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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.
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Financial Planning
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Estate Planning
- Wills
- Trusts
- Irrevocable Life Insurance Trusts
- Beneficiary Designations
- Medical Directives
- Needs planning for traditional and non-traditional families
- Centralized Encrypted Document Vaults
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College Planning
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Retirement Planning & Lifetime Income
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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