Bespoke wealth management for those who want to accomplish more with their money.
Wealth Strategies Advisory Group brings a comprehensive approach to wealth management. We help affluent individuals and families achieve what’s important to them, including enjoying the lifestyle they deserve. We do this as a fiduciary, fully committed to acting in our clients’ best interests.
Who We Serve
- Mid-Career Professionals
- Business Owners
- Entrepreneurs
- C-Level Executives
- Heirs
- Attorneys
- Physicians and Dentists
- Military Veterans
- Celebrities
- Retirees
What We Address
Wealth Strategies Advisory Group knows most clients are concerned about:
- Wealth Preservation
- Tax Planning and Mitigation
- Wealth Transfer/Estate Planning
- Wealth Protection/Asset Protection
- Charitable Giving
Our tailored wealth management solutions include:
Investment Management
We work to grow your wealth with a diversified portfolio based on your risk tolerance, goals, and other factors. Our Household Endowment Model provides a mix of public and private investments to mitigate risk during times of volatility.
Strategic Tax Planning
We collaborate with professional tax planners to help affluent taxpayers and business owners take advantage of strategies that may substantially reduce their taxes.
Retirement Income Planning
We review your 401(k)s, IRAs, Roths, defined benefit packages, Social Security projections and other accounts, and recommend ways to improve income while providing tax advantages.
What’s your retirement number?
Business Succession
A well-defined succession plan is necessary, but often overlooked. We work with our strategic partners to help prepare your business for sale or family transition.
Read our complimentary white paper, Wealth Management for Business Owners.
Risk-Reduction Strategies
Whether through investment diversification, sheltering your capital gains against taxes, or guarding your estate against claims from a divorce, we help you preserve, and grow, your wealth.
Life Insurance Solutions
Life insurance is more than just a safety net for the security of your loved ones. The right combination of life insurance products can provide much-needed income, payment for some types of medical care and other benefits.
Estate Planning
We collaborate with experienced estate planning attorneys to ensure your wealth is preserved and protected for future generations. We design estate plans to address trusts and ever-changing tax considerations.
Private Client Services
We support solutions for executive compensation, cash flow, life insurance, philanthropic foundations or even lifestyle requirements. Our team and strategic partners are available to serve you.
Securities are offered through Realta Equities, Inc., Member FINRA / SIPC, located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. Investment Advisory Services are offered through Transce3nd LLC located at 835 Main Street, Building 200, Buda, TX 78610. Neither Realta Equities, Inc., nor Transce3nd LLC. is affiliated with Wealth Strategies Advisory Group.
The information contained herein is for educational purposes only and should not be considered a recommendation or personalized investment advice. All investments involve risk including the possible loss of principal. Certain investments contain substantial risks and are illiquid, and may only be appropriate for accredited investors. You should familiarize yourself with all risks associated with any investment product before investing. Past performance is no guarantee of future results.
Our strategic partners include third party CPA’s, tax planners, attorneys, and consultants who we have selected for their years of expertise in their chosen fields of specialty and the value we believe they add to our clients’ wealth management experience. Neither Wealth Strategies Advisory Group, nor Realta Equities, Inc., nor Transce3nd LLC, is affiliated with any of the strategic partners.
