Over the past 14 years, as a Wealth Management Advisor, I have had the opportunity to sit down and meet with business owners, entrepreneurs, retirees and working professionals from all walks and stages of life. These investors had either been managing their personal and retirement accounts in their spare time, or they had a relationship with a financial advisor or investment advisor and were seeking a second opinion. Whether they had $500,000 or $5 million to invest, they all expressed similar sentiments. They had experienced the euphoria associated with market highs, but they also experienced the anxiety, fear and tremendous sense of loss that market lows had brought them. They couldn’t stomach risking their hard earned wealth in the market, but yet they knew between inflation and taxes, staying strictly in cash or CD’s/bonds, they would not be adequately prepared for their retirement years.
As I continued to hear the same feelings expressed by investors, I decided to write an investment guide and reveal a strategy utilized by the ultra-wealthy, major institutions and endowments, such as Harvard, Princeton, and Yale. It is an investment strategy that allows many wealthy investors to sleep well at night, even during a bear market, yet only a small percentage of average investor’s ( and even financial advisors) utilize or are privy to it, and yet have the opportunity to access.
You can download my FREE 13 page Investment Guide: ” How The Wealthy Invest, What They Know That You Don’t” by CLICKING HERE . Stay tuned to my series, “How The Wealthy Invest”, as we cover the 7 top investment mistakes preventing investors from reaching their retirement goals and the investment strategy allowing wealthy investors to “sleep well at night”, even during a bear market.
1650 Wealth Management is an independent, private wealth management firm located in Miami and Fort Lauderdale, Florida. We specialize in creating and actively managing custom, comprehensive and disciplined investment management strategies, designed to grow and protect your wealth, while employing tax minimization strategies. Our fee-only, independent wealth management advisors posses over 40 years combined investment management expertise providing credentialed, objective and transparent investment counsel, with a fiduciary duty. We welcome the opportunity to introduce you to our experienced wealth management firm and invite you to schedule a free 60 minute consultation to discuss your financial objectives and receive a second opinion on your current investment portfolio allocation. Call or email us today to schedule your no-obligation consultation. We look forward to meeting with you! Please visit us at: www.1650wealth.com to learn more.