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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.
Disclosure Links
Beacon Financial Advisory LLC
Lincoln Investment Planning, LLC
Capital Analysts, LLC
TD Ameritrade Institutional Disclosure Packet
Advisor Bio
Tartan Wealth Management is independent and non-affiliated with Lincoln Investment or Capital Analysts.
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