Bo Wang is an independent financial advisor with 30 years of professional investment experience. He and his team specialize in non-traditional (alternative) investments such as multifamily apartments, data centers, DST/721/1031 exchanges, hotels, office buildings, oil & gas drilling, opportunity zones, self-storage, warehouses, wine & spirits, vacation homes, and more.
Upgrading from a traditional 60/40 stock-bond portfolio to a 40/30/30 stock-bond-alternatives, endowment-style portfolio may enhance your risk-adjusted returns.
We host weekly in-person and online educational workshops on alternative investments. Feel free to connect with us for details on our next event.
Products and services are offered by private placement memorandum through Wealthhouse Advisors Inc., member FINRA/SIPC. Not FDIC insured, no bank guarantee, and may lose value.
阁下已积蓄不菲财富，享有仅限于合规投资人的投资机会。我们专为高收入高净值人士提供全美精选的另类实体投资项目，包括仓储，旅馆，办公楼，度假屋，公寓楼，葡萄酒，opportunity zone ，self-storage，data center，商场改建，石油和天然气开采以及DST/721/1031地产置换等。如果把传统的60/40股票/债券投资组合提升为40/30/30股票/债券/另类投资，可能会有助于降低风险，提高回报。如果您拥有大笔资金在IRA或前公司的401k/403b，欢迎咨询如何合法地以较高的折扣转成Roth。如果您支付最高税率，欢迎咨询合法减税项目。期待有机会为您服务，助您分散投资风险，实现财富增值。
【声明】为了合规使用微信，所有交流将会被监视并留底。服务仅限accredited investors（合规投资人）【投资有风险，可能会亏本】
www.WealthHouseAdvisors.com
WeChat: meiguorenshou001
Phone: 917-660-6796
