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Prevail’s mission: Disrupt the financial services industry by creating awareness of the uncontrollable factors that can impede financial stability and how to mitigate potential financial headwinds. Come experience what other firms “say” they do.
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.
We Have Some Answers
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Download Prevail’s Intro Guide To Personal Wealth Risk Management.
10 Ways to MInimize Risk & Maximize Asset Protection
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.
Preserve, Protect, and Perpetuate your Wealth
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Prevail
4745 W 136th St
Leawood, KS 66224
Phone: (913) 295-9500
The website has several strategies and topics discussed throughout the content. It is important for prospective clients and website visitors to know there are different entities that offer specific levels of advice, support, or guidance. Fixed insurance products and services are offered through Prevail Strategies, LLC, a licensed insurance agency. Prevail Innovative Real Estate Opportunities, LLC a propriety real estate division. Prevail Innovative Wealth Advisors, LLC, Prevail Innovative Real Estate Opportunities, LLC and Prevail Strategies, LLC have common ownership and control.
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