At the Wealth Teams Alliance, we are your Wealth Coach. We have found clients want their advisor to listen carefully to them, help them define their financial goals and objectives, and then show them ways to achieve their vision. We do this by looking at cash flows, liabilities, tax planning opportunities and wealth planning options. Our approach includes economic modeling of various choices to determine the optimum outcome.
Wealth Teams helps clients manage markets, not stocks. We believe investing can either be a gamble or a science. We prefer Evidence Based Investing to speculation. To do this, we combine research and science to help our clients maximize the probability of reaching their long term financial goals by managing risk and optimizing portfolio allocation. Ask for an Expected Returns Analysis (ERA).
The Wealth Teams Alliance brings together dedicated professionals who value their clients and strive to help them build wealth and stabilize their retirement income.
The Alliance unites many disciplines who are experts in their respective fields. Combining their talents, they bring a full menu of services needed by successful business owners and professionals who are TOO busy to really make their own financial needs a priority.
The Alliance does the heavy lifting and provides strategies and options specific to their long term objectives. Through the WTA planning process, the Alliance can reduce the stress and concerns most high performers feel when thinking about their own financial future.
Ask for a financial assessment and learn how the Alliance can help you get on financial track and stay there.
Company Details
- Employees
- 12
- Founded
- -
- Address
- Irvine, California (Ca)
- Phone
- +1-877-282-4768
- in****@****ams.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- wealth-teams.com
- Keywords
- Investment Management, Financial Planning, Retirement Planning, Generational Planning, Tax planning, Off shore insurance, Life Insurance, Long Term Care, Family Office, Asset Allocation, Capital Split Dollar, Estate planning, Wealth Transfer, Risk Management.
- HQ
- Irvine, California (CA)
Wealth Teams Questions
Wealth Teams's helpline number is +1-877-282-4768
Wealth Teams's website is wealth-teams.com
Wealth Teams's LinkedIn profile is https://www.linkedin.com/company/wealth-teams-solutions
Wealth Teams has
12 employees.
View email and phone details for 12
employees at Wealth Teams.
Wealth Teams's industry is
Investment Management
Wealth Teams's top competitors are
Guardian Financial Group,
Bizvalue, Ltd.,
Lindemann Chimney Co.,
Emerald Wave Advisors,
Manchester Financial,
Byteforge,
Servant Solutions,
Accelerate Retirement,
Thompson Electronics Company,
True Legacy Wealth Management.
Wealth Teams's support email address is info@wealth-teams.com
Wealth Teams's categories are Investment Management
Wealth Teams's founding year is 1977
