov or you may Contact Us to request a free copy via .pdf or hardcopy.
MA Fee Table:
As a registered investment advisor, Pleasant Street emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Pleasant Street or the securities regulators.
If you have received an email from Pleasant Street in error, we ask that you contact the sender and destroy the email and its contents.
If you have any questions regarding our email policies, please Contact Us.