Wealth Strategies Group Strategies
Innovative Investments
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Strategy 2 of 3
Innovative Investments
As Independent CERTIFIED FINANCIAL PLANNER™ Professionals, we use cutting-edge research and best-in-class investments to increase your net worth. Our independence means we are not tied to any particular family of funds or investment products — our only objective is your investment success.
Open architecture
From decades-long seasoned investment managers to the latest in tax-efficient ETFs, to structured and insured products, our investment philosophy rests on a single guiding principle: your best interest is our only interest.
Because nothing here is manufactured in-house, there is no product we are motivated to recommend. Each holding earns its place in your portfolio on the merits, and is replaced when it stops earning it.
- No proprietary funds
- Independent due diligence
- Seasoned managers
- Tax-efficient ETFs
Tax-efficient retirement planning
Optimal tax location of assets and algorithm-based accumulation and distribution strategies can dramatically affect long-term results. Taxes create unplanned liability and quietly erode the value of your accounts.
Our approach looks across every holding in your household — taxable and tax-advantaged alike — to identify the asset location and withdrawal strategy that minimizes tax drag. It is not just what you make. It is what you keep.
- Household-level view
- Asset location
- Distribution strategy
- Rebalancing discipline
Interested In Innovative Investments?
Schedule an Appointment with the Wealth Strategies Group today
Our Strategies
View Our Other Strategies
Strategy 01
Financial Planning
A plan is not a document you receive once. It is a model of your life — income, obligations, timelines, and the decisions ahead — kept current as those things change. Everything else we do follows from it.
Strategy 03
Creating Your Legacy
Take care of those close to you. We have helped clients create lasting legacies since 2001 — making sure that your family, your assets, and your businesses are looked after, so you can truly live the life you want.
Disclaimer
Travis Allen served in the California Legislature from 2012-2018. As a State Legislator, he was Vice Chairman of the Banking and Finance Committee, Vice Chairman of the Jobs, Economic Development, and the Economy Committee, and the Vice Chairman of the Public Employment and Retirement Committee.
The views expressed should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss.
Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice. Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss. Indexes are unmanaged and investors are not able to invest directly into any index. Indexes cannot be invested in directly, are unmanaged and do not incur management fees, costs, or expenses. Investments in real estate have various risks including possible lack of liquidity and devaluation based on adverse economic and regulatory changes.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Travis Allen and Mark Yates are investment advisor representatives of Wealth Strategies Group, a CA Registered Investment Advisor. This website does not constitute an offer to sell or a solicitation of an offer to buy any security. Specific recommendations can only be based on review of a client’s individual investment portfolio and financial objectives upon request and with appropriate offering documents. Advisory services offered through Wealth Strategies Group, a CA Registered Investment Advisor. Travis Allen CA Insurance License #0B79314, Mark Yates CA Insurance License #0E38409.
Check out the background of firms and investment professionals on SEC’s https://adviserinfo.sec.gov.
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed.