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Keep more of what’s yours.

Prevail Strategies was established in 2017 after more than 30 years of experience as a traditional investment advisor company. During that time, we’d seen that money management had become a commodity – with many financial Investment Advisors Representative offering similar products and strategies, just packaged in different ways.

Prevail is different. We don’t seek to compete with traditional financial advice, we look to enhance it. Our strategies require clients to engage in the planning process with the goal of them taking control of their financial future.

For our entire team, we provide the opportunity to be a part of something special. A team that challenges the status quo, and is interested in changing an industry while providing a meaningful service for others. Specifically for Investment Advisors Representative, it’s an opportunity to build something significant that produces real results for their clients. And, you’ll be working with a firm steeped in experience that places a high value on people, integrity and making a difference in the lives of those around us.

Interested? Watch our video below and contact Marcia Vander Wal for more information.

You Have Risk Management Questions

We Have Some Answers

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Quam elementum pulvinar etiam non. Nibh praesent tristique magna sit amet purus. Augue lacus viverra vitae congue eu. Bibendum est ultricies integer quis auctor elit sed. Tortor pretium viverra suspendisse potenti nullam ac tortor. Viverra orci sagittis eu volutpat odio facilisis mauris sit amet. Consectetur a erat nam at lectus urna. Senectus et netus et malesuada fames. Tincidunt arcu non sodales neque sodales ut. Nibh praesent tristique magna sit amet purus gravida quis. Ultrices neque ornare aenean euismod elementum nisi quis. Potenti nullam ac tortor vitae purus faucibus ornare suspendisse. Velit egestas dui id ornare arcu odio ut sem. Amet nisl suscipit adipiscing bibendum est ultricies integer quis auctor. Enim sit amet venenatis urna. Nunc sed blandit libero volutpat sed cras ornare arcu. Pellentesque dignissim enim sit amet venenatis urna.

Quam elementum pulvinar etiam non. Nibh praesent tristique magna sit amet purus. Augue lacus viverra vitae congue eu. Bibendum est ultricies integer quis auctor elit sed. Tortor pretium viverra suspendisse potenti nullam ac tortor. Viverra orci sagittis eu volutpat odio facilisis mauris sit amet. Consectetur a erat nam at lectus urna. Senectus et netus et malesuada fames. Tincidunt arcu non sodales neque sodales ut. Nibh praesent tristique magna sit amet purus gravida quis. Ultrices neque ornare aenean euismod elementum nisi quis. Potenti nullam ac tortor vitae purus faucibus ornare suspendisse. Velit egestas dui id ornare arcu odio ut sem. Amet nisl suscipit adipiscing bibendum est ultricies integer quis auctor. Enim sit amet venenatis urna. Nunc sed blandit libero volutpat sed cras ornare arcu. Pellentesque dignissim enim sit amet venenatis urna.

Want to Learn More About
Risk Management?

Download Prevail’s Intro Guide To Personal Wealth Risk Management.

10 Ways to MInimize Risk & Maximize Asset Protection

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How Prevail is different.

At Prevail, managing money is more than financial. It’s personal. And it’s personalized. We never use a cookie cutter approach. Every client is different and so must be their approach to creating, growing, protecting, and distributing their wealth. The “model portfolio” where money is stacked in different funds (ex. conservative, balanced, value, growth, aggressive growth, etc.) isn’t necessarily a model for today. Today’s market is unique. And so are the needs of our clients. Since the economy, the world, and our individual situations can change at a break-neck speed, Prevail takes into account not only our clients’ risk tolerance and asset class diversification, but also their overall tax strategy—that layers in another level of protection of assets.

Active and strategic management.
Our portfolios are built from stocks that we have researched, analyzed, tracked, forecasted and tested And the strategic plan for how to leverage these investments is custom built for every client. In other words, we have flipped the typical business model on its head. Instead of employing a large number of RIAs (Registered Investment Investment Advisors Representative) to accumulate AUM (Assets Under Management), we’ve poured our resources into technical analysis to generate wealth creating opportunities for our clients. This provides our team with tremendous opportunities to help clients limit downside exposure in market down turns, and maximize upside during positive trends.

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