Unique Investment Opportunities...AboundWe are always looking to find quality opportunities for our clients. When seeking opportunities for our clients, we don't rely on off-the-shelf products, solutions and strategies. We`re not attracted to the simplest solutions, nor the most popular or the easiest to sell. We're looking for appropriate opportunities for our clients to help them reach their financial goals. Our goal is to set industry trends and not follow the trends. There are alternatives to marketable securities that could experience the upside potential of market assets while adding a new dimension of diversification. Some of the areas we consistently work in include:
Advanced ServicesYour net worth sets you apart. So does your income. You're an accredited investor who demands innovation and sophistication in the financial opportunities you consider. Our Advanced Services division was designed for you. Throughout the year, we have unique opportunities for accredited investors to learn about private investment opportunities. Register below to find out more about these opportunities or to attend a meeting. This is designed for individuals and institutions that are accredited investors defined as: Any natural person whose individual net worth, or joint net worth with that person's spouse, at the time of his purchase exceeds $1,000,000; Any natural person who had an individual income in excess of $200,000 in each of the two most recent years or joint income with that person's spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current year. |
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Securities are offered through DeWaay Financial Network, LLC. Member FINRA/SIPC. Registered with MSRB.