Investment Expertise
Asset allocation, investment selection, strategy, courage, and discipline form the foundation of successful wealth accumulation, financial planning, and meaningful life outcomes.
We all have the same 24 hours in a day—and limited time to achieve, experience, enjoy, and savor these fleeting moments. How do we “make time” for optimal health, relationships, accomplishments, and experiences? With an “average” life expectancy of 78-80 (50% of clients stop traveling at age 75) how can you effectively balance this with love, career, family, hobbies, and health limitations? ANSWER: By leveraging/outsourcing your wealth management and Financial Planning needs to a trusted professional who has successfully optimized his wealth, time, and life results.
Choosing the best Financial Advisor & Investment Advisor for You.
Having the right Financial Advisor/Investment Advisor is essential and can help you optimize your life results, financial results, time, and your overall life goals. Most people are well aware that they should have a “diversified portfolio” and a “retirement plan”, but that alone is “too simplistic and analogous to “exercise every day and eat healthy and you will be healthy and have normal weight”. How is that working out for you? How is that working for most Americans?
At Abundance Wealth Solutions, we take a much more “holistic approach” by taking the time to really know you, your dreams, your goals, your aspirations, time horizon, your overall financial situation, and preferences for your life, investments, taxes, and volatility/risk. Then, we take a “snapshot” of where you are financially…taking into account your investments, 401ks, retirement plans, real estate holdings, bank balances, loan balances, insurance coverage, college funding, your taxes, and even long-term care coverage (Medicare does NOT cover long term care which 50%+ of the U.S. population is estimated to need at some point in our lives). Next, we put together a comprehensive financial/retirement/life plan and calculate what savings rates, return rates, and other steps are needed to help you “fund your goals” in your priority order, with your desired lifestyle, risk/reward parameters, family, health, and legacy goals. Then, and only then do we make investment recommendations. In this way, “your goals, your life, and your unique circumstances” dictate our customized investment recommendations and not vice versa. Let me reiterate: At Abundance Wealth Solutions, are not like the "Big Firms and Banks" (usually with a hidden agenda and cookie cutter porfolios), we strive to be “The Best Financial Advisor” for you, your life, your money, your goals, and your dreams.
We Have Expertise with Alternative Investments
Going back to March of 2000 we have successfully utilized Alternative Investments (Alternatives to traditional stock and bond investments) to help hedge/reduce our clients portfolio risk and increase portfolio level returns. Alternative Investments are a broad term for investments consisting of: Hedge Funds, Private Equity, Private REITs, Private Credit, Managed Futures, Structured Products, options, Opportunity Zone Investments, DSTs (Delaware Statutory Investments). These investments often have low to sometimes no correlation to stock returns, bond returns, and even the economy. Intended to compliment, (not replace) stocks and bonds, numerous academic studies and white papers have concluded that Alternative Investments (if used properly) can decrease overall portfolio risk and even increase overall portfolio returns. For example, several of these strategies were very profitable during the horrendous crashes of 2000-2002 and the “Great Recession” of 2008. As the Founder and Managing Director of Abundance Wealth Solutions, Aaron DelSignore strives to be the best Financial Advisor vs. the biggest Financial Advisor. He will spend the extra time, energy, and focus to learn about your unique life, goals, and situation. Then he will design and implement a holistic, customized plans and investments tailored to you. Unlike the Big Firms, we are not here to simply “repeat and scale” the same process, agendas, and “cookie cutter” portfolios. We are here to provide holistic, customized solutions, advice, and guidance towards you best outcomes.
Ahead of The Game
By studying, learning from, and attempting to emulate Investment & Business Titans Aaron has embraced their ability to “Think Differently” and achieve outstanding results for our clients. Amongst the most influential of these leaders that I strive to emulate are: Ray Dalio, Steve Schwarzman, Warren Buffet, Bill Ackman, Robert Kiyosaki, Elon Musk, Steve Jobs, and Stanley Druckenmiller. Although I too have experienced losing investments, losing years, and have made some mistakes, I predicted the Dot Com Crash of 2000-2002 and was largely profitable for our clients. By predicting the housing crash of 2008, I helped our clients avoid the “calamitous losses” that were caused by it (less than half of the stock market’s loss). In the years following this, I invested wisely in both real estate, stocks, and Alternative Investments and achieved “High Net Worth” investor status myself with no college fund, no inheritance, no father or child support, and despite coming from a very poor background and area myself.
Now, more than perhaps ever since the turn of the 20th century….Americans face increasing and underestimated risks and headwinds: Increasing Inflation, Increasing Interest Rates, Increasing Taxes, An ever compounding National Debt, the collapse in the work ethic, tenacity, and birthrate in the younger generations, political division and strife not seen since the Civil War, a Rising China, and the (probable in my view) “dethroning” of the U.S. Dollar as the world reserve currency. We must adapt and evolve to this reality and strive together (while embracing the uniqueness of every client and every person) to navigate these storms so we can reach the “promised land” of each of our unique ambitions, goals, and dreams. In short…..what besides “your time” is more important than achieving “Wealth, Health, & Happiness”. By leveraging our time, our knowledge, and our resources…we can make this journey “together”…..and reach your destiny…..
Investment Income
We can add tremendous value in helping you maximize your investment/portfolio income while also striving to improve your tax efficiency.
