The ultra wealthy are looking for options

WealthPRIME can provide access to alternative solutions that optimize wealth creation and reduce taxes

Gain access to the Family Office tool that mitigates taxes.

WealthPRIME instantly illustrates unique tax offset strategies.

At WealthPRIME, we offer unique, underutilized investment strategies normally reserved for the top 1%. Our highly tax-efficient strategies provide unparalleled tax mitigation, and access to alternative investments. Among our unique strategies is utilizing leverage which maximizes tax-free distributions at retirement.

We have vast experience meeting the needs of family office advisors and venture capital firms who must offer advice a cut above traditional advisors and firms. We have worked with several of the nation’s leading firms, including Thiel Capital, Marcy Ventures, and Standish Management.

Check out our new DoublePLAY solution.

How much can I save?

Explore the following scenarios which will help you determine how much your tax savings can be, based on your age and income.

Jane Investor

Age: 35

Select income below

Estimated Tax Savings

$1,006,000

Annual Tax-Free Income
from Ages 71 to 85

$3,004,038

Estimated Tax Savings

$2,012,000

Annual Tax-Free Income
from Ages 71 to 85

$6,009,271

Tim Investor

Age: 40

Select income below

Estimated Tax Savings

$1,006,000

Annual Tax-Free Income
from Ages 71 to 85

$2,180,759

Estimated Tax Savings

$2,012,000

Annual Tax-Free Income
from Ages 71 to 85

$4,362,470

Eric Investor

Age: 50

WealthPRIME can provide access to alternative solutions that optimize wealth creation and reduce taxes

WealthPRIME instantly illustrates unique tax offset strategies.

How much can I save?

Jane Investor

Select income below

Estimated Tax Savings

$1,006,000

Annual Tax-Free Income
from Ages 71 to 85

$3,004,038

Estimated Tax Savings

$2,012,000

Annual Tax-Free Income
from Ages 71 to 85

$6,009,271

Tim Investor

Select income below

Estimated Tax Savings

$1,006,000

Annual Tax-Free Income
from Ages 71 to 85

$2,180,759

Estimated Tax Savings

$2,012,000

Annual Tax-Free Income
from Ages 71 to 85

$4,362,470

Eric Investor

Select income below

Estimated Tax Savings

$1,006,000

Annual Tax-Free Income
from Ages 71 to 85

$1,126,459

Estimated Tax Savings

$2,012,000

Annual Tax-Free Income
from Ages 71 to 85

$2,253,516

Need help? Call us today at 855-PRIME-40 or schedule a consultation with one our advisors.

Solutions

Contact

DISCLAIMER

WealthPRIME can provide access to alternative solutions that optimize wealth creation and reduce taxes

WealthPRIME instantly illustrates unique tax offset strategies.

How much can I save?

Jane Investor

Select income below

Estimated Tax Savings

$1,006,000

Annual Tax-Free Incomefrom Ages 71 to 85

$3,004,038

Estimated Tax Savings

$2,012,000

Annual Tax-Free Incomefrom Ages 71 to 85

$6,009,271

Tim Investor

Select income below

Estimated Tax Savings

$1,006,000

Annual Tax-Free Incomefrom Ages 71 to 85

$2,180,759

Estimated Tax Savings

$2,012,000

Annual Tax-Free Incomefrom Ages 71 to 85

$4,362,470

Eric Investor

Select income below

Estimated Tax Savings

$1,006,000

Annual Tax-Free Incomefrom Ages 71 to 85

$1,126,459

Estimated Tax Savings

$2,012,000

Annual Tax-Free Incomefrom Ages 71 to 85

$2,253,516

Need help? Call us today at 855-PRIME-40 or schedule a consultation with one our advisors.

Solutions

Contact

DISCLAIMER

Annual Tax-Free Income
from Ages 71 to 85

Annual Tax-Free Income
from Ages 71 to 85

Annual Tax-Free Income
from Ages 71 to 85

Annual Tax-Free Income
from Ages 71 to 85

Annual Tax-Free Income
from Ages 71 to 85

Annual Tax-Free Income
from Ages 71 to 85