FIG Wealth Advisors, LLC offers consulting specifically in retirement & private real estate financing. One of the areas that separates our firm is an interest in alternative assets classes as a tool for retirement & wealth accumulation. We believe in "thinking outside the box" and using traditional strategies when necessary thus allowing our clients "True Diversification". Our continued focus is to bring secure and innovative alternative financial products to market. These asset classes are completely uncorrelated to the turbulent stock & bond market and Washington political filibuster.
As the leading retirement & real estate organization in the alternative wealth & financing arena, we have worked diligently over the years to develop solid partnerships with our providers that offers our clients unique opportunities that sets our firm apart from other companies. These relationships have cultivated unprecedented growth without compromising the integrity of the products.
As a private, non-proprietary financial services firm, we are uniquely positioned to provide experienced, unbiased advice on an independent basis that is void of any company mandates. Using your financial plan as a roadmap, we concentrate on increasing and preserving your assets; reducing your taxes while staying within your risk tolerance. FIG Wealth Advisors, LLC "The Alternative Wealth Company."
We believe in a beyond Wall Street thinking that utilizes a holistic approach to planning with a core focus in alternative non-correlated assets as strategies to help build retirement wealth for our clients.
This allows us to provide our clients the best financial options available for their personal situation without the singular focus many firms have in traditional Wall Street planning. And with our real estate financing, we are positioned to help facilitate the funding of projects on a global scale that banks are unwillingly or simply cannot provide funding for.
Our core clients typically are entrepreneurs that are small business owners, real estate investors & developers, physicians, professional athletes and entertainers that are seeking better opportunities to build wealth.
Alternative assets classes are important because they can help clients reduce risks and offer portfolio diversification. Despite what is generally believed, most alternative strategies are designed to experience modest to potentially greater returns while exhibiting low standard deviations.
FIG Wealth Advisors primary focus is building wealth for our clients utilizing these alternative asset classes for true diversification. Therefore, we believe as many economist have indicated that when the stock market has its inevitable correction, our clients will be uniquely positioned to still see sustainable success without the volatility associated with those markets.
Areas of Focus
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8712 Lindholm Dr, Suite 300 (Birkdale Village), Huntersville, North Carolina 28078, United States
Monday - Friday: 9am - 5pm