Strategic Wealth Preservation Review

Strategic Wealth Preservation Review

Disclaimer: We are reader supported.  We may be compensated from the links in this post, if you use products or services based on our expert recommendations. Please read our Advertising Disclosure.

Strategic Wealth Preservation is a top-tier precious metals dealer that also offers storage services in the Cayman Islands of the Caribbean.

With their wealth of expertise, they provide unparalleled support to companies, individual investors, financial advisers, trusts, and more as they buy, sell, or store gold bullion offshore safely and securely.

Before we get started with this review:

We understand how difficult it is to pick a company that you can trust with your hard earned savings.  That's why we create informative and useful information to give you as much knowledge as possible to make the right decision.

We created a list of our highest recommended investment companies, to make comparing and choosing the company best suited to your needs as easy as possible.

Look to see if Strategic Wealth Preservation was selected to our "highest recommendation" list this year!

Or...

Get a FREE Gold Investing Kit from our #1 recommendation, by clicking the button below:

Protect Your Savings - Tax and Penalty Free!

About Strategic Wealth Preservation (SWP)


swp homepage

In 2015, an accomplished salesperson, marketer, and consultant, Mark Yaxley, moved to the Cayman Islands, where he aided in establishing SWP. His expertise in the precious metal business is unmatched.

Mark began working with gold and silver back in 2006, serving as Kitco Metals' product marketing manager until 2013.

During his time there, he majored in bullion sales, storage solutions, global logistics, and registering precious metal investment accounts like IRAs and RRSPs.  

With ten years of field experience, Mark decided to co-start a company that caters to all customers, ranging from individuals to financial institutions, seeking to invest or store wealth outside the USA.

However, SWP still partners with major American precious metal companies to create a vast and liquid two-way market for buying and selling without incurring high costs.

Interestingly enough, even though it is located in another jurisdiction, the Internal Revenue Service approved the company to create gold IRA retirement accounts for American citizens and residents.

Moreover, they are also an officially approved distributor for the Royal Mint of the United Kingdom and a vendor for a few London Bullion Market Association (LBMA) and COMEX-certified refineries. 

The company storage is a Class III UL-rated, fully insured vault in the Cayman Islands. The largest off-grid, solar-powered commercial building in the Caribbean, the award-winning CTC Cayman Technology Center houses SWP.

Strategic Wealth Preservation Cayman Team


Mark Yaxley - Mark is the SWP Managing Director, as well as the chief trader. He is also a professional gold and silver broker with ten years of field experience. 

Jeff Clark - Jeff is a well-known author, speaker, and analyst in the precious metals sector. He comes from a family that owns gold mines in Arizona, California, and Nevada.

On top of that, he studied economics under Doug Casey, Sir John Templeton, and Harry Schulz of the Austrian School. 

Jeff Clark started his career creating enterprises throughout the Cayman Islands. He then spent a decade writing weekly pieces about how investors can limit government intrusion on their wealth and business.

His passion for writing continues to date with regular contributions to Casey Research's publication.

Shayne Howe - Shayne is the advisory board member of Strategic Wealth Preservation. He is also the managing director of Phoenix Group, a residential and commercial development firm in the Cayman Islands.

He previously served as the chairman of the Steering Committee for the Future of the Cayman Islands. Shayne is also a member of the Cayman Crime Stoppers Board.

Services Offered by SWP Cayman


information about swp's ira
  • Bullion Acquisition

Investors can purchase pure gold, silver, palladium, and platinum bullion from well-known refineries and mints all over the world through SWP. The company delivers any amount their client buys to their doorstep.

  • Bullion Storage

Investors looking to store gold, silver, or other precious metals securely offshore can do so through SWP's Class III-rated vault located in Grand Cayman. It is a highly secure facility that offers insurance and protection against theft or damage.

Plus, they offer their clients competitive storage rates.

  • Precious Metals IRA Accounts

SWP is the only company approved by the IRS to create physical gold IRAs for American citizens and residents outside the USA. 

This allows those investors to diversify their retirement savings into hard assets like bullion - both physical and paper-backed investments are allowed - without being taxed on capital gains until withdrawal time.

  • Gold or Silver Conversion & Liquidation

When the time comes to liquidate gold or silver, SWP provides a safe and secure two-way market for their clients. This means no extra fees or commissions when buying or selling precious metals.

  • Financial Consultancy Services

SWP also offers financial consulting services for those looking to invest in the precious metals sector outside of the USA. Their experienced staff can help guide investors on where, how, and when to buy and sell assets with minimal fees and maximum returns.

How Strategic Wealth Preservation Cayman Works


An investor interested in working with SWP can do so by completing an application form available on the company's website. On the homepage, there's an "open account" button they can click for a set of instructions on how to complete the form.

An investor will be asked to either open a business, joint, individual, or trust account. If there are any challenges during this process, they can contact the customer service team for assistance.

Once the application is approved, the investor can start buying precious metals immediately. Regardless of the investor's account type, they will receive assistance in every step of the acquisition process.

Additionally, SWP can help you sell precious metals at reasonable profitable prices to one or more of their market makers. 

After the acquisition, SWP will deliver the investor's metals or store them for them. While in their facility, clients retain direct and complete legal ownership of the metals and can access them whenever they want.

It's worth noting that SWP has no wealth reporting obligation to the Cayman Islands government or any other foreign tax authority.

It is a privately owned and operated business classified as an Active Non-Financial Foreign Entity under the US-Cayman Islands Model I intergovernmental Agreement.

However, investors should check the laws of their own country to ensure compliance with any applicable tax regulations. 

If an investor needs to inspect their precious metals, a 24-hour notice through a simple phone call or email is all that's needed. SWP will then prepare the customer's precious metals and notify them when they're ready for inspection or pick-up.

Benefits of Working with SWP


Strategic Wealth Preservation takes pride in providing top-notch customer service before and after the sale. They are available via phone or email to answer any questions or concerns that clients may have about the process at hand.

Their website is also packed with helpful resources like live prices for precious metals, educational materials about investing safely offshore, and tutorials showing how to open an account with SWP.

SWP also makes sure to keep up with all the relevant regulations, including KYC (Know Your Customer) and AML (Anti-Money Laundering). All transactions are secured by two-factor authentication for extra protection.

Furthermore, all customer data is encrypted with 256-bit AES encryption for added security. 

SWP's fees are competitive and transparent. Their clients pay just a single fee for their services, and there are no hidden or additional costs. This means that the investor can see exactly how much they're spending without any surprises.

Investors can purchase precious metals through bank wire, automated clearing house networks, or using cryptocurrencies like Bitcoin, Ethereum, and USDC. Clients with bank accounts in the Cayman Islands can also pay for their orders through bank transfer.

SWP allows investors to choose from other jurisdictions near the Cayman Islands, like Switzerland, Singapore, and Lichtenstein storage facilities. This makes it convenient when making investments and managing wealth.

Finally, SWP ensures its precious metal shipment through the world's leading specialty insurer, the Lloyd's of London. This means if anything were to happen to their clients' assets during transportation, they are guaranteed appropriate compensation.

Considerations When Investing in Precious Metals


Investors must first understand how gold and other precious metals can help them. Most people get into the market to diversify their investment portfolio.

Owning stocks, hard cash, and mutual funds isn't enough to achieve true financial safety; precious metals help to complement these investments and provide extra protection in the event of market fluctuations or other financial issues.

It's important to understand the basics of investing in gold before getting started. For instance, investors should familiarize themselves with spot prices, futures contracts, and margin trading.

They should also do their research on the different forms of gold (e.g., coins, rounds, bars) and determine which is best suited for their needs.  Additionally, investors should be aware of the risks involved when investing in precious metals.

Prices can fluctuate from time to time and it's important to know the level of risk one is willing to take with their investments. It's also essential to have a sound financial plan for long-term success in precious metals trading.

Lastly, working with a trusted partner like SWP can help ensure an individual has a safe and successful experience when buying or selling precious metals.

Their team of professionals will provide comprehensive guidance and support throughout the process. If any investor encounters any difficulties or challenges during this process, they can contact the customer service team for assistance.

SWP Frequently Asked Questions


What is the minimum precious metal storage amount? 

There are no minimum storage balance requirements; however, clients must pay at least $50 in storage fees every three months. This begins to apply immediately after they successfully create an account.

Can I speak with somebody about my investments?  

Yes. Customers can speak with a qualified advisor or investment specialist who can answer any questions they may have about their investments. The customer service team is available 24 hours a day, seven days a week, via email and phone.

What if I want to transfer my gold to another location?  

SWP offers multiple storage options, including offshore banks, vaults, and other reputable locations. Transferring assets between these locations is free of charge for SWP clients.

However, it's important to note that the process can take several weeks, depending on individual circumstances.

I am not seeing the product I want to buy; what can I do?  

SWP has access to nearly all products available on the market today. Investors can simply reach out via phone or email, and SWP will help them find their preferred product, order it for them and store or deliver it to their doorstep.

Conclusion

Purchasing gold or silver can be a daunting task for any investor. That is why it's important to work with an experienced team that understands the industry and provides great customer service.

Strategic Wealth Preservation Cayman provides just that - a safe, transparent, and convenient way to buy, store, and sell precious metals without sacrificing returns or security. 

An investor looking to make intelligent investments should consider working with them.

Strategic Wealth Preservation is a decent company for offshore storage of precious metals, they are not a scam, but we do not recommend them to investors that want to protect their savings with a precious metals IRA, there are much better companies to work with, that is why we created our Top Gold IRA Companies list.

You can get a Free Gold Investors Guide from our top gold and precious metals company recommendation by clicking the link above or you can read our article of the top companies we reviewed this year:

>> CLICK HERE to read our list of the Top Gold IRA Companies. <<

Or, if you like what you have read about Strategic Wealth Preservation, you can go to their website below: