VON ADELUNG WEALTH MANAGEMENT, INC.
LARGO, FLORIDA

Who we are von Adelung Wealth Management was formed in 2005. Gray von Adelung has prepared and delivered a little over 300 hundred personal financial plans in the last 15 years. OUR MISSION Our mission is to create wealth for our clients by eliminating client debt and increasing wealth and cash flow. We meet with our clients every quarter and do an in-depth financial review. We review your savings, income, taxes, portfolio, estate planning. Our goal is to make sure your net worth is increasing! In February 2017 a survey by an *independent company was done on our current clients (selected at random). Below are the top answers to the question: “What do you like the most about von Adelung Wealth Management?” The contents of this website are intended for informational purposes only, not intended as a recommendation to buy or sell. Securities and investment services offered through Western International Securities, Pasadena, CA Member FINRA/SIPC. Von Adelung Wealth Management (VAWM), is separate Registered Investment Adviser Firm, unaffiliated with Western International Securities, Inc. (WIS) or any other third parties referenced herein. There is no form of legal partnership, agency affiliation, or similar relationship between WIS and VAWM, nor is such a relationship created or implied by the information herein. Von Adelung Wealth Management does not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor. Links to third-party websites are provided for your convenience and information purposes only. Von Adelung Wealth Management shall not be responsible for any materials, information, or content contained on third-party websites. Investment, insurance and annuity products offered through von Adelung Wealth Management are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY von Adelung Wealth Management's mission is to create wealth for our clients by eliminating client debt and increasing wealth as well as cash flow. At von Adelung Wealth Management we take a different approach to insurance. We believe that insurance should bring you peace of mind, not a financial burden. There are many types of insurance each with many options and benefits. The most well-known are medical and life insurance. Often an insurance company may try to sell the product that is best for them, not necessarily the best for you. We then work with you in deciding which products will fit your needs. On this we differ from most. We also keep in mind the bigger goal of achieving financial independence. Health insurance is a tool used to provide income against loss due to illness or bodily injury. It can be purchased directly by an individual, or it may be provided through a group plan. BUSINESS INSURANCE Business Overhead Expense Insurance provides coverage in case the owner of a business is disabled. It will pay his/her operating expenses during the period of disability so the business can continue to function. At von Adelung Wealth Management we work with you to achieve your goals for retirement. As a business owner you want to most efficient plan for your personal situation and monitor the plan yearly for the largest tax deduction. We want to make sure you have the right plan that you can fund on a yearly basis based on your business cash flow and retirement objectives. Retirement analysis is a unique service that determines if you are ready for retirement financially and then helps you take the financial steps needed right now. From investing capital that generates ongoing income to purchasing the ideal home, ideal retirement doesn’t just happen needs to be thoroughly planned and managed. That is what we are here for, to help you each step of the way. From Portfolio management to retirement planning, insurance services and wealth management, at von Adelung Wealth Management we help individuals reach their financial dreams. Financial Planning is indispensable for families, College funds, retirement management and the unexpected expense. Looking out for your family future is what we are here for. Business Owners As a business owner you need a solvency and financial expert on your side. Our Financial planning gives you the prediction and peace of mind you need to concentrate on running your business. von Adelung Wealth Management Securities offered through Western International Securities, Inc. - Member FINRA/SIPC. Investment services offered through Von Adelung Wealth Management. Von Adelung Wealth Management and Western International Securities, Inc. are separate and unaffiliated entities.