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Important Disclosure Information

Delta Wealth Advisors, LLC is a state registered investment adviser and may only transact business in those jurisdictions where they are registered or exempt from registration. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. DWA’s Form ADV Part 2A can be obtained by written request directly to: 5915 N College Ave, Suite 200, Indianapolis IN 46220. This website is for informational purposes only and does not constitute a complete description of Delta Wealth Advisors (DWA) investment services or performance. This website is in no way a solicitation or offer to sell investment advisory services. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers have reason to believe is reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY “LINKED” WEBSITE. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from an investment professional. DWA is not a law or accounting firm, and no portion of the website content should be interpreted as legal, accounting or tax advice.

Neither the information nor any opinion expressed should be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. This website is for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this report.

The information herein was obtained from various sources. DWA does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and believed to be reliable. DWA assumes no obligation to update this information, or to advise on further developments relating to it.

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 will be profitable or equal any historical performance level(s).

Each client and/or prospective client agrees, as a condition precedent to his/her/its access to DWA’s website, to release and hold harmless DWA, 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 DWA.

Assurance, Tax, Consulting, Accounting Services referred to within this website are offered through Delta Wealth CPAs & Advisors, LLC a separate entity from Delta Wealth Advisors, LLC. 

Case studies presented are based on actual clients.  These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed. Each client has their own unique set of circumstances so products and strategies may not by suitable for all people. Please consult with a qualified professional before implementing any strategy discussed herein. 

No portion of these case studies is to be interpreted as a testimonial or endorsement of the firms' investment advisory services.