Accredited Investors

FAMILY OFFICE SERVICES


FAMILY OFFICE SERVICES 
FOR THE ACCREDITED INVESTOR.

WE PROVIDE ACCESS TO FINANCIAL STRATEGIES & INVESTMENTS RESERVED FOR ACCREDITED INVESTORS ONLY. 

OUR PHILOSOPHY

The Accredited Investor milestone is achieved by only about 10% of Americans. We believe this is where an investor becomes unrestricted in their investment options. Our philosophy is to utilize these strategies to help our Accredited Investors achieve Passive Income that exceeds their savings, expenses, and taxes so they no longer have to trade time for money. 
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OUR TEAM IS A VAST NETWORK OF EXPERTS & RESOURCES DESIGNED TO MOVE YOU FORWARD TO YOUR NEXT PHASE OF WEALTH BUILDING.

Wealth DynamX has an expansive team that spreads across the United States.  We have resources, means, and experience to cover every aspect of your financial needs. Below are some of the services offered at this stage by our team. For more information on any of these areas, please fill out the application below and inquire for service.
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Aircraft Evaluation Services
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Financial Statement Audits & Reviews
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Captive Insurance Services
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International Tax & Transfer
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Accredited Tax Planning
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Premium Finance Life Insurance
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Accredited Only Investments
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Business Brokerage Services
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CFO & Financial Consulting
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Conservative Easements
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1031 Exchange Services 
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BOLI / COLI Life Insurance Design
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Architectural Tax Incentives & Credits
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Business Valuation Services
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Accredited Charitable Planning
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Tax Credit Purchase Services 
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Advanced Asset Protection 
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Staffing Solution Services 

Would you like to attest to being accredited?

(Application for Advanced Services does not guarantee acceptance. All applicants will be reviewed by our team and either accepted or declined based on our Advanced Services Standards. Wealth DynamX and its affiliated groups reserve the right to deny Advanced Services to anyone we deem unqualified or unfit for Advanced Services.)

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© 2020 All Rights Reserved Copyright Wealth DynamxX, LLC

Disclaimer and Waiver - Wealth DynamX, LLC its owners, officers, directors, employees, subsidiaries, service providers, content providers and agents (referred to as "Wealth DynamX") are not financial or investment advisors and not licensed to sell securities or investments. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement, of any company, security, fund, or other offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information contained herein is at your own risk. The content is provided 'as is' and without warranties, either expressed or implied. Wealth DynamX does not promise or guarantee any income or particular result from your use of the information contained herein. Under no circumstances will Wealth DynamX be liable for any loss or damage caused by your reliance on the information contained herein. It is your responsibility to evaluate any information, opinion, advice or other content contained. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, or other content.
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