25 years on Wall Street, and although I did well—for myself, and for my clients—there were gaps in the Wall Street System that drove me to create WealthColony, which is dedicated—first and foremost to earning your trust and closing your retirement gap—while giving you access to investment opportunities that Wall Street, typically, does not offer.
What I learned on Wall Street: Research—not salesmanship—is the tool of the true investor. For my clients, I offer well-researched opportunities—and nothing that I haven’t put my own money into. When it comes to recommending other wealth management help—there are a few people I recommend, and many I don’t.
When we work together, my money is your money. I’m literally invested with you. I’m in when it’s researched, a real opportunity, and out before its trendy. We were in on blockchain early (LTC under $5 coin) which would later grow to $375/coin. I was out by the time people started talking about bitcoin over beers at the bar. Now, I’m in on several Big Data and mining related opportunities. There is massive change coming.
WealthColony was an early investor in several businesses that are still excellent buys.
The average “balanced” Wall Street portfolio averages 6% annually.
We have access to insured asset-back investments that protect your principal , underwritten by an insurance policy that prevents you from losing capital. Investing in a 13% return paid quarterly with an additional asset that grows underneath is another favorite in our ecosystem.
Our clients expect a superior annual return. Forbes recently suggested that 30% of any portfolio should be in non-stock market related investments.
If you’re interested in turning an old 401k or IRA into a self-directed one to invest in alternatives like these, we can help you set that up.
Most Americans retire without as much money as they need for retirement. Our core mission to fill that gap. We do it honestly. We show you all the math.
Please feel free to email me at [email protected] with any questions, or to set up a call or book directly at calendly.com/wealthcolony
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