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Who is Wealthtech Partners

In 2021, Lake Avenue Financial set out to be completely independent and truly become a fiduciary for our clients. We wanted to be able to offer our clients the option to choose from different custodians as well as give them access to more modern financial planning tools. For that reason, we formed Wealthtech Partners, an SEC registered RIA. This gave us the ability to handle our own compliance in-house and have more control on decisions for our client's financial future.

Wealthtech Partners also offers compliance and support to other financial advisors that are affiliated with the RIA. Together, we strive to help provide our clients a better experience as we keep up with the ever changing financial world.

Head over to the SEC link below to learn more about Wealthech Partners. We look forward to serving you!

SEC Investment Adviser Firm Summary