Of course not. The problem with the financial service industry is that it is predicated upon an “eat your vegetables” approach to money. People rarely do what they need to do; they almost always do what they want to do.
Unlike other financial service companies and advisors you’ve used in the past, we are built around a core belief that you want to build wealth. If that describes you, then you’re in the right place.
All new client relationships begin with a conversation via our Live Demo sessions, a face to face meeting, or phone call to verify that a potential client is qualified to use our Wealth Portfolio strategy.
Once you are qualified we complete all paperwork (both ours and TD Ameritrade’s) via our document management service. After your account is funded we begin building your Wealth Portfolio.
Yes, they typically are US citizens with accounts located in the US who happen to be living or working abroad.
These clients have worked almost exclusively with us via modern meeting applications such as Skype, Join.me, and GoToMeeting without many difficulties.
Successful young professionals are best suited for using the Wealth Portfolio due to the fact that they have the financial means and investment appetite for our strategy. However, beyond this group there are exceptions.
We have clients over the age of 50 who simply want to retire with a certain lifestyle and need our service to make this a reality.
In the world of investments the easiest way to not get ripped off is to not sign over your money to your advisor. This is how most famous people get ripped off – they essentially become joint account owners with their advisors, accountants, lawyers, etc.
They typically do this as a matter of convenience. I’m not asking to share an account with you. I’m managing your money through an account that you and you alone own at TD Ameritrade. I’m essentially the bank teller at the bank – not the bank – I don’t control, nor own your account. Apply this to all of your investment accounts and no one will rip you off.
We are the only firm dedicated to helping successful young professionals build wealth. We do this by using a portfolio designed to invest differently than most investors.
Since most investors don’t build wealth it doesn’t follow that you should invest like your friends, family, or co-workers – you should invest differently. Wilson Wealth provides that option.
The Wealth Portfolio uses funds designed to multiply the daily return of the S&P 500 index by up to 300%. In a rising market this ability can lead to gains that are in excess of 3X the calendar year return of the S&P 500. This is a powerful possibility!
Conversely, in falling markets the Portfolio’s strength can be it’s greatest weakness as losses can be in excess of 3X the calendar year return of the same index.
Wealth in the market comes from earning above average returns for the majority of the money you have invested. Most investors have investments in their portfolio that enjoy great returns, the problem is that they only invested 10, 20, 30% in those investments and the rest in average to below average investments.
This dilutes the impact of their best investments and leads to overall average investment performance. Average performance is good if you have a lot of time or wealth already accumulated. But average performance won’t build wealth.
We have the ability to sell insurance and write financial plans. Insurance and financial planning are important, but there’s a funny thing about them. You really can’t enjoy insurance unless you’re dead or injured and a financial plan works best when there is a lot of money to manage.
But money, well money can be enjoyed immediately without any requirements. We focus on building wealth for our clients so they can enjoy themselves.