Master the Art of Building & Protecting Wealth Outside Wall Street
Learn how to legally move retirement funds into private, tangible assets like gold, real estate, and private ventures — and set up your own wealth vault from scratch.
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Lesson 1: Why Wall Street Isn’t Built for You
Explore how traditional retirement systems create hidden risks and why relying solely on Wall Street can leave your wealth exposed.
Explore how traditional retirement systems create hidden risks and why relying solely on Wall Street can leave your wealth exposed.
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Lesson 2: The Alternative Asset Advantage
Discover why tangible assets like gold, real estate, and private lending have outperformed in uncertain times. We’ll cover their historic track records and why they hold their value when paper assets struggle.
Discover why tangible assets like gold, real estate, and private lending have outperformed in uncertain times. We’ll cover their historic track records and why they hold their value when paper assets struggle.
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Lesson 1: Understanding Self-Directed IRAs
Learn what makes a Self-Directed IRA different from a standard IRA or 401(k), and how it opens the door to investing in real assets without triggering taxes or penalties.
Learn what makes a Self-Directed IRA different from a standard IRA or 401(k), and how it opens the door to investing in real assets without triggering taxes or penalties.
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Lesson 2: Choosing the Right Custodian
We’ll walk through the key factors in selecting an SDIRA custodian, the fees to watch out for, and the red flags that could slow down your investment process.
We’ll walk through the key factors in selecting an SDIRA custodian, the fees to watch out for, and the red flags that could slow down your investment process.
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Introducing your expert guide
This course was built to give you the clarity and confidence to take control of your financial future. Inside, you’ll be guided step-by-step through the exact process our clients use to move beyond Wall Street and into assets that offer privacy, control, and long-term stability.
Whether you’re starting fresh or looking to strengthen what you’ve already built, the lessons ahead will give you the tools, strategies, and perspective to protect and grow your wealth for decades to come. Consider this your roadmap — and your push — to build a vault that works for you, not the system.
Request Your Vault Wealth Blueprint
Take the first step toward securing and growing your wealth outside of Wall Street. Your Vault Wealth Blueprint is a personalized outline showing exactly how you can structure a compliant, tax-advantaged vault built around your goals, timeline, and preferred asset strategy.
Complete the form below, and a Vault Wealth Group strategist will connect with you to review your options and guide you through the next steps.
FAQs
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Private Vault Structuring is our process of creating SDIRA-compatible LLCs — “vaults” — that give you direct control, privacy, and diversification outside traditional Wall Street markets. Each vault can hold alternative assets such as precious metals, real estate, private business interests, or approved lending strategies.
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Unlike brokerage or bank accounts, a Private Vault is a legal entity that you own and control. It allows you to hold and manage alternative assets within the IRS rules for self-directed retirement accounts, giving you flexibility that traditional accounts simply don’t offer.
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Yes. Most of our clients fund their vaults using qualified retirement accounts rolled into a Self-Directed IRA (SDIRA). We coordinate directly with your custodian to ensure all transfers and structuring are compliant.
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When structured properly, vault strategies may allow gains, rental income, or interest earned within the vault to grow tax-deferred or tax-free, depending on your account type. In addition, your one-time structuring fee may qualify as a business expense.*
Always consult with your tax advisor to determine how these benefits may apply to your situation.