Skip to content
Lafayette Square Financial Advisors
  • Financial Planning
  • About Us
Schedule a discovery call
Lafayette Square Financial Advisors
  • Get in Touch
  • Legal
    • Form CRS
    • ADV 2A Brochure
    • Privacy Policy

More Insights Here

2950 Camino Diablo
Suite 220
Walnut Creek, CA 94597
(925) 284-7950

advice@lsqfa.com


Investment advisory services are offered through Lafayette Square, a registered investment advisor. Lafayette Square and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those jurisdictions in which they have clients. Lafayette Square may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  Lafayette Square's website is limited to the dissemination of general information pertaining to its advisory services together with access to additional investment related information, publications, ad links. Accordingly, the publication of Lafayette Square's website on the Internet should not be construed by any consumer and/or perspective client as Lafayette Square's solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation. Any direct communication by Lafayette Square  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 Lafayette Square, please contact the SEC or state securities regulators for those states in which Lafayette Square maintains a filing.

A copy of Lafayette Square's current written disclosure statement discussing the firm's business operations, service, and fees is available from the firm upon request. Lafayette Square 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 therefor. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. No current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Lafayette Square ) made reference to directly or indirectly by Lafayette Square in its website or through a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance levels. Different types of investments involve varying degrees of risks 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.

Lafayette Square provides individualized investment advice only after entering into an advisory agreement and obtaining client information.

  • Financial Planning
  • About Us