LifestyleSonoran LivingSL Sponsors

Actions

Wealth Strategies Advisory Group talks investment opportunities

Posted: 8:37 AM, Jul 24, 2018
Updated: 2018-07-24 17:21:36Z

Wealth Strategies Advisory Group is a paid sponsor of Sonoran Living

Vince Annable entered the financial services business in 1981 and founded Wealth Strategies Advisory Group in 2009. He's also the proud creator of The Household Endowment Model®, an investment and wealth planning platform which he styled after Yale University's successful endowment fund investment strategy.

The Household Endowment Model® is a key component to Wealth Strategies Advisory Group's Wealth Planning Platform. This model was created as a result of the great recession in 2008-2009. Seeking a solution to mitigate future economic events and the significant portfolio losses many families experienced in their personal and retirement accounts, we discovered David Swenson and his Yale Endowment Model investment strategies, i.e., a portfolio which was non-correlated to the stock and bond markets and included a significant allocation to private, non-public non-correlated alternative investments. These investments included private real estate, private equity, and other non-correlated alternative investments. Yale's model was designed to include multiple asset classes in both public and private markets utilizing best of class outside managers, the same strategy which is now the foundation of The Household Endowment Model ®.

Vince prides himself in bringing current wealth planning strategies to high net worth families. He's had families approach him after learning about his method to tell him that they didn't understand why their own advisors hadn't told them about a similar strategy. The reason is many financial advisors are still recommending the dated portfolio of 60% Stocks and 40% Bonds and have not educated themselves to the value of including private investments.  He's also taken his message to the public via multiple seminar and industry conference events. Vince has also been a featured guest on The Michael Wall Show. Wall is a key contributor on CNBC and Fox Business.

In addition to our endowment style investment strategies we include wealth planning strategies which incorporate our professional network of private client attorneys, accountants and other financial professionals to review each of our client's wealth planning needs.

Our extensive research shows that high net worth families have 5 major primary concerns:

1.    Wealth Preservation-Investment Consulting -Maximizing the Probability of Achieving All That's Important to their family.
2.    Wealth Enhancement -Mitigating Tax Liability While Helping Ensure They Have The Cash Flow They Need.
3.    Wealth Transfer and Estate Planning- The Smoothest, Most Tax-Efficient Way
To Pass on Their Assets To Loved Ones.
4.    Wealth Protection/Asset Protection - Protecting Their Accumulated Wealth from Creditors, Litigants, Potential Lawsuits and Catastrophic Loss.
5.    Charitable Giving - Fulfilling Charitable Goals in Ways Most Beneficial to their Families and The Causes they Care About.

IF the above concerns resonate with you or your family we invite you to participate in our complimentary SECOND OPINION consultation. There is no consulting fee for this service which includes two in person visits and an in depth evaluation of your current wealth management strategies.
 

Please contact us at one of the following:

Wealth Strategies Advisory Group
14362 N. Frank Lloyd Wright Blvd Suite 1000
Scottsdale, AZ 85260

Email: Vince@wsagaz.com   or call 480-889-8985.