Warranties and legal disclaimers
There are no warranties implied. Westlight Wealth is a registered trade name (doing business as) of Rounick Capital Management LLC, a California-based registered investment advisor. All advisory services are offered through Rounick Capital Management LLC. ADV Filing. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The possession of professional designations, certifications, degrees, licenses, industry accolades, media recognition, organizational memberships, or any history of prior experience or success shall not be deemed, construed, or relied upon by any current or prospective client as a representation, warranty, or guarantee that Westlight will deliver, or continue to deliver, any particular outcome, performance level, or degree of satisfaction in rendering investment advisory services. Rounick Capital Management LLC is a registered investment adviser located in Venice, California. Rounick Capital Management LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Rounick Capital Management LLC’ 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 Rounick Capital Management LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Rounick Capital Management LLC'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 Rounick Capital Management LLC 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 Rounick Capital Management LLC, please contact the state securities regulators for those states in which Rounick Capital Management LLC maintains a registration filing. A copy of Rounick Capital Management LLC’s current written disclosure statement discussing Rounick Capital Management LLC's business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Rounick Capital Management LLC upon written request. Rounick Capital Management 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 Rounick Capital Management LLC’s 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.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Past performance is not indicative of future performance. To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Rounick Capital Management LLC’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 Rounick Capital Management LLC, or from any other investment professional.
Our site does not provide any express or implied warranties or representations regarding the information provided on or accessed through our site. Specifically, we do not warrant or represent that the information is accurate, up-to-date, comprehensive, verified, or complete. Our site does not accept liability for any errors, omissions, or delays in the information, nor for any reliance placed on the information by any individual. We shall not be liable for any claims or losses arising directly or indirectly from the use of the information on or accessed through our site. You acknowledge that the information is not intended as the basis for professional advice or for transactional use. Rounick Capital Management, LLC will not be held responsible or liable for any investment decisions, trades, or other actions taken by you or third parties based on the information contained on this site, unless an advisory agreement is in place.
Disclaimers and disclosure regarding investment results
Past performance may not accurately predict future results. Therefore, current or potential clients should not assume that the future performance of a specific investment, investment strategy (including those recommended by the advisor), or product mentioned directly or indirectly on this website, or through a hyperlink to an unaffiliated third-party website, will be profitable or equal to past performance levels.
All investment strategies carry the potential for both profit and loss. Changes in investment strategies, contributions, or withdrawals can significantly impact the performance, strategy, and outcomes of your portfolio.
Different types of investments involve varying levels of risk, and there is no guarantee that any particular investment will be suitable or profitable for a client's portfolio.
Historical performance results for investment indexes and/or categories typically do not account for transaction and/or custodial charges or investment management fees. The inclusion of these fees would likely reduce the historical performance results.
Economic factors, market conditions, and investment strategies will influence the performance of any portfolio, and there is no assurance that it will match or outperform any specific benchmark.
Investment advisers must adhere to strict regulatory standards when advertising performance.