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jlakocy@wealth-mgt.net

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Soquel, CA 95073

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Wealth Management Associates

Office: 415-381-6454

873 E STATE STREET

EAGLE ID 83616-6019 , ID 83616

jlakocy@wealth-mgmt.net

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Continuum Advisory. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Copyright 2026 FMG Suite. We take protecting your data and privacy very seriously. As of January 1, 2020, the California
Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Investment Advisory services are offered through Continuum Advisory, LLC, an SEC-registered investment adviser. Transitional Wealth is a DBA (doing business as) of Continuum Advisory and is not an affiliate.
A copy of Continuum Advisory, LLC’s current disclosure brochure, including services and fees, is available upon request or at [www.ContinuumAdvisory.com]www.ContinuumAdvisory.com. Continuum CRS| Continuum Brochure.
For securities offered through Osaic Wealth only: This communication is intended for individuals residing in the state(s) of CA and OR. Securities offers cannot be made or accepted from residents of any other state.
Osaic Wealth Form CRS.
Check the background of your financial professional on FINRA BrokerCheck. Certain representatives may offer insurance, tax, or legal services through separate outside business activities. These services are independent of investment advisory and brokerage services and are governed by separate contracts, laws, and compensation arrangements. Insurance products are offered through various licensed insurance agencies.