Our Approach
We specialize in offering tailored financial solutions that go beyond traditional portfolios.
Our focus is on alternative, tax-efficient strategies designed to:
Reduce Tax Liabilities
Implement advanced tax planning methods to potentially lower clients annual and estate tax burden.
Optimize Net Worth
Help optimize the client's overall portfolio returns through alternative investments, including private equity, real estate, and niche market opportunities.
Preserve Your Legacy
Help ensure that the client's wealth is transferred to the next generation with minimal estate taxes through strategic estate planning and trust structures.
Enhance Lifetime Liquidity
Cash value life insurance accumulates savings over time, allowing policyholders to access funds through loans or withdrawals, which may help provide liquidity while still maintaining life insurance coverage.
About Us
Private Wealth Strategic Group is a premier financial services firm specializing in creating customized wealth strategies for ultra-high-net-worth individuals and families. We work directly with our clients AND partner with Family Offices, trusted wealth management firms, and boutique investment advisory firms to provide seamless support and tailored solutions for clients' sophisticated financial needs. With an unwavering commitment to trust, discretion, and transparency, our team of seasoned professionals delivers highly personalized strategies that reflect the unique goals and aspirations of each client. Whether navigating complex investment landscapes, structuring multi-generational wealth, or offering strategic financial guidance, we are dedicated to providing elite service and expert support at every stage of the process.
Collaborative Solutions with Your Existing Advisor
At Private Wealth Strategic Group, we believe in enhancing your current financial strategy without disrupting it.
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Our services complement your existing relationship with your financial advisor, helping enable:
Expand Your Opportunities
Integrating seamlessly with existing trusted advisor while helping gain access to specialized investment vehicles and tax-saving opportunities.
Maximize Efficiency
Together with existing advisors, we’ll identify and implement strategies that help amplify client wealth and reduce taxes.
Leverage Expertise
Benefit from a team-based approach where Private Wealth Strategic can collaborate with existing advisors to help ensure all aspects of a client's financial strategy are fully optimized.
Why Choose Us?
1
Tailored Solutions
Every financial plan is custom-built to align with your unique goals and lifestyle.
2
Exclusive Opportunities
Access financial structures
and opportunities reserved for ultra-high-net-worth individuals.
3
30 Years of Expertise
Since the 1990's we have developed expertise
in private wealth strategy,
we provide reliable,
actionable advice to secure
your financial future.