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Leverage what you do to a greater return
We started Prevail Strategies as an answer to the question, “Could we do better?” Obviously, we believed we could.
Traditional wealth management is…traditional. And it’s typically based on strategies that were developed decades ago in response to the financial landscape of the time. But times have most certainly changed and are continuing to do so by the minute.
There are not many other industries more acutely aware of and sensitive to change than the financial industry. Cultural, social and political winds can move the markets daily. As such, we set out to do more than simply trust time-honored wealth-management formulas—crossing our fingers that time would do its job as the great leveler. Instead, we threw out the traditional playbook and started fresh.
“Wealth management” is fine. It implies a certain amount of activity, but is still rather passive—move some money here or there, reallocate based on a certain pre-set percentage, sit back, and see what happens. “Wealth creation,” on the other hand, requires action with a constant focus on what’s next.
By throwing out convention and focusing on creation versus mere management, we develop customized wealth creation strategies for each of our clients that take into account every aspect of their finances, every goal they have (near-term and future), and the pace at which they’d like to achieve their goals. Wealth management or wealth creation, which would you prefer?
“Wealth management” is fine. It implies a certain amount of activity, but is still rather passive—move some money here or there, reallocate based on a certain pre-set percentage, sit back, and see what happens. “Wealth creation,” on the other hand, requires action with a constant focus on what’s next.
By throwing out convention and focusing on creation versus mere management, we develop customized wealth creation strategies for each of our clients that take into account every aspect of their finances, every goal they have (near-term and future), and the pace at which they’d like to achieve their goals. Wealth management or wealth creation, which would you prefer?
Our Investment Advisors Representative can send you with information and insights.
Our Team-Based Approach is Comprehensive and Easy.
Your Vision
Your Objectives
Your Opportunities
Your Challenges
Your Entire Picture (ie. Business & personal)
Based on your unique situation
Leverage our team of experts
Establish wealth creation strategies
Determine ideal source of asset transfer
Agree on and implement strategies
Establish tracking tools
Communicate regularly
Ongoing support from your financial BOD (Board of Directors)
Preserve, Protect, and Perpetuate your Wealth
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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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