Western Wealth Group
Western Wealth Group | Portfolio Design & Management

Portfolio Design & Management

Your Advisor at Western Wealth Group takes you through an in-depth, collaborative process to construct a customized portfolio that fits your needs and goals—a portfolio you are comfortable with and can understand.
The portfolio design incorporates your risk tolerance, time horizon, tax considerations, and longer-term aspirations and estate plans. While investing the core of your portfolio in index-based ETFs, when appropriate Western Wealth Group may use institutional funds, private REITs, closed-end funds (CEFs), hedging strategies and other alternative investments which may provide unique opportunities and/or low correlations to the broader stock and bond markets, thereby providing meaningful diversification and the possibility of enhanced returns in your portfolio.

Western Wealth Group | Financial Planning

Financial Planning

Your financial plan is more than just analyzing your savings, investments, real estate, insurance coverage, taxes and liabilities. It reflects much more than just your net worth – a financial plan is the path to your long-term financial success. The findings of your plan influence both your overall asset allocation as well as the specific investments we use in your portfolio. Your Advisor at Western Wealth Group guides you through this planning process and incorporates your expectations, concerns and fears, as well as your needs, wants and wishes.
Western Wealth Group | Estate Planning

Estate Planning

Our Advisors work directly with your attorney or can refer you to an established attorney in your area. Our focus is to ensure each client structures the most beneficial wealth transfer to their heirs while minimizing tax consequences. Some of the most appropriate tools available include:
  • Wills
  • Trusts
  • Irrevocable Life Insurance Trusts
  • Beneficiary Designations
  • Medical Directives
  • Needs planning for traditional and non-traditional families
  • Centralized Encrypted Document Vaults
Western Wealth Group | College Planning

College Planning

College expenses have been rising at an extraordinary rate in the past several years. Our Advisors help you strike a balance between investing for your own retirement and the desire to help fund a child’s or grandchild’s college education. College saving options may include the use of a 529 plan, Education Trust, Education Savings Accounts, Custodial Accounts (UTMA/UGMA), Educational IRA, Roth IRA, and more.
Western Wealth Group | Retirement Planning & Lifetime Income

Retirement Planning & Lifetime Income

How much money will you need to retire? How much will you spend in retirement? What kind of lifestyle do you want in retirement? These are common questions that must be addressed. We help clients answer these questions, and the answers are vital to the success of your financial plan. Through prudent planning and smart investing, we keep clients on-track to accumulate the necessary savings for retirement. Upon retirement, we often transition client portfolios to generate the sufficient income necessary to complement social security, pensions, annuities, inheritances and other potential income sources. Whether in the accumulation or draw-down phase of retirement, Western Wealth Group always strives to keep clients ahead of the eroding effects of inflation and taxes.
Western Wealth Group | Divestiture

Business Divestiture

Western Wealth Group can be leveraged as a resource in selling your business. Specifically, we assist clients with several aspects surrounding the sale of a business, which may include:

  • Help in determining the proper value of your business
  • Finding a potential buyer for your business
  • Referral to a business transaction attorney
  • Referral to CPA who specializes in business transactions
  • Help in your business succession planning