ADV Disclosure

The Advisers Act Rule 204-3 requires that clients be given specific information about an investment advisor. The information required is contained in Form ADV Part 2A & 2B. All prospective clients of Nauset Wealth Management receive a copy of this information before we enter into any agreement.

SEC Rule 34-86032 requires that Nauset Wealth Management provide Form CRS, a brief relationship summary, on our website: Nauset Wealth Management Form CRS.