Last Updated: October 16, 2026
By accessing or using this website (puentewealth.com), you agree to these Terms of Use. If you do not agree, please do not use this site.
The content on this website is provided for general informational and educational purposes only. It does not constitute investment, tax, or legal advice, and should not be relied upon as a recommendation to buy, sell, or hold any security or to pursue any particular financial strategy. No content on this site should be construed as personalized investment advice.
Personalized advice is only provided to clients of Puente Wealth Advisors, LLC after entering into a written advisory agreement.
Browsing this website, submitting a contact form, or emailing Puente Wealth Advisors, LLC through this site does not create an investment advisory or fiduciary relationship. An advisory relationship begins only upon execution of a signed advisory agreement.
Puente Wealth Advisors, LLC is a registered investment adviser with the California Department of Financial Protection and Innovation (DFPI). Registration does not imply a certain level of skill or training. A copy of Puente Wealth Advisors' current Form ADV Part 2A (Firm Brochure) is available here and upon request. You can verify our registration and review our record on the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov (Firm CRD #343307).
While Puente Wealth Advisors, LLC strives to keep information on this site current and accurate, no representation or warranty is made regarding the accuracy, completeness, or timeliness of any content. Information is subject to change without notice.
This website may contain links to third-party websites for convenience or reference. Puente Wealth Advisors, LLC does not control, endorse, or assume responsibility for the content, accuracy, or practices of any linked third-party site.
All content on this website, including text, graphics, logos, and images, is the property of Puente Wealth Advisors, LLC unless otherwise noted, and may not be copied, reproduced, or distributed without prior written permission.
To the fullest extent permitted by law, Puente Wealth Advisors, LLC shall not be liable for any direct, indirect, incidental, or consequential damages arising from your use of, or inability to use, this website.
These Terms of Use are governed by the laws of the State of California, without regard to conflict-of-law principles.
Puente Wealth Advisors, LLC may update these Terms of Use at any time. Continued use of the website after changes are posted constitutes acceptance of the revised terms.
If you opt in to text messages from Puente Wealth Advisors, LLC (for example, by checking the text-message box on our online assessment), we may send you messages about the request you made: your results, scheduling and reminders for your consultation, and follow-up about that request. Message frequency varies. Message and data rates may apply. Reply STOP to any message to opt out, or HELP for help. You can also reach us at (858) 215-4488 or contact@puentewealth.com. Consent to receive text messages is not required to use this website or to become a client. Wireless carriers are not liable for delayed or undelivered messages. Our Privacy Policy explains how we handle your mobile number and consent.
Questions about these Terms of Use can be directed to:
Puente Wealth Advisors, LLC
Premier Workspaces, 4225 Executive Square, Suite 600, San Diego, CA 92037
alvaro@puentewealth.com