FREE BOOK!

“PROFESSORS RETIRE EARLY”

Scholarly Paths to Retirement Success

Retirement Savings Plan with
University Wealth Advisor PLLC.

FREE BOOK!

“PROFESSORS RETIRE EARLY”

Scholarly Paths to Retirement Success

Retirement Savings Plan with
University Wealth Advisor PLLC.

We’re Proud to be Working with these Fine Institutions:

We’re Proud to be Working with these Fine Institutions:

PURSUE THE RETIREMENT YOU DESIRE.

PURSUE THE RETIREMENT YOU DESIRE.

University Professors

Want to improve your university retirement plans?

Let us put together an IEP “Investment Education Plan” for your retirement.

University Wealth Advisor

Why work with University Wealth Advisor? Dave understands the retirement goals of professors. In his latest book, “Professors Retire Early”, Dave talks about why university employees need specific financial advice.

Academic Advisors

University retirement plan’s have many options to improve your retirement. Are you taking advantage of them? Are you going to be a part of the 0% tax bracket in retirement? Let us show you how!

University Professors

Want to improve your university retirement plans?

Let us put together an IEP “Investment Education Plan” for your retirement.

University Wealth Advisor

Why work with University Wealth Advisor? Dave understands the retirement goals of professors. In his latest book, “Professors Retire Early”, Dave talks about why university employees need specific financial advice.

Academic Advisors

University retirement plan’s have many options to improve your retirement. Are you taking advantage of them? Are you going to be a part of the 0% tax bracket in retirement? Let us show you how!

Do Your Mutual Funds “Talk” To Each Other?

They Should…

Say one mutual fund is selling Apple while another is buying Apple.

Inefficient. Costing you $$$.

It’s called overlap and happens ALL THE TIME. Eliminate overlap and have tons more fun at retirement.

Do Your Mutual Funds “Talk” To Each Other?

They Should…

Say one mutual fund is selling Apple while another is buying Apple.

Inefficient. Costing you $$$.

It’s called overlap and happens ALL THE TIME. Eliminate overlap and have tons more fun at retirement.

The “University Wealth Advisor” likes an approach called Free Market Investment Strategy that is based on sixty years of Nobel Prize winning research.

Free Market Portfolio Theory is the synthesis of three academic principles:
Efficient Market Hypothesis  |  Modern Portfolio Theory  |  The Three-Factor Method

Together these concepts form a powerful, disciplined and diversified approach to investing. The result is globally diversified portfolios including over 32,000 equities spread across forty-two countries, designed and engineered to capture market rates of return over specific time horizons. This approach will help the investor achieve true investment “peace of mind.”