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We Believe Your Financial Strategy is as Unexampled as You are.

Financial peace of mind comes from a reasonable assurance that your future income needs will be met, and at the appropriate time. Our approach to investment value creation stems from sophisticated research, applied to customized dynamic hedging instruments, with the goal of reducing stock market volatility.

The Components of Your Custom Strategy

Investment Weighting

All portfolios are constructed such that great care is taken to underweight certain sectors in favor of others with more promise, cognizant of your personal needs.

Taxes are Key

We make every effort to place as much of your money in Tax Shelters as possible. Tax harvesting is yet another layer of service we employ to help offset taxes due with relevant losses to the limit the IRS allows.

Intelligent Rebalancing

Ongoing rebalancing, that occurs when the market presents opportunities, can help avoid costly emotional mistakes and helps you buy low, sell high, and remain well-diversified. Our research shows that regular rebalancing can significantly enhance portfolio value over time.

Dynamic Portfolio Allocation

Because we see your complete financial picture, we can provide an efficient allocation. As your life evolves, we will recommend allocation adjustments to keep the strategy current with your ever changing situation.

Dynamic Rebalancing

While the proper portfolio construction is vital, markets can present unique opportunities and we therefore don’t recognize the set it-forget philosophy of wealth management. Markets change in ways that don’t always correlate to your personal needs, and this is where we stay hyper vigilant and adaptive. 

Nurturing Portfolio Allocation 

We learn all aspects of your business/family. As such, adaptation strategies are employed to make optimal use of your money as the ebbs and flows of life present themselves. 

A Culture of
Indendence

Anyone who has owned a 401K plan knows that cookie-cutter financial plans prevail in today’s institutions. We disagree with this strategy. Your money needs are as unique as you; a carefully planned and evolving wealth management strategy is essential to a more reliable outcome.

What To Expect From our First Discussion.

  • 20-30 minutes of confidential fact-finding by a licensed professional
  • A brief outline of what we can offer as a firm and how we add value to your financial future
  • What tax advantages are available to you through shifting your investments to tax sheltered alternatives

Do You Feel Your Company 401k Plan Is Not Properly Managed?

401K plans are efficient and cost effective vehicles for creating wealth sources for your retirement years. Unfortunately, these plans have very few people watching them, monitoring performance, and balancing the investments according to your unique income needs. Rather, your contributions are placed in 1 of 9 generalized investment portfolios based on your age. There are however more than 9 people invested in these plans. We will craft a plan whose uniqueness is more representative of a pixel on a color pallet, one of thousands of possible plans.

The Complexity of Service You Need Largely Depends on How Much Money You Have

Structured Wealth Allocation and Monitoring

Individuals and Businesses with Over $250K To $1M in Investment Assets

Receive unlimited and structured advice to guide you while you maneuver changing monetary needs and tax laws. 

  • A dedicated financial advisor and available support team
  • You will be invested in an ultra low cost ETF portfolio which will be reviewed and balanced regularly
  • Complimentary monitoring and financial plan incorporation of investments not held by us

Institutional and Generational Wealth Clients

Individuals and Businesses With Over $1M in Investment Assets

The sophisticated and complex nature of your wealth must be monitored vigilantly. Progressive tax laws and unmanageable accounts make your situation particularly susceptible to loss.

  • Access to highly specialized advice including options trading, real estate investment trusts and exchange traded notes
  • Fully customized portfolio with regular reviews
  • Complimentary tax planning by a licensed CPA

Business, Non-Profit, and Institutional Clients

Financial Consulting for growing businesses from small size to Pre-IPO 

You face all types of unique supply chain, labor, and tax challenges 

  • Project based valuation services
  • Pre-IPO preparation
  • In depth tax planning and sheltering to maximize the IRS benefit allowances for your business
  • Currency Forward Rate Agreements for materials sourcing

Investment Services

$100K to $200K investment assets

Receive financial and retirement planning guidance from our advisory team, to help you take charge of your money.

  • Unlimited advice and retirement planning help from financial advisors
  • A professionally managed ETF portfolio with reviews upon request
  • State-of-the-art digital tools

Wealth Management

Over $200K to $1M investment assets

Get dedicated advice and specialist support to help you manage your money as you face new financial challenges.

  • Two dedicated financial advisors
  • Specialists in real estate, stock options, and more
  • A customized portfolio with regular reviews
  • Tax optimization, thanks to individual stock investments

Private Client

Over $1M investment assets

You’re ready for one-on-one comprehensive financial planning to build customized investment plans to help you meet your lifestyle goals.

  • Two dedicated financial advisors
  • Priority access to our specialists and Investment Committee
  • In-depth specialist support for retirement and wealth planning
  • Private equity investment options*

*Available to clients with $5,000,000 or more invested

Fee Transparency

Our fee structure is fee-based, which means we only do better if you do better. Our stock investments are ultra low fee managed, which means the fees deducted from your account are a small percentage of what you will find at most other financial firms. Also, we will never sell a commissioned product and therefore work at a full fiduciary capacity. 

For Investment Services & Wealth Management Clients

  • First $1M 1.75%
  • First $3M 1.45%
  • Next $2M .95%
  • Next $5M .75%
  • Over $10M .45

Includes family tiered billing

Alphalinked Investments

TD AMERITRADE INSTITUTIONAL IS A DIVISION OF TD AMERITRADE, INC, FINRA/SIPC. YOUR INVESTMENT ADVISOR’S WEB SITE IS NOT AFFILIATED WITH, SPONSORED BY, OR ENDORSED BY TD AMERITRADE, INC. LINKED INVESTMENTS, LTD. IS AN INVESTMENT ADVISOR REPRESENTATIVE WITH ADVISORY SERVICES OFFERED THROUGH WEALTH WATCH ADVISORS, LLC, AN SEC REGISTERED INVESTMENT ADVISER. ALL OTHER SERVICES ARE OFFERED THROUGH LINKED INVESTMENTS, LTD. WEALTH WATCH ADVISORS, LLC AND LINKED INVESTMENTS, LTD ARE NOT AFFILIATED. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY ADVISORY OR OTHER SERVICES. INVESTING INVOLVES RISK AND IS NOT GUARANTEED. NO ADVICE MAY BE RENDERED UNLESS A CLIENT SERVICE AGREEMENT IS IN PLACE. BE SURE TO CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN.
Coverage Statement: We are authorized to consult clients in states in which we are registered. Call us at 720-724-9039 with questions.

© 2019 Financial Wealth Planners, an IAR under registration at WealthWatch Advisors, LLC. All rights reserved.