Inspired Wealth Management for
Affluent Investors Who Prefer to
Sleep Well At Night
Affluent Investors Who Prefer to
Sleep Well At Night
A Unique Opportunity for Discerning Investors Looking To:
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Our new video below will introduce you to The Household Endowment Model®, the inspiration behind its creation and how this new platform helps well-qualified investors to defend their portfolios during times of high market volatility.
Our mission is to inform and educate affluent investors about The Household Endowment Model® and how it is different from other traditional investment approaches still recommended by the majority of financial advisors today. We believe The Household Endowment Model® ("THEM") represents a paradigm shift for individual investors and families not only in terms of investment methodology, but also as the core of a comprehensive, long-term wealth management strategy.
Click on any of the icons below to learn more about THEM
Business owners, physicians, dentists
You may face your own unique circumstances when it comes to wealth management, which may require special considerations and planning. If you're an entrepreneur, regardless of industry, or a medical professional, you may be interested in our white papers written specifically for you. These free reports are available instantly along with our other white papers. Get access to them here >
Listen to the podcast
Your Money Manual with Vince Annable is the podcast series inspired by our desire to cover wealth planning topics we believe may be of particular interest to high net worth individuals and families. Our guests include experts specializing in tax planning, portfolio design and management, investment due diligence, estate planning, private equity, venture capital, real estate, business succession planning and more. The main goal of Your Money Manual is to educate you so that you make well-informed decisions about your money. Listen to Your Money Manual here >
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If you would like to learn more about how The Household Endowment Model® may fit into your overall long-term wealth management strategy, we'd be happy to meet with you at no cost or obligation. Please click over to our Contact Us page or simply call our office toll-free at...
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THE HOUSEHOLD ENDOWMENT MODEL, LLC
17207 N Perimeter Drive, Suite 120
Scottsdale, AZ 85255 / (480) 889-8985
17207 N Perimeter Drive, Suite 120
Scottsdale, AZ 85255 / (480) 889-8985
Securities are offered through Realta Wealth, Inc., Member FINRA/SIPC located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801 and Investment Advisory Services are offered through Transce3nd, LLC, located at 835 Main Street, Building 200, Buda, TX 78610. Neither Realta Wealth, Inc. nor Transce3nd, LLC is affiliated with Wealth Strategies Advisory Group. All investments involve risk including the possible loss of principal. Certain investments contain substantial risks and are illiquid and may only be appropriate for accredited investors. You should familiarize yourself with all risks associated with any investment product before investing. Past performance is no guarantee of future results. PRIVACY POLICY
The information being provided is a courtesy. When you link to any of these web sites provided herewith, you are leaving this site. Wealth Strategies Advisory Group, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving The Household Endowment Model® website and assume total responsibility and risk for your use of these sites.
¹ Yale Endowment 2014 Annual Report; Yale News, Sept. 24, 2015; New York Times, Sept 24, 2015
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