Acquire a deeper understanding of the Marketing Systems, Technology tools and Investment Manager strategies offered through Wealth Watch Advisors. We’re confident you will leave fully equipped for explosive growth in your business!
Marketing Systems
  • Virtual Apex Advisor is hands down the most successful Virtual Marketing Program in the country today. Learn how to master this untapped market with founder, Al Caicedo and hear first-hand from advisors who have 10x’d their business with his system.
  • ​401k Optimizer allows you to become the trusted advisor on existing 401k accounts and position yourself for Rollover Heaven in the future.
  • Association of Financial Consultants (AFC), a non-profit financial education organization that offers you greatly reduced direct mail rates in conjunction with our highly effective Social Security program through Tim Dern.
  • Retire Me Right, our proprietary Retirement Education Class program that puts you in front of high net-worth clients who pay a tuition to attend.
  • The Advisor Lab, a complete 401(k) prospecting, benchmarking and proposal system that gives you the professional tools to capture $5M+ 401(k) accounts.
  • ​BenchmarkMyPlan.com, our premier provider of pre-set 401(k) appointments at very affordable prices.
  • Snappy Kraken delivers bold, compliant, automated marketing campaigns with 100% regional exclusivity.
We give our agents & advisors access to...
Technology Tools
  • ​WWA Risk Assessment is a simple, user-friendly risk questionnaire system developed by Wealth Watch Advisors that sends, conducts, and tracks assessments with ease.  
  • ​WWA Intake Risk Assessment is our proprietary intake program that makes account creation a breeze.
  • Fusion Elements, a simple to use, but powerful platform used for new accounts, account servicing, trading, billing and client performance reporting.
  • The Wealth Watch App allows our advisors and their clients to easily access account information & performance via a smart phone or tablet device.
  • SmartRIA is a compliance tool used to provide advisors with a central location to view and acknowledge important procedural announcements and compliance training.
  • LifeArc, an easy way to gather client data while staying 100% compliant and interfacing with other software packages. Includes RiskArc, a simple client risk assessment system.
  • TD Ameritrade is our custodian offering a comprehensive trading platform for the management of our clients' assets.
  • Redtail is a feature-rich customizable and highly automated CRM system that will assist you in every aspect of your client relationships.
Investment Solutions
  • Howard Capital Management, superior investment solutions through a tactical, defensive approach using the proprietary HCM Buyline algorithm. HCM also gives us access to Private Wealth Management services for higher net-worth clients.
  • ​Taiber Kosmala, providing portfolios constructed through innovative research, using the proprietary Right Trend algorithm system.
  • First Trust, an industry leader in innovative products with a relentless focus on originality and the needs of financial advisors and their customers.
  • Redwood Investment Management ​offers managed investment solutions for financial advisors and their clients with diverse capabilities in quantitative research, investment strategy construction, and RiskFirst® portfolio management.
  • Brookmont Capital Management specializes in dividend equities and offers two distinct SMA portfolios for our more passive investors.
  • CIM has more than 20 years of experience developing, owning, and operating assets in communities now known as Opportunity Zones. They offer a unique investment option with special tax benefits for Accredited and Qualified clients.
  • Guggenheim Investments focuses on the fixed income needs of our risk-adverse clients.
COUNTDOWN TO MOMENTUM

COUNTDOWN TO MOMENTUM

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Experience a unique blend of luxury and technology that the Resorts World has to offer. During your stay, enjoy unmatched views of the panoramic Las Vegas Strip through the hotel's gorgeous floor-to ceiling windows and spacious outdoor terrace. Savor a variety of award-winning foods and beverages ranging from fine-dining to quick-service venues that include prime steaks, Asian fusion and homemade pastas.

AUGUST 24th, 25th, and 26th

AUGUST 23rd, 24th, and 25th

Wealth Watch is an RIA designed for Advisors who want to experience explosive growth in their individual practice while being connected to a larger, nationwide team of professionals and support staff.

Our Advisors have a focus on providing superior solutions for their clients, and have access to our proven marketing systems designed to affordably put them in front of qualified prospects on a consistent basis. Through simple but powerful technology platforms, Wealth Watch Advisors allows you to spend more time with clients, and not on back-office tasks.

Visit wealthwatchadvisors.com for more information

Visit wealthwatchadvisors.com for more info

THE

Hear from some of the top names in the business. Additional speakers coming soon.

DAVID SHIELDS
CEO- Wealth Watch Advisors

BILL GASTL
COO- Wealth Watch Advisors

VANCE HOWARD
CEO- Howard Capital Management

PHIL KOSMALA
CFA- Co-Founder of Taiber Kosmala, Inc

CASEY EITLER
WWA - Operations Manager

TARYN RAST
WWA - Operations Specialist

PATRICK LYNCH
CEO- Patrick Lynch Financial

AL CAICEDO
CEO- Virtual Apex

RYAN BORER
President- Fusion Capital Management

TIM DERN
CEO - Mana Financial Group, LLC

NICK REILLY
Regional Vice President - GAIG

TIM DANIEL
VP - First Trust

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& RESERVE YOUR SPOT

We've secured an amazing deal on rooms at the Resort world. Book today and join us for another exciting year. We look forward to another unforgettable experience.
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