A Complete, All-Encompassing Wealth Management Experience
Wealth Strategy Group understands that true financial success requires more than just investment management. It involves a holistic approach that touches every aspect of your financial life. That’s why we’ve developed WSG360°, our comprehensive, 360-degree wealth management strategy designed to cover all dimensions of your financial world, ensuring every decision is aligned with your goals and values.
WSG360 is built upon three critical pillars
1. Investment Consulting
The core of WSG360°’s Investment Consulting is our PRO Strategy (Proactive Risk Optimization), which actively manages your portfolio by balancing growth opportunities with risk control. This personalized strategy is designed to help you pursue your financial goals through dynamic, data-driven adjustments.
Key services include:
PRO Strategy Implementation: Actively adjusting your portfolio based on market conditions to help optimize growth and manage risk.
Portfolio Performance Analysis: Monitoring and fine-tuning your investment returns.
Risk Evaluation: Continuously assessing and managing portfolio risks.
Asset Allocation: Structuring investments for growth potential and managing risk.
Cost and Tax Impact Assessments: Reducing where possible the effect of fees and taxes on your returns.
Investment Policy Statement: Creating a personalized guide for your investment strategy.
These services strive to ensure your investments are strategically managed, seeking growth while adapting to changing market conditions.
2. Advanced Planning
The Advanced Planning component of WSG360° focuses on optimizing every aspect of your financial life. We address not only investment growth but also tax efficiency, wealth preservation and legacy planning. Our advanced planning includes:
Wealth Enhancement: Strategies for minimizing taxes and optimizing cash flow.
Wealth Transfer: Effective transfer of wealth, seeking to ensure your legacy endures.
Wealth Preservation: Using risk mitigation strategies and insurance to help safeguard your assets.
Charitable Giving: Structuring your giving to maximize its impact.
3. Relationship Management
WSG believes strong relationships are the foundation of effective wealth management. By offering both personalized client attention and access to a network of professionals, we look to ensure every part of your financial life is coordinated and optimized. Our relationship management includes:
Client Relationship Management: Regular, proactive engagement to help you keep your financial plan on track.
Professional Network Relationship Management: Collaboration with your existing advisors or our network of valued professionals to address any need.
