Wealth Teams

At the Wealth Teams Alliance, we are your Wealth Coach. We have found clients want their advisor to listen carefully to them, help them define their financial goals and objectives, and then show them ways to achieve their vision. We do this by looking at cash flows, liabilities, tax planning opportunities and wealth planning options. Our approach includes economic modeling of various choices to determine the optimum outcome. Wealth Teams helps clients manage markets, not stocks. We believe investing can either be a gamble or a science. We prefer Evidence Based Investing to speculation. To do this, we combine research and science to help our clients maximize the probability of reaching their long term financial goals by managing risk and optimizing portfolio allocation. Ask for an Expected Returns Analysis (ERA). The Wealth Teams Alliance brings together dedicated professionals who value their clients and strive to help them build wealth and stabilize their retirement income. The Alliance unites many disciplines who are experts in their respective fields. Combining their talents, they bring a full menu of services needed by successful business owners and professionals who are TOO busy to really make their own financial needs a priority. The Alliance does the heavy lifting and provides strategies and options specific to their long term objectives. Through the WTA planning process, the Alliance can reduce the stress and concerns most high performers feel when thinking about their own financial future. Ask for a financial assessment and learn how the Alliance can help you get on financial track and stay there.

网站

https://www.wealth-teams.com

Wealth Teams的外部链接

所属行业

投资管理

规模

11-50 人

总部

Irvine，California (CA)

类型

私人持股

创立

1977

领域

Investment Management、Financial Planning、Retirement Planning、Generational Planning、Tax planning、Off shore insurance、Life Insurance、Long Term Care、Family Office、Asset Allocation、Capital Split Dollar、Estate planning、Wealth Transfer和Risk Management