Wealthtech Partners LLC dba Lake Avenue Financial is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where we are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Lake Avenue Financial unless a client service agreement is in place.

All opinions expressed by Lake Avenue Financial team members are solely their own opinions and do not reflect the opinions of Wealthtech Partners LLC or its affiliates, and may have been previously disseminated on television, radio, internet or another medium. You should not treat any opinion expressed by Lake Avenue Financial team members as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of their opinion. These opinions are based upon information they consider reliable, but neither Wealthtech Partners nor its affiliates and/or subsidiaries warrant its completeness or accuracy, and it should not be relied upon as such. Lake Avenue Financial, Wealthtech Partners, its affiliates and/or subsidiaries are not under any obligation to update or correct any information provided. Lake Avenue Financial team member’s statements and opinions are subject to change without notice.

Past performance is not indicative of future results. Neither Lake Avenue Financial nor Wealthtech Partners guarantees any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed by Lake Avenue Financial team members or anyone else. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this website, social media or on any show appearance may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned by Lake Avenue Financial team members. Before acting on information you hear, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Click on the following links for a copy of the Firm ADV and Client Relationship Summary.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.