Financial Advisor Partners
Partnering with Strategic Alliance Wealth Group provides family offices, RIAs and Independent Financial Advisors an alternative asset class for their most affluent clientele that reduces overall portfolio exposure to market volatility, while still providing attractive upside potential.
For those high earning clients who have maximized or no longer qualify for traditional tax advantaged investments such as qualified retirement plans, SAWG’s creative strategies provide an attractive and unique alternative asset class with no income restrictions or contribution limitations. Additionally, our strategies provide tax-free compound growth, tax-free rebalancing of investment allocations, and tax-free distributions.
During retirement, being forced to take income from an investment account that has recently experienced a negative return will erode a client’s portfolio quicker than anticipated .Unlike traditional investment accounts, SAWG’s unique, creative strategies do not lose value as a result of negative market returns when markets are volatile, and provides a stable, tax-free income which, is imperative to preserving the value of a client’s portfolio.