866.467.5809 CS@ProVisionWealth.com

What are your long term wealth objectives?

In providing our clients with a Wealth Strategy, we explore and develop a strategy so you can enjoy life, not just survive in retirement.

What is a wealth strategy?

A wealth strategy is a step-by-step action plan to provide clear direction to achieve your wealth goals. When most clients come to us they are working harder than their money. We look for ways to reduce your workload, and make your money sweat for you.

Phases of a Strategy

1. Find an Advisor
Evaluation of your current wealth situation and a new understanding of how to find the right advisor for you, even if it’s not us.

 

2. Design
Creation of a custom strategy and action plan to accelerate your path to financial freedom.

 

3. Implement
Coordination between your team of advisors to execute your strategy and achieve your vision.

 

4. Report
Maintaining corporate formalities, developing reports to show the progress of your strategy and identifying any needed changes.

 

5. Protect
Confidence that your assets are protected and your team is prepared to defend your strategy in a legal situation.

 

A Clear Roadmap

Financial Organization

The Right Assets

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Reduce Risk & Identify Solutions

The path to financial freedom starts with a vision

ProVision wealth strategies are highly individualized and totally practical. Together we’ll identify your dream and then develop the best path to achieve that dream. Whatever your destination, we are committed to getting you there faster than you dreamed possible.

Vision

First we’ll explore and identify your dream (If you could be anywhere, if you could do anything, where and what would it be?) Then we work to quantify that dream and establish your vision.

Focus

We’ll help you narrow your vision in order to focus on one specific type of asset in a single asset class.
(i.e., real estate, paper, business or commodities )

Decisions

Professional investors differ from amateurs because they make a decision once and repeat it over and over. We help you develop the specific criteria for investing that will keep you on track to reach your dream.

Team

We deliver a clear action plan in addition to showing you how to locate and work with a team to execute your strategy, reduce your time involved and maximize your results.

Thinking about getting into real estate? stocks? insurance? oil?

Those are just tactics to get rich. A wealth strategy identifies what assets work best with your risk profile. Get on the right track today.

Free Consultation

Who needs a Wealth Strategy?

Those with clear goals are ten times more successful than those with no clear goal in place. We firmly believe that all entrepreneurs need to have a long-term vision for their financial and business future.

Accelerate your Wealth Strategy

Adding a tax strategy to your wealth strategy supercharges your path to financial freedom.

Learn More

Real Experiences from Real Clients

Implementing your Strategy

Having a great plan is only part of the story. In order for your strategy to start benefiting you, it must be implemented.
For your convenience we have two option to help you accomplish this.

Option #1

We Lead & You Consult

To expedite the benefits of a new strategy, many of our clients ask us to spearhead the implementation process. We will coordinate with your team members to get your strategy implemented as quickly and hassle free as possible.

Option #2

You Lead & We Consult

On occasion, our clients want to take a more active role in the implementation of their strategy. For that reason we can offer consulting as needed, should you run into any tough questions during your implementation.

We want to hear from you!

Please take a moment to contact us or visit the FAQ page if you have any other questions.

Get In Touch

Resources for Success

When it comes to wealth, what you create is a function of what you know and for many clients, understanding the details is key to long-term success. Which is why you’ll have access to select online courses, articles and invitations to join live sessions with our CEO Tom Wheelwright. Ask your personal tax and or wealth questions, in addition to hearing those of other entrepreneurs and investors.

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