Welcome to our distinguished family of companies, where your financial aspirations become our mission.
"Direct Source Wealth envisions a future where first-generation wealth creators not only achieve unparalleled financial success but also contribute to a more equitable and prosperous world. Our vision is to redefine the landscape of investing and capital raising, making it accessible, transparent, and impactful. We aim to lead by example, fostering a global community of informed, empowered investors who collaborate to build sustainable legacies. Through innovation, integrity, and collaboration, we commit to transforming the way wealth is grown and preserved, ensuring our clients leave a lasting legacy that benefits future generations."
Direct Source Wealth's mission is to transform financial assets into enduring legacies, empowering our clients to build wealth that benefits not only their present but also enriches future generations. Through strategic investments, integrity-driven partnerships, and a commitment to collaborative prosperity, we dedicate ourselves to the stewardship of sustainable wealth creation, ensuring every dollar invested today seeds the foundation for tomorrow's legacies."
As you embark on this journey with us, you're not just exploring exceptional services; you're joining a community dedicated to nurturing wealth, wisdom, and well-being for generations to come. Our suite of offerings, from Real Estate Syndication to the visionary Barefoot (B)Millionaires program, is meticulously crafted to cater to every facet of your financial life.
As you navigate through our services, know that you are in the hands of seasoned professionals who are as invested in your success as you are. Whether you're seeking to diversify your investment portfolio, optimize your wealth strategy, or ensure your legacy through meticulous planning, our family of companies is here to guide you every step of the way.
A Complete Financial EcoSystem
Build, Manage, and Keep Your Wealth with the DSW Ecosystem
Real Estate Syndication
Unique and exclusive investment opportunities, bringing together resources from multiple investors to enable your participation in the acquisition, management, and enhancement of commercial properties. Direct investment opportunties for accredited investors!
Investment Advisory
Professional and licensed guidance and support, specializing in the meticulous management and optimization of your portfolio to ensure it aligns with your financial goals, risk tolerance, and preferences.
Wealth Strategy
Personalized expertise to help you navigate and optimize your financial journey, tailoring strategies to align with your unique wealth goals, aspirations, and legacy considerations.
Tax Planning
Crafting and implementing personalized plans to optimize your financial position, ensuring efficient tax management and compliance with the latest regulations.
Wills, Trust and Estate Planning
You don’t have to be a millionaire to protect your assets. Did you know that in many states a will does NOT keep your estate from going through the long, painful and expensive probate process? What does your succession plan look like? Let us help modernize it.
Barefoot (B)Millionaires
COMING SOON - An Education resource for aspiring (B)Millionaires. Learn from the masters!
TESTIMONALS
Chris
I began working with DSW in 2015 and eventually converted my portfolio of single family rentals into passive income!
Mark
After initially testing DSW with some sample investments, I moved a substantial portion of my investments into DSW syndications.
Stef
“If you’re on the fence around working with WD Wealth Strategies, I implore you to at least have a meeting with the team, get to know them and help them understand your business because I think you’ll be pleasantly surprised with some of the strategies that they may offer and the potential savings.”
Frequently Asked Questions
Your Questions Answered
What is an Accredited Investor?
Financial: Net worth over $1 million, excluding primary residence (individually or with spouse or partner)
OR Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year
Professionals: Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)
OR Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company)
OR Any “family client” of a “family office” that qualifies as an accredited investor
OR For investments in a private fund, “knowledgeable employees” of the fund
What is the 500/200 Strategy?
In the realm of real estate investing, many are drawn to the potential of passive income and the prospect of early retirement. Navigating a market teeming with diverse strategies can be challenging. Among these approaches is the 500/200 Real Estate Strategy, which illustrates how a $500,000 investment could lead to an annual passive income of $200,000 within a decade, based on certain assumptions and conditions.
Why should I consider alternative investments?
Alternatives Investments refers to many different investments which are all labeled "alternatives." However, here are some different reasons why some investors consider alternatives: Potential for higher passive income when compared to investing the same amount of funds into a traditional portfolio.Diversification into asset classes that might not be partially or fully correlated with the rest of your portfolio.Certain types of alternatives seek higher risk adjusted returns than traditional investments.Certain types of alternatives seek to outperform traditional investment benchmarks such as the S&P 500.
At what point should I seek tax strategies to lower my annual tax bill
While you should always be looking for safe, legal ways to reduce your taxes, more complicated planning becomes particularly valuable when you are in the 32% federal tax bracket which begins at $191,950 of income (single filers) or $383,900 of income (married filing jointly).
Can You do estates in every state?
Yes, for work that we don't handle ourselves, we have an extensive network of providers in every state except Louisiana.
Do I have to be an Accredited Investor??
DSW Syndications, along with some of the DSW Advisory services requires that we verify your status as an accredited investor.
What's the most amount of money I should invest in one investment?
Our philosophy is that you should typically limit your investments to the following percentages of your portfolio: 5% max on a single investment, 10% max with a single sponsor, 20% max in a single asset class.
What should I do if my income is not at the 32% federal tax bracket?
Every situation is different, but some common things we see would include focusing on building wealth in a tax-free manner by looking into things which aren't taxed, such as Roth IRAs, Roth 401(k)s, and cash value life insurance. Speak to a tax professional or someone on our team to see if you qualify.
