Tartan Wealth Regulatory Documents

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Tartan Wealth Management

David P. Stone, CPA, CFP(R)
At Tartan Wealth Management, we value our relationship with our clients. Together with your financial professional, we are here to help you plan and invest for your legacy and the life that you want to live. The Relationship Summaries below highlight the services we offer, our fees, standards, and additional resources to help you stay informed.

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Further Information regarding our firm and its investment professionals can be found on Form ADV, Form CRS, And FINRA’s BrokerCheck.