We help Business Owners, entrepreneurs & their families access private, institutional grade investments.
We help accredited investors, qualified purchasers, and their families source private investment opportunities in the following areas:
Private Equity
Real Estate
Private Credit & Lending
Structured & Defined Outcomes
Hedge Funds
Who this is for
If you are business owner, or highly compensated professional, you may have some of these challenges:
You want to diversity your portfolio beyond traditional public markets in order to smooth volatility and enhance portfolio performance.
You want to access the same instruments utilized by family offices, university endowments, foundations, and financial institutions.
You are unsure how to invest in, institutional grade private assets due to lack of connections, information, high-fees, and access.
How to learn more
If you are a highly compensated individual or business owner, and you want some help to run your estate like an institution, then schedule a free discovery call with our team.
Schedule a call using the calendar below and we can get to know one another - your business, your situation, your goals and see if working with each other would be a good fit.
Disclaimer: When considering alternative investments, including hedge funds, you should consider various risks including the fact that some alternative investment products: often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as other registered products, can charge high fees, and in many cases the underlying investments are not transparent and are known only to the investment manager. Certain Alternative products may only be offered to accredited investors or qualified purchasers as described by the Securities Act of 1933. Investors should carefully consider the investment objectives, risks, charges and expenses of any Alternative products before investing. This and other important information is contained in the prospectus or other related offering memorandum.
We help Business Owners, entrepreneurs & their families access private, institutional grade investments.
We help accredited investors, qualified purchasers, and their families source private investment opportunities in the following areas:
Private Equity
Real Estate
Private Credit & Lending
Structured & Defined Outcomes
Hedge Funds
Collectibles
Who this is for
If you are business owner, or highly compensated professional, you may have some of these challenges:
You want to diversity your portfolio beyond traditional public markets in order to smooth volatility and enhance portfolio performance.
You want to access the same instruments utilized by family offices, university endowments, foundations, and financial institutions.
You are unsure how to invest in, institutional grade private assets due to lack of connections, information, high-fees, and access.
How to learn more
If you are a highly compensated individual or business owner, and you want some help to run your estate like an institution, then schedule a free discovery call with our team.
Schedule a call using the calendar below and we can get to know one another - your business, your situation, your goals and see if working with each other would be a good fit.
Disclaimer: When considering alternative investments, including hedge funds, you should consider various risks including the fact that some alternative investment products: often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as other registered products, can charge high fees, and in many cases the underlying investments are not transparent and are known only to the investment manager. Certain Alternative products may only be offered to accredited investors or qualified purchasers as described by the Securities Act of 1933. Investors should carefully consider the investment objectives, risks, charges and expenses of any Alternative products before investing. This and other important information is contained in the prospectus or other related offering memorandum.
Kolden Wealth, LLC is an Investment Advisor Representative of RPg Family Wealth Advisory, LLC, providing virtual investment advisory and financial planning services to clients nationwide. RPg Family Wealth Advisory, LLC ("FWA") is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill, or training. No content contained herein should be construed as a direct or indirect offer of investment advisory services from Kolden Wealth. The planning information and concepts provided are general in nature, are provided for educational and informational purposes only, and should not be construed as legal, tax, or investment advice. No person should assume that the publication of any of this material serves as the receipt of, or a substitute for, personalized advice from Kolden Wealth, or from any other investment professional. Individuals should not use the content herein as the sole basis for any investment, planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced herein. All expressions of opinion reflect the judgment of the individual as of the date of publication and are subject to change. All planning and investment strategies have the potential for profit or loss, and different planning strategies, investments, and types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific plan, investment, or investment strategy, including those discussed herein, will be profitable or equal any historical or anticipated performance level. Past performance does not guarantee future results.