Disclosure

Brent Forrest & Associates, LLC, dba Wela Financial Advisory (Wela) is an investment adviser located in San Antonio, TX. Wela may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

Wela’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 publications of Wela’s web site on the Internet should not be construed by any consumer and/or prospective client as Wela’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 Wela 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 Wela please contact the state securities regulators for those states in which Wela maintains a registration filing. A copy of Wela’s current written disclosure statement discussing Wela’s business operations, services, and fees is available at the SEC’s investment adviser public information website or from Wela upon written request.www.adviserinfo.sec.govWela 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 Wela’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.
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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.

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or Information.

When you are no longer our customer, we may be required to securely retain some of this information to adhere to our compliance and records requirements.