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Skyscraper Buildings Promoting Wealth

     Wealth Management

 

Find Out if You're on Track to being WealthFortified™

 

We help you understand:

 

  1. What's too much risk 

  2. What's too much in fees 

  3. What investments are unsuitable or inappropriate for you based on your situation or season of life

  4. What Measured Opportunity Asset Allocation Trench (MOAAT™) Portfolio meets your needs and helps put you on track to becoming WealthFortified

 

Our candid, fee-based, and product-agnostic approach centers on you and your interests first, while maintaining your priorities in the decision-making process.  Whether an individual retirement account, 401(k), or a trust account, our expertise tailors and manages your personal MOAAT™ portfolio to your goals and objectives.  As an independent investment advisor, we are free to choose from the investment universe and prioritize what is best for you.  Our specialty is low-fee, tax-considered, and broadly diversified portfolios. 

Taking a risk walking a high-wire between two buidings

We work to ensure that your portfolio aligns with your investment goals, expectations, and risk tolerance helping to remove the guesswork out of your financial future.

Risk Analysis

     

MOAAT™ Portfolios  

      Measured Opportunity Asset Allocation Trenches  

 

 

Our wealth management experience and investment in technology are combined to promote and fortify wealth for our clients.  We utilize measured opportunity asset allocation trenches that incorporate the following: 

  

  • Investment Behavioral Coaching...Disciplined Investing--Placing a draw bridge over the gap of average investor returns and broad market returns.

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  • Broad Market Core and Satellite Asset Allocation--Going deep into the trenches for returns with global diversification​. Our portfolios are constructed with ETFs or funds using share classes like Institutional or Admiral shares.   

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  • Use of low or negatively correlated assets--Asset classes in portfolios with historically low correlation to traditional stock and bond markets for risk mitigation--this includes the use of FIAs.

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  • Rebalance--Realigning portfolio assets to original portfolio allocation balance

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  • Tax-Sensitive Strategies--Attempt to Minimize tax liability​

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 Download this eBook on the topic of  becoming WealthFortified™

Temecula, CA

The information, suggestions, and recommendations included in this material are for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes. WealthFort, Inc. and HBW Advisory Services, LLC will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an  “as is” basis and entirely at your own risk.  Additionally, WealthFort, Inc. does not guarantee the performance of any investment or insurance product. Insurance products are offered through HBW Insurance & Financial Services, Inc.,  a licensed insurance agency and affiliate of HBW Partners.  HBW Insurance & Financial Services, Inc. and individual advisors affiliated with WealthFort, Inc. receive commissions on the sale of insurance products.  Clients are not required to purchase recommended insurance products or to otherwise implement financial advise through WealthFort, Inc. or its affiliates.  WealthFort, Inc. investment advisory services are offered through HBW Advisory Services LLC.  HBW entities are located at 3355 Cochran St., Suite 100, Simi Valley, CA93063, (800) 473-3856.  HBW Advisory Services, LLC is a registered investment advisor with the SEC.  Their registration with the SEC or with any state securities or insurance authority does not imply a certain level of skill or training.  The U.S. Federal Government, nor its agencies listed herein, endorse Dale Raymond Curtis, HBW entities, or WealthFort, Inc.  Dale Raymond Curtis is an Investment Advisor Representative and Insurance Agent--CA Ins. Lic. #0i22636.  HBW Insurance & Financial Services, Inc., dba: HBW Partners, HBW Securities LLC and HBW Advisory Services, LLC, and WealthFort, Inc. are separate entities which do not offer legal or tax advice.

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