SWI offers a variety of wealth accumulation strategies
From Private Equity to traditional portfolio management, our partners create tailor fit plans for each client based on lifestyle needs, goals and legacy strategies.
We recognize that your investments are only a part of your total financial picture. Unfortunately, most institutions focus on investment rate of return and pay little attention to the dollars you are voluntarily giving away in taxes, poorly managed debt, or excessive education costs, and more.
- SWI’s methodology focuses on preserving, protecting and perpetuating your true wealth. Through a process that identifies your true wealth principles, we help to co-create a structure for all of your assets to be optimized.
- Life will never be free from uncertainty. But when uncertainty is minimized, life can be maximized. The SWI team provides lifetime protection from taxes and crashes.
Traditional Portfolio Management
Avoid voluntary taxes on growth
Realize a true rate of return
Let money multi-task for you
Picture your family holding a bucket that you are trying to fill up as quickly as possible. This represents your financial assets, including savings and investments. If you are trying to fill a bucket with holes in it, you could choose one of two ways to fill it. One option would be to dump a lot of water into the bucket at once. The other option would be to try to plug the holes first so the bucket will fill up with just a trickle of water.
Most financial institutions simply try to dump water into the bucket without plugging the holes. Unfortunately for their clients, this approach requires an extremely high exposure to risk in order to achieve the required return.
Unlike many other companies, we believe that it would be irresponsible to ignore the inefficiencies in your business or family budget (at any income level), and solely attempt to ‘outrun’ the problem. At Strategic Wealth we help our clients plug the leaks in their financial buckets, often saving tens of thousands of dollars each year. We can help you fill your bucket responsibly and efficiently. This allows you to spend more time enjoying life’s journey while saving more to protect your future.