For Individuals With $3M+ In Net Worth Looking To Accelerate Their Wealth Creation…
Add Passive Income & Wealth Preservation Strategies Only Accessible To The Ultra-Wealthy
+147
Investors on Board
$240M+
Equity Placed
3,400+
Accredited Investors
The Problem
Your financial advisor doesn’t want you to know about these private investment opportunities because it’ll expose the inadequacy of their plan.
Does this sound like you?
You have $1m in net worth or more and your financial advisor has your investment portfolio split 60% into different stocks for growth & 40% into the bond market for stability.
You’re constantly hearing about your friends making massive returns with alternative investment vehicles and your advisor is telling you their just getting lucky.
You aren’t seeing your portfolio grow at the rate you wish and starting to become frustrated seeing the lack of growth in your capital.
You have a financial goal and whenever you want a look under the hood to understand what your advisor is doing, they tell you not to worry about it.
You want new and alternative wealth-building strategies that allow you to create a bright financial future for generations to come.
If so, keep reading…
The Solution
Reverse Financial Planning to understand appropriate asset allocation, minimize tax liability, and access exclusive alternative investments.
At Cornell Capital we’re not just fund managers trying to sell you an investment, we’re financial planners and investment analysts ensuring you have access to the most exclusive alternative investment vehicles AND the appropriate asset allocation.
Our tax minimization strategies mean you will have more liquid capital to deploy into these alternative investment vehicles so you build wealth even faster.
Our experience managing $1.4B led us to understand the financial principles of the ultra-wealthy & now we’re bringing those strategies to your portfolio.
Are you ready to discuss the most exclusive alternative wealth-building vehicles that are more growth-oriented than the stock market and more stable than the bond market?
The Cornell Capital Difference
STABILITY
Create predictable income backed by physical assets.
CASH FLOW
Ability to purchase an existing income stream.
STABILITY
Potential to participate in depreciation of property.
COST EFFICIENCY
Experience the cost efficiency of direct ownership.
APPRECIATION
Consistently delivering investment returns well above equity markets with lower risk.
Frequently Asked Questions
Do You Require Us To Engage In A Financial Planning Relationship To Invest In Your Opportunities?
No, as long as you understand what your asset allocation is supposed to be then we can deploy your capital immediately.
What Is An Accredited Investor?
An Accredited Investor is an individual that has an earned income exceeding $200,000 or a joint income with their spouse exceeding $300,000 in each of the two most recent years, or an individual that has a net worth exceeding $1,000,000, individually or jointly with their spouse.
Why Hasn’t My Financial Advisor Told Me About Alternative Investments Before?
Oftentimes, your advisor may be incentivized to keep your portfolio performing at a lower rate so you feel like what they’re doing is very difficult. This makes it easy for them to keep you as a client and continue to manage your money. When you peek under the hood there is a lot of room for growth and that’s where we come in and help.
What Is Your Track Record?
Dana Cornell (CEO) is a Certified Investment Management Analyst & Certified Financial Planner, whose passion is to take the uncertainty out of investing and provide consistent returns his clients can count on.Dana has over 20 years of experience in the financial industry, and Cornell Capital was born of out a need recognized to truly create consistent, predictable income, and wealth creation.Forbes Recognized 2021 Best-In-State Financial Advisor#1 Best Selling AuthorCreator of the “Reverse Financial Plan”Former Executive Director at Morgan Stanly3x Named Forbes America’s Top Next-Gen Wealth AdvisorsLicenses HeldSeries 7Series 63
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