Asset Management
Our objective is to increase your wealth over time with a carefully diversified portfolio based on your risk tolerance, goals, and other factors as determined in our discovery meeting. Through our experience, we've learned that a diverse mix of public and private investments (including alternative investments like commercial real estate, private energy, private equity, etc.) can be highly effective in mitigating risk during times of high volatility in the markets. For this, we offer The Household Endowment Model (THEM). To find out if THEM is right for you, feel free to reach out for a quick explainer.
(888) 635-WSAG
17207 N Perimeter Drive, Suite 120
Scottsdale, AZ 85255
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 165 Elmhurst Dr. Suite B Kyle, Tx 78640. 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.
Video by Kindel Media from Pexels | Video by cottonbro from Pexels Video by Tima Miroshnichenko from Pexels
Website by Radioface Media