SOPHISTICATED


SIMPLICITY IS THE ULTIMATE IN SOPHISTICATION
WEALTH ENHANCEMENT SERVICES FOR SOPHISTICATED INVESTORS.

ELEGANT & PROVEN STRATEGIES THAT PRODUCE ACCREDITED INVESTORS.

OUR PHILOSOPHY

We believe a Sophisticated Investor is someone who has achieved a $250,000 net worth or higher (not including their home), is saving 40% of their gross income, and has several streams of passive income from successful investing. The Sophisticated Investor needs streamlined strategies that will consolidate & multiply their already successful actions in order to achieve the milestone of a $1 million net worth as an Accredited Investor. 
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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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WRITTEN FAMILY BANKING STRATEGY
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ADVANCED TAX PLANNING
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ACCOUNTING & BOOKKEEPING
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CORPORATE FUNDING SERVICES
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PENSION TRUST SERVICES
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CHARITABLE & DONOR SERVICES
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PERSONAL TRADELINE LEASING 
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LIFE SETTLEMENT INVESTMENTS
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FOREIGN CURRENCY INVESTMENTS

Do you think you may qualify?

(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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APPLY HERE

© 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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