Crafted Portfolios

Everyone could use a little help now and then, with WealthVisor™, that help becomes the backbone of your financial future. After your account is setup, we will match you with a few recommended strategies to help build out your investment plan. We ensure each client portfolio has been expertly crafted and maintained by our investment professionals, but don’t worry because you can always edit them with different securities to better execute your investment objectives.

With each portfolio, we take into account your specific risk level, investment range, and other key factors to design a smart strategy for you. Keep scrolling and hover over our charts to see how we divide assets to help multiply your goals faster using some of our various pre-designed portfolio solutions.



The Maverick Portfolio is built for the independent investor that has extensive experience and a large amount of capital with a higher income range. There is a balance between all asset classes, but the portfolio has a bigger emphasis on derivatives and equities. Time horizons on investments can be 1-10 years. The goal of The Maverick Portfolio is to produce high-risk large compound returns based on extensive knowledge, experience, and tolerance.

The only way forward is with a plan.

Gain insight into your financial horizon now.