Washington Wealth Advisors, LLC (“WWA”) is an SEC registered investment adviser located in Falls Church, Virginia. WWA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WWA’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of WWA’s web site on the Internet should not be construed by any consumer and/or prospective client as WWA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by WWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WWA, please contact the SEC or the state securities regulators for those states in which WWA maintains a notice filing. A copy of WWA’s current written disclosure statement discussing WWA’s business operations, services, and fees is available from WWA upon written request. Learn more and access our Form ADV.
Our Client Relationship Summary
Form CRS - provides clients and prospective clients concise and meaningful information about our client relationship including our services, our fees, our standard of conduct and obligation when providing services and other important information.
WWA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WWA web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by WWA), will be profitable or equal any historical performance level(s).
WWA Blog/Commentary/Newsletter Disclosure
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Washington Wealth Advisors, LLC [“Washington Wealth Advisors]), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Washington Wealth Advisors.
Please remember to contact Washington Wealth Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Washington Wealth is neither a law Firm, nor a certified public accounting Firm, and no portion of the commentary content should be construed as legal or accounting advice.
A copy of the Washington Wealth Advisors’ current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or access our Form ADV online.
Please Note: If you are a Washington Wealth Advisors’ client, please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.
Historical Performance Results for Informational Purposes
Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Washington Wealth account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Washington Wealth Advisors accounts; and, (3) a description of each comparative benchmark/index is available upon request.
Recognitions, Rankings, Certifications or Designations Disclosure
Please note: Limitations: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Washington Wealth Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data/criteria, to the extent applicable). Unless expressly indicated to the contrary, Washington Wealth did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Washington Wealth Advisors by any of its clients.
ANY QUESTIONS: Washington Wealth Advisors’ Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
Economic Calculator or Similar Interactive Device Disclosure
Please note: To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to WWA’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from WWA, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to WWA’s web site, to release and hold harmless WWA, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from WWA.