STEP 1
Our Process
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 with the strategies and tactics that we believe have the best opportunity to help you achieve more with your wealth. We believe you'll be confident knowing we have the experience and resources to assist you along every step of your financial journey.
Step-by-Step: Our Process of Total Wealth Planning and Management
DISCOVERY MEETING
Getting to know all about you
- Financial history
- Current and future obligations
- Goals and aspirations
- Review of current investments
- Tolerance for risk
Learn all about us
- Our philosophy and methodology
- How our process works
- We'll answer all your questions
STEP 2
INVESTMENT PLAN MEETING
Presentation of 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
COMMITTMENT MEETING
After you've had the time to thoroughly review and discuss our investment plan for you, we'll schedule a mutual commitment meeting, where you and us decide to work together. We want to make sure you are absolutely comfortable with us before we begin a formal relationship to manage your wealth. If both of us are satisfied and ready to move forward, we'll sign an agreement to move forward together.
STEP 4
IMPLEMENTATION
The investment plan we customize to address your concerns, needs, and goals as presented in Step 2 is put into action.
STEP 5
ADVANCE PLANNING MEETING
You'll be introduced to our professional network of specialists to help tackle some of the more detailed issues such as:
- estate planning
- life insurance
- asset protection
- charitable giving
- business succession planning
- private client services
ONGOING SERVICE
Oversight, evaluation and management of your portfolio with adjustments made along the way as deemed prudent--all with goal of helping you to accomplish all that you want with your wealth.
*Alternative investments offered to qualified or accredited investors only
Schedule a Meeting
(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.
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