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Collaboration of Unique Skills for Unique Needs

Our Services

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Case Studies

Our Case Studies highlight real success stories and outcomes from our clients. They demonstrate our team's skill in offering customized financial advice for diverse needs in the areas of investing, tax, and managing risk.

 

Explore these examples to see how we've been able to help our clients and for ideas as to how we may be able to help you.

TAX-ADVANTAGED
ALTS

TAX-ADVANTAGED
ALTS

DOWNSIDE RISK
PROTECTION

DOWNSIDE RISK 
PROTECTION

EXIT
PLANNING 1

EXIT 
PLANNING 1

EXIT
PLANNING 2

EXIT
PLANNING 2

Check The Background of your Financial Professional on
FINRA's BrokerCheck 

Shaun Eck is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Quantus Group LLC. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

 

Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies. 

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