Important Disclosures

The commentary on this website reflects the personal opinions, viewpoints and analyses of Alex Chalekian and should not be regarded as a description of advisory services provided by Lake Avenue Financial or performance returns of any of Lake Avenue Financial’s clients.

The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person.

Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Lake Avenue Financial manages its clients’ accounts using a variety of strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

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 Alex Chalekian are solely his own opinions and do not reflect the opinions of Wealthtech Partners LLC nor its affiliates and/or subsidiaries, and may have been previously disseminated on television, radio, internet or another medium. You should not treat any opinion expressed by Alex Chalekian as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. These opinions are based upon information he considers 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. Alex Chalekian’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 Alex Chalekian 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 Alex Chalekian. 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 Lake Avenue Financial’s 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.

Testimonials were given by a current client of Wealthtech Partners LLC dba Lake Avenue Financial. No compensation was provided for the testimonial. This arrangement creates a material conflict of interest because Lake Avenue Financial has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or investment success are offered.