ZeroCelsius Wealth Studio, Inc., is an independent Registered Investment Advisor.
Where are we located? Well, it doesn’t really matter because of the Wright brothers and Bill Gates, but just in case you’re super curious… We are located on Main Street (228, to be exact) in the quaint little town of New London, New Hampshire. You should stop in sometime.
Any information, data, analyses, and opinions presented herein does not constitute investment advice; are provided as of the date written and solely for informational purposes only and therefore are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Past performance is not indicative and not a guarantee of future results.
Commentary may contain certain forward-looking statements. Such forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual results to differ materially and/or substantially from any future results, performance or achievements expressed or implied by those projected in the forward-looking statements for any reason.The opinions expressed herein are those of ZeroCelsius Wealth Studio, and are not necessarily those of our strategic partners, are as of the date written, and are subject to change without notice. Except as otherwise required by law, ZeroCelsius Wealth Studio shall not be responsible for any trading decisions, damages or other losses resulting from, or related to, the information, data, analyses or opinions or their use.
Ross Gott, the owner, President and Chief Compliance Officer of ZeroCelsius Wealth Studio, Inc. is also the owner and proprietor of L. Ross Gott III Professional Services, which provides accounting and tax preparation services. I know… Sounds fun, right?
There, we said it.
ZeroCelsius Wealth Studios, Inc. (referred to as “ZeroCelsius”) maintains physical, electronic, and procedural safeguards that comply with federal standards to protect its clients’ nonpublic personal information (“information”). Through this policy and its underlying procedures, ZeroCelsius attempts to secure the confidentiality of customer records and information and protect against anticipated threats or hazards to the security or integrity of customer records and information.
It is the policy of ZeroCelsius to restrict access to all current and former clients’ information (i.e., information and records pertaining to personal background, investment objectives, financial situation, tax information/returns, investment holdings, account numbers, account balances, etc.) to those employees and affiliated/nonaffiliated entities who need to know that information in order to provide products or services to the client. ZeroCelsius may disclose the client’s information if ZeroCelsius is: (1) previously authorized to disclose the information to individuals and/or entities not affiliated with ZeroCelsius, including, but not limited to the client’s other professional advisors and/or service providers (i.e., attorney, accountant, insurance agent, broker‐dealer, investment adviser, account custodian, etc.); (2) required to do so by judicial or regulatory process; or (3) otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations. The disclosure of information contained in any document completed by the client for processing and/or transmittal by ZeroCelsius in order to facilitate the commencement/continuation/termination of a business relationship between the client and a nonaffiliated third party service provider (i.e., broker‐dealer, investment adviser, account custodian, insurance company, etc.), including information contained in any document completed and/or executed by the client for ZeroCelsius (i.e., advisory agreement, client information form, etc.), shall be deemed as having been automatically authorized by the client with respect to the corresponding nonaffiliated third party service provider.