I first learned about The Wealth Advisory through a pitch on the wealthdaily.com website, where a guy named Jason Williams was talking about an “electric glass” stock.
It turned out to be a reference to solid-state battery technology and the presentation prompted me to check out The Wealth Advisory service for $99, which is where Jason reveals his stock picks.
Anyway, long story short, I decided to take a closer look at this service to see if it was the real deal or not. And in this post, I’ll show you what I found.
Overview of The Wealth Advisory
The Wealth Advisory is an investment advisory service published by Angel Publishing that’s focussed on long-term growth stocks and generating passive income.
This core focus of income AND growth is one of the main things that sets this service apart from many others I’ve looked into, because most services are generally focused on one or the other.
These are just some recent examples of other services I’ve looked into.
But my point is…
I don’t often come across a service that focuses on both income (in the form of dividend stocks) and growth (from things like emerging tech stocks), at the same time.
Which is essentially what The Wealth Advisory service is about. It caters to both the “risk takers” who want stocks with high upside potential, and “conservative” investors who want income.
Incase you’re unfamiliar with dividends… these are just payments made by publicly traded companies to shareholders throughout the year. And how much you can earn depends on the percentage dividend the company pays, and the value of the shares you own.
For example, if you own $100,000 worth of shares in company XYZ, and they pay an annual dividend of 5%, you’d earn $5,000 for the year.
And in the case of the Wealth Advisory service, their aim is to help subscribers earn dividends, while also recommending stocks they believe will go up in price over the long term.
Because according to the Angel Publishing website, that’s the secret to wealth.
The real secret to building wealth is to uncover stocks that will grow both their share prices and their dividends each and every year.
Sounds good… but does the service live up to this?
Well, the only way to answer that properly is to look at their past performance.
So I spent some time looking into the track record of The Wealth Advisory service and Angel Publishing LLC (thecompany behind it), to see what I could find.
And unfortunately there doesn’t appear to be a dedicated page that shows you the historical track record of the service. At least, not one that’s publicly available.
However, they do disclose some of their winning stock picks on the order page. And based on that, here are the top 10 stocks they say they’ve recommended as part of the service:
- 1,192% on Twilio Inc (tech company)
- 930% on Innovative Industrial Properties (REIT)
- 472% on Maxar Technologies (tech company)
- 328% on Omega Healthcare Investors Inc. (REIT)
- 327% on CoreSite (REIT)
- 324% on Bank of America (finance)
- 247% on Invitae Corp (healthcare)
- 234% on Chewy (pet food retailer)
- 234% on Teladoc (healthcare)
- 204% on StoneCo Ltd. (fintech)
To be clear, those may not be the top 10 stocks they’ve ever recommended. These are just the top 10 picks out of the ones I could find. They could have recommended way higher returning stocks over the years, just as they may well have recommended stocks that have lost money.
So, my point here is that the above is not a particularly accurate gauge of what to expect, it’s more just the “highlight reel.”
In any case, according to the Wealth Daily website, one of the main editors behind the Wealth Advisory service, Briton Ryle, is averaging 42% gains:
Today, his Wealth Advisory portfolio is averaging 42% gainsSource: wealthdaily.com/editors/briton-ryle
Which, in my humble opinion, is still pretty good.
Especially considering many of these could be income-generating stocks.
What types of companies do they recommend?
The types of stocks they recommend seem to be quite heavily allocated towards technology, but they do seem to have a fairly balanced set of recommendations.
Aside from tech, the companies they recommend range from healthcare, pets and insurance, to commodities, lawn and garden care and Real Estate Investment Trusts (REITs).
So, even though they’re focussed mainly on technology companies, they do recommend a variety of companies within different industries, and incorporate different types of investing strategies, which may suit those seeking a more balanced portfolio.
How Does The Wealth Advisory Work?
The Wealth Advisory service is setup to help self-directed investors build wealth through the stock market. As a subscriber, the main idea is to read the monthly newsletters, learn from them, and decide if you want to follow the recommendations using your own brokerage account.
How much does it cost?
It does depend on which page you join through, but the cost of getting started is either $99 OR $249 for 12 months, which gives you access to the monthly issues, model portfolio, updates, alerts and some bonus reports depending on which page you join through.
Either way, the main benefit of the service is the monthly issues of the newsletter, because each new issue gives you a new recommendation and the details behind why it’s being recommended.
But the model portfolio can be a good way to get started right away, and the updates and alerts help keep you informed about what’s happening with those recommendations.
The bonus reports are basically “featured opportunities” where you learn all about an investment that Briton Ryle and/or Jason Williams are currently recommending. Along with the details on what price they suggest getting in at and so forth.
What reports do you get?
As of writing, the following two bonus reports are given to those who subscribe through either the Angel Publishing website or Wealth Daily website:
- The Ultimate Retirement Cheat Sheet
- Make Massive Gains From the 5G Tollbooth
However, if you join through the Wealth Daily website for $99, you get an extra report titled “Prime Profits: How Everyday Investors Can Piggyback on Amazon’s Record Sales.”
Or if you join through the Angel Publishing website for $249, you get a report titled “How To Get in on the Ground Floor of the Multitrillion-Dollar Electric Glass Revolution.”
It’s a little confusing, I know, but hopefully that clarifies things a bit. Basically it just depends on where you join as to how much you pay and what bonuses you get.
It’s actually quite common for financial publishing companies to run different promotions for the same service, I see this all the time so I guess I’ve gotten used to it.
At the same time, however, I am unsure why they offer the same service on two totally different sites. That part is not something I see often, and I have no idea why they do that.
Here are the two sites the Wealth Advisory service is listed on:
Also, it wasn’t exactly clear who was running the service at first, because there are three different people involved, and two of these are listed as the Managing Editor.
I did some digging though, and I think I’ve figured it out…
Recommended: Go here to see my #1 rated stock advisory of 2023
Who’s Behind The Wealth Advisory?
The company behind The Wealth Advisory service is called Angel Publishing, and from what I can see there are two main people behind the service – Briton Ryle and Jason Williams.
The site does mention a third person, Brian Hicks, but it’s unclear whether or not he’s still involved, or if that’s just outdated marketing on their website. Either way, in this section, we’ll take a closer look at who’s behind this service, starting with the company itself.
Angel Publishing, LLC
Angel Publishing is a financial publishing company based in Baltimore, Maryland that publishes a variety of popular investing and trading advisories.
Angel Publishing examines and provides ideas and strategies for our readers on finance, markets, human nature, and obscure financial trends. Whether core ideas about markets, capital and wealth building, or frank discussion on health, culture, travel and the world, our philosophy is one of limited government, free markets, unrestricted freedom of speech and thought, and a celebration and defense of individual liberty.
That’s quite a mouthful lol…
But from my understanding, their philosophy seems to revolve around Austrian Economics, which embraces concepts like free markets, personal liberty, and sound money.
Some of their more popular services include Keith Kohl’s Technology and Opportunity, Jeff Siegel’s Green Chip Stocks, and the service we’re looking at now, The Wealth Advisory.
But they publish 15 paid advisory services in total, as well as a free email newsletter called Wealth Daily that provides moneymaking insights and opinions, which started in 2005. So there’s something to suit a wide range of investors with different preferences and goals.
Who founded Angel Publishing?
It’s not exactly clear who started the company, or when, but based on my research, it seems as though the company may have been founded by Jason Freiert, who’s the current CEO.
When was it founded?
So I’m not exactly sure who founded the company or when. But Jason Freiert is the CEO, and according to his LinkedIn profile, he’s been running the company since 2014 and has a background in media, finance and computer science.
Is the company legit?
I am yet to find a single financial publishing company that doesn’t have complaints about them, and this one is no different, but that doesn’t make it a scam.
To have been in business for roughly twenty years (in this industry), as they have, leads me to think they must be doing something right.
Briton Ryle is listed as the managing editor of the Wealth Advisory service on his profile page on the Angel Publishing website, and he’s also listed as the Investment Director on the order page for the service (angelnexus.com/o/op/321946).
Either way, he’s one of the main contributors of the service.
According to the Wealth Daily website, which seems to be the most updated version of his profile, he is a 20 year veteran of the newsletter business. Which means he was likely around when the service very first began.
Aside from The Wealth Advisory, he also manages another service called Real Income Trader which is all about using options to generate income.
What’s his track record like?
The Wealth Daily site says he successfully navigated the dot-com bubble, housing collapse, and financial crisis in 2008, recommended Petrochina at $20 a share before it almost 10X’ed, and that his Wealth Advisory portfolio recommendations are averaging 42% gains.
So his recommendations seem to be doing really well overall.
Jason Williams is a regular contriubutor of The Wealth Advisory, he co-authors the monthly newsletters and is at the center of some of their most recent promotions.
For example, he’s featured in the “Electric Glass” promotion which was launched in early 2021 to promote the Wealth Advisory service, and it’s about solid-state batteries.
As a side note, this reminded me a lot of a recent presentation by Luke Lango about the same thing, but it looks like they are recommending different stocks.
In any case, according to the Wealth Daily website, Jason Williams has extensive experience in the world of finance, investing and business.
After obtaining his Bachelor of Science, the site says he went on to work for the U.S. military designing complex projects, before moving onto work for Morgan Stanley as an investment banking analyst.
Jason also did post-graduate work at Harvard Business School and founded a pre-IPO investment advisory service called Main Street Ventures. Which is all about angel investing, or betting on early-stage companies before they do an Initial Public Offering (IPO).
Brian Hicks is also listed as the Managing Editor of The Wealth Advisory service on the company website. However, based on my research, it seems unclear whether that’s still the case.
In any case, Brian has two decades of experience in the investing world. The website says he prides himself for being ahead of the trend and mentions disruptive technologies he’s covered like hydraulic fracking, robotics and biotech.
He has also co-authored a popular book called “Profit from the Peak: The End of Oil and the Greatest Investment Event of the Century” and has been featured on Bloomberg, Fox News and CNBC over the years.
The website doesn’t mention any specific examples of stocks he’s recommended, but he does seem to have a knack for getting in front of emerging trends, which is what the Wealth Advisory service is all about. And it’s clear he’s a real investing expert with plenty of experience.
Is The Wealth Advisory Legit?
The Wealth Advisory is run by investing gurus who’ve collectively been sharing their insights for decades, and it’s backed by a real financial publishing company. What’s more, according to the Angel Publishing website, there’s a 180-day refund policy in place.
I’m not a member of this service, but based on everything I’ve seen, I don’t believe it’s a scam. However, that doesn’t mean you should rush out and join expecting to get rich overnight. Because there are no guarantees you’ll make money with this service.
No service can guarantee you results. Because there are too many unknowns and variables to consider to promise anyone they’ll make money.
Some stocks the service recommends might do well, and others might not.
That’s just the nature of investing.
Also, keep in mind that the service is set to auto-renew, which can sometimes catch people off-guard. In fact, I have found this to be one of the main complaints among stock advisory services – people not realizing they’ve agreed to join something on a recurring basis.
In this case, the company does explain the auto-renewal on the order page, but not everyone reads that part, so it’s something to keep in mind if you do decide to join.
The Wealth Advisory, published by Angel Publishing, is all about helping you earn consistent income through things like stock dividends while also helping you increase the value of your portfolio through stock recommendations, particularly related to emerging tech.
It’s an interesting service and could be worthwhile if you like the idea of investing in tech stocks with potentially high upside while also investing for dividend income.
As with anything, though, it’s always important to do your own due diligence before deciding if something is right for you. Because what’s right for one person may not suit another.
Either way, I hope you found this helpful. And if you’d like to share your thoughts or experience with The Wealth Advisory, feel free to comment below.