Wealth Strategies offers clients a unique investment opportunity in four private security funds which provide diversification. These private investment funds were selected by Wealth Strategies after careful scrutiny, are locally managed by financial planners and offer certain investors a distinctive adjunct to their portfolio. Wealth Strategies' private investment funds are strictly paid for performance, not for originations. In addition, these funds are regulated by the SEC thus, clients benefit from the scrutiny of government oversight*. Private security funds are not suitable for all investors and all clients are urged to read the offering memorandum before investing. 

To find out if these private investment funds are a fit for you and your investment plan, please contact the Wealth Strategies team.
























* The SEC does not approve or pass upon the quality, integrity or success of the investment.  Oversight by or registration with the SEC does not give any indication of investment success.  Further, the oversight by the SEC does not in any way imply their approval of the investment of provide any guarantee or protection from loss.