Total Wealth Planning

We combine the knowledge and attention-to-service of our in-house team with the expertise and skills of our network of specialists to develop a Total Wealth Plan. This includes strategies and tactics that provide opportunities to achieve more with your wealth. You’ll be confident knowing we have the experience and resources to guide you along every step of your financial journey.

Our Process

Step 1: Discovery Meeting

We discover your:

  • Financial History

  • Current and Future Obligations

  • Goals and Aspirations

  • Tolerance for Risk

You learn about our:

  • Philosophy and Methodology

  • Process

  • We’ll answer all of your questions

Step 2: Investment Plan Meeting

We present a recommended investment plan that may include a blend of traditional and alternative strategies based on the information you shared with us during the discovery meeting.

We’ll discuss our ideas, answer your questions and encourage you to take the plan home and think about it with no obligation.

Step 3: Commitment Meeting

Our Promise

After you’ve had the time to thoroughly review and discuss the investment plan, we’ll schedule a mutual commitment meeting in which we agree to work together. We want to ensure you are comfortable before we begin a formal relationship. We’ll sign an agreement if we’re both ready to move forward

Step 4: Implementation

 

We put into action an investment plan customized to address your concerns, needs and goals as presented in Step 2.

Step 5: Advanced Planning Meeting

We’ll introduce you to our professional network of specialists to help tackle some of the more detailed issues like:

  • Estate Planning

  • Life Insurance

  • Asset Protection

  • Charitable Giving

  • Business Succession Planning

  • Private Client Services

Step 6: Ongoing Service

We provide continuous oversight, evaluation and management of your portfolio with prudent adjustments made along the way to help you accomplish all that you want with your wealth.

Total Wealth Planning

We combine the knowledge and attention-to-service of our in-house team with the expertise and skills of our network of specialists to develop a Total Wealth Plan. This includes strategies and tactics that provide opportunities to achieve more with your wealth. You’ll be confident knowing we have the experience and resources to guide you along every step of your financial journey.

Let’s Get Started

We are here to help whether you’re actively looking for wealth management, need a second opinion about your current plan, or have a general question about any of our products and services.

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.