Wealth Navigation, LLC (dba Oak Lane Advisors, Edge Financial Advisors) is a registered investment advisor located in Centerville, Utah. Insurance products are offered through WN Insurance Group, LLC. Wealth Navigation, LLC and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by the Securities Exchange Commission.
Wealth Navigation, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its diversified services. Accordingly, the publication of this website should not be construed by any consumer and/or prospective client as Wealth Navigation, LLC’s solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Any subsequent direct communication by Wealth Navigation, LLC with a prospective client shall be conducted by a representative who 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 Wealth Navigation, LLC, please contact the Securities Exchange Commission or the state securities law administrators for those states in which Wealth Navigation, LLC maintains a notice filing.
Wealth Navigation, LLC’s current written disclosure statement, discussing Wealth Navigation, LLC’s business operations, services and fees, is available from Wealth Navigation, LLC upon request. It is mailed to prospective clients who request information regarding the services and fees at Wealth Navigation, LLC. Wealth Navigation, LLC 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 this website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for the purposes of convenience only and all users thereof should
be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Wealth Navigation, LLC) or product made reference to directly or indirectly by Wealth Navigation, LLC in its website, or indirectly via a link to an unaffiliated third-party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories 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.
Certain portions of this website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Wealth Navigation, LLC (and those of other investment and non-investment professionals) positions and/ or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer reflect current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Wealth Navigation, LLC, or from any other investment, tax or financial professional. Wealth Navigation, LLC is neither an attorney nor accountant, and no portion of the website content should be interpreted as legal or accounting advice. Wealth Navigation, LLC recommends clients and prospective clients consult their tax professionals before enacting strategy or recommendations perceived to have been made in this website. To ensure compliance with requirements imposed by the IRS, we inform you that (i) any U.S. tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code (ii) and any such tax advice is written in connection with the promotion or marketing of the matters addressed. You should seek advice based on your particular circumstances from an independent tax advisor. To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Wealth Navigation, LLC’s website, 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 substitute for, personalized individual advice from Wealth Navigation, LLC or from any other investment, tax, or financial professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Wealth Navigation, LLC’s website, to release and hold harmless Wealth Navigation, LLC, 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 Wealth Navigation, LLC.