Retirement Wealth Planning with true diversification

About Us

"The Retirement Wealth Company"

FIG Wealth Advisors, LLC offers consulting specifically in retirement planning. 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" using alternative and traditional strategies when necessary thus allowing our clients "True Diversification". Our continued focus is to bring secure and innovative financial products to market. These asset classes are completely uncorrelated to the turbulent stock & bond market and Washington political filibuster.    

As the leading retirement wealth planning firm in alternative wealth strategies, 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. In addition to our retirement planning, FIG Wealth through our lending partners provides private real estate & business expansion financing for business owners. (Minimum loan $500K).

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. This independence provides our clients with assurance that they are receiving the best options for their retirement planning. We are independent but still have relationships with all of the top Fortune 100 companies in the insurance and investment industries at our disposal for our clients. 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 Retirement Wealth Company."   

Safe money, guaranteed income

Our Philosophy

We believe in a beyond Wall Street thinking that utilizes a holistic approach to planning with a core focus towards "outside the box" 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, Top MLS Producing Realtors, Real Estate Investors & Developers, Physicians, Professional Athletes & Entertainers and Pre-Retirees that are seeking better opportunities to build wealth.

Why Alternative Asset Classes?

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 all available options including 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  

  • 401k, SEP & Simple IRA Planning for small-medium size businesses 
  • 100% Private Project Financing* At lenders discretion
  • 1031 & 1035 Exchanges   
  • Factoring (In-force Income Payments from AA+ to A Rated Companies (S&P) 
  • Fixed Income while Preserving Capital  
  • Guaranteed Lifetime Income
  • Key Executive Planning 
  • Large Tax Deductions 
  • Long Term Growth Planning
  • Premium Financing   
  • Retirement Planning 
  • Self-Directed IRAs 
  • Short-Term Growth Planning
  • Social Security Planning Strategies 
  • Transfer & Rollover IRAs
  • Wealth Transfer

Steven's Blog


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Contact Us

Better yet, see us in person!

We love our clients, so feel free and give us a call to schedule an appointment during normal business hours.

FIG Wealth Advisors, LLC

8712 Lindholm Drive, Suite 300. (Birkdale Village) Huntersville, North Carolina 28078, United States

(980) 216-8487


Monday - Friday: 9am - 5pm

Saturday: Closed

Sunday: Closed