Investment Management

At Abundant Wealth Strategies, we realize your investment decisions have an impact on your finances as well as your lifestyle. We take this into great consideration. Our financial experts are committed to curating a personalized investment portfolio that works both with you and for you.

Asset-Allocation

The process to determine which mix of assets to hold in your portfolio is a very personal one. The asset allocation that works best for you at any given point in your life will depend largely on your time horizon and your individual ability to tolerate risk.

Risk Tolerance

When care and patience is taken to explain risk tolerance and your spending policy you become empowered to make decisions that you may have previously been fearful of implementing.

Recommendations

The investment vehicles used in our portfolios are customized for your needs and lifestyle. Abundant Wealth Strategies strives to provide special care and education of withdrawal rates. Our portfolios and recommendations are designed with that in mind for a successful longevity of the portfolio.

Tax Efficiency

Limiting the tax liabilities arising from your investments can help you attain your goals effectively. Thanks to our steady hand in tax aware investing, Abundant Wealth Strategies provides clients with sophisticated tax-management strategies.

LET’S GET ACQUAINTED

Visit Us

1140 N. Town Center Drive, Suite 270
Las Vegas, NV 89144

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(702) 851-5858

Clients

_{Securities offered through Independent Financial Group, LLC (IFG). Member FINRA/SIPC. Advisory services offered through Abundant Wealth Strategies, a Registered Investment Adviser. IFG and Abundant Wealth Strategies are unaffiliated entities.

Licensed to sell securities in the following states: AL, AZ, CA, DE, NE, NV, TX

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