President & Founder
Laurel Wealth Solutions and Stephen Caruso offer Investment advice through Belpointe Asset Management, LLC, 125 Greenwich Avenue, Greenwich, CT 06830 (“Belpointe”). Belpointe is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Belpointe offers, or that or its personnel possess a particular level of skill, expertise or training. Insurance products are offered through Belpointe Insurance, LLC or Belpointe Specialty Insurance, LLC. Important information and disclosures related to Belpointe are available at http://www.belpointe.com. Additional information pertaining to Stephen Caruso and/or Belpointe’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.
The views and opinions expressed here are Laurel Wealth Solutions/Stephen Caruso alone and do not represent the official views of Belpointe Asset Management, LLC or any of their affiliates. Nothing available on this Website constitutes investment advice, tax or accounting advice, legal, insurance or regulatory advice or an offer to sell or a solicitation of an offer to buy any security. This website is limited to the dissemination of general information pertaining to advisory and insurance services.
You must be aware that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy including those undertaken by us will be profitable or equal any historical performance level(s).
Websites such as this are not impartial and are provided in connection with advertising and marketing of Laurel Wealth Solutions and Stephen Caruso’s services. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor’s own situation.
This website may contain additional investment and insurance related information, publications, and links. The website may contain links to articles or other information that are contained on a third party website. Laurel Wealth Solutions does not endorse or accept responsibility for the content, or the use, of the website. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Laurel Wealth Solutions assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. Accordingly, the publication of this website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Laurel Wealth Solutions and/or Stephen Caruso is not a practicing attorney or a tax professional and nothing on this website should be considered tax or accounting advice, legal or regulatory advice.
Laurel Wealth Solutions is making available as a courtesy to Approved Registered Users and its clients “User” eMoney – emX the “Software Service”. The Software Service has been created and is owned, operated and managed, by eMoney Advisor, LLC “eMoney”. Laurel Wealth Solutions has no interest in, or any other role or responsibility for creating, constructing, operating, maintaining, or managing, the Advisory System, and your access to, and use of, the Software Service is strictly at your own risk and subject to your review and acceptance, at the time of your first use of the Software Service, of eMoney’s Terms of Service, as the same may be amended and supplemented from time to time. You should review and read eMoney’s Terms of Service carefully and seek the advice of your attorney and/or other advisor before accepting the Terms of Service and/or using the Software Service.
User acknowledges and agrees that Laurel Wealth Solutions is not recommending or endorsing any particular use of the Software Service by any particular User, or use of the Software Service in general, and that Laurel Wealth Solutions is not providing, or giving, any personal investment advice or financial planning advice of any kind to User in making the Software Service available for use by approved Registered Users and Clients. User further acknowledges that Laurel Wealth Solutions does not provide personal investment or financial planning advice except after User receives a disclosure statement and executes a specific written investment advisory and/or financial planning agreement with Laurel Wealth Solutions and/or Belpointe.
To the extent that any User accesses any economic calculator or similar interactive device contained within or linked to the Website, the User acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Laurel Wealth Solutions and/or Belpointe or from any other investment professional.
No client was compensated to follow any social media page or connect with us. The appearance of those people that have chosen to follow or like our social media pages or connect with Laurel Wealth Solutions or Stephen Caruso and/or Belpointe does not constitute a testimonial for endorsement of me, Laurel Wealth Solutions, Belpointe or its affiliates, or any of our services. It is not known whether such individuals approve or disapprove of our services. It’s also important to note that specific financial questions on account information can’t be posted, by a client or an advisor. Due to industry regulations, please do not post any comments on social media pages. The entire content of social media sites that we participate in, including third party posts, is archived by Belpointe to comply with securities regulations. We do not provide customer service or enable financial transactions through any social media site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact our office directly. You should never post personal, account or transaction information anywhere on any social media site. As convenient as it is to message people within Facebook and Twitter, we will not be able to return messages within those social media channels. We will respond, but will do so from our business email account.
We appreciate the time you took to learn how to connect with us online, and we look forward to providing you with interesting industry content.