Wealth Prime | Success Stories

Be the next Wealth Prime Success Story!

SolutionsATI Consulting

As a small and growing company, we were looking to combine top-of-the-line retirement benefits for our team members with significant company tax savings. The expert staff guided us through retirement plan options and selection, and has provided us best-in-class advice since. Additionally, the flexibility in funding options, and specifically the ability to under or over fund part of the plan based on actuary guidance and past contributions and investment performance, provides another lever to simplify closing of the books and optimizing taxes at year end. Having this great plan in place for our team members has brought us peace of mind and allowed us to focus on our clients and growing the business.

EDWARD PORTA
President

SolutionsATI Consulting
Thiel Capital LLC

I have worked closely with Dan Harding for about two years. The Thiel Capital/Thiel Macro 401(k) plan I oversee is incredibly complex. Most of the C-level officers participate in alternative investments inside their 401(k) and ROTH 401(k) accounts, and Dan’s product offering, the Combo-K, is way ahead of its time and unlike anything else I’ve seen. Dan is there every step of the way to help put me in a position to succeed.

RAOUL PALO
Senior Associate, Finance

Thiel Capital LLC
Claremont Creek Ventures

We have been working with Dan since 2013. Our venture capital firm was investigating pension and tax advantaged plans for our team’s future. In our case, office staff retirement savings needs and the challenges for deferred partner earnings made for a complex approach. Dan and team helped us navigate the decisions needed, structure our plans, and project how the overall platform would benefit us. Over the years, the plan has delivered on our expectations and Dan’s team has continued to keep us within regulations and consult on future opportunities as our team composition changes. I recommend Dan as an expert partner in administering retirement and deferred benefit programs.

RANDY HAWKS
Managing Director

Claremont Creek Ventures

DISCLAIMER

*Wealth Prime™ does not provide tax or legal advice. This website and the information and calculator provided on this website are for informational purposes and are not intended as investment, business, legal or tax advice and Wealth Prime is not responsible for any investment, business, tax or legal recommendations or opinions of third parties cited on this website or in the information contained herein. For legal or tax advice concerning your situation, please consult your attorney or professional tax advisor. This material is designed as an educational tool. You should review any planned financial transactions or arrangements that may have tax, accounting, investing, or legal implications with your personal professional advisor. Clients and other interested parties must consult and rely solely upon their own independent advisors regarding their particular situation and the concepts presented here. The material contained on this website is for informational purposes only and should not be considered investment advice. Any chart, graph, or formula should not be used by itself to make any investment decision. The information contained on this website has been obtained from sources Wealth Prime believes are reliable; however, Wealth Prime does not warrant the accuracy, completeness or timeliness of such information. Wealth Prime ™ shall have no liability, contingent or otherwise, for the accuracy, completeness or timeliness of such information or for any decision made or action taken by you in reliance on such information. Any opinions expressed herein are subject to change without notice. WEALTH PRIME EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR IMPLIED, REGARDING THIS WEBSITE AND THE INFORMATION CONTAINED IN IT, INCLUDING WITHOUT LIMITATION ANY IMPLIED WARRANTIES OF MERCHANTABILITY, TITLE, NONINFRINGEMENT OR FITNESS FOR A PARTICULAR PURPOSE, EVEN IF WEALTH PRIME HAS BEEN INFORMED OF SUCH PURPOSE. USE OF THE WEBSITE AND SUCH INFORMATION IS AT YOUR SOLE RISK. IN NO EVENT SHALL WEALTH PRIME, ANY OF ITS AFFILIATES, OR ANY OF THEIR RESPECTIVE OFFICERS, DIRECTORS, EMPLOYEES, SHAREHOLDERS, MEMBERS, AGENTS, REPRESENTATIVES, SERVICE PROVIDERS OR SUPPLIERS, BE LIABLE TO YOU OR ANYONE ELSE FOR ANY CONSEQUENTIAL, INCIDENTAL, PUNITIVE, SPECIAL, DIRECT OR INDIRECT DAMAGES (INCLUDING WITHOUT LIMITATION LOST PROFITS) THAT RESULT FROM THE USE OF THIS WEBSITE OR ANY OF SUCH INFORMATION.

Terms of Use | Privacy Policy