Form CRS - Client Relationship Summary Disclosure
A relationship summary tells you about: the types of services the firm offers; the fees, costs, conflicts of interest, and required standard of conduct associated with those services; whether the firm and its financial professionals have reportable legal or disciplinary history; and, how to get more information about the firm.
A relationship summary also includes questions to help you begin a discussion with an adviser about the relationship, including their services, fees, costs, conflicts, and disciplinary information.
Washington Wealth Advisors is an investment advisor registered with the Securities and Exchange Commission (SEC). Our current ADV forms may be downloaded from our Form ADV page or accessed via the SEC Investment Adviser Public Disclosure website link.
Maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information.
Access Washington Wealth Advisors Disclosures covering the following areas.
WWA Blog/Commentary/Newsletter Disclosure
Historical Performance Results for Informational Purposes
Recognitions, Rankings, Certifications or Designations
Economic Calculator or Similar Interactive Device
- Washington Wealth Advisors Website Disclosure