Welcome to Speciale Wealth Management

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At Speciale Wealth Management, we are committed to identifying and capitalizing on exceptional opportunities in the ever-evolving investment landscape. With a focus on short-term double digit returns, long-term value creation, providing discerning investors with access to a professionally and active wealth management,  designed to deliver growth and performance.  The fact of the matter is the average investor can't bring enough to the table for a large fund to entertain working with.

 

Investment Opportunity

 

At Speciale Wealth Management we are open to qualified investors ready to commit to a minimum investment of $1 million dollars. This investment is subject to a minimum 12-month lock-in period, ensuring that the fund can effectively manage its portfolio without disruptions and to ultimately optimize returns.

 

Whether you’re a seasoned investor or looking to diversify your portfolio with exposure to active wealth management, our actively managed fund provides a  transparent and structured framework for participation that all can benefit from.

 

Annual Fee Structure

 

To maintain the highest level of service and align our goals with yours, the Speciale Wealth Management operates on a performance-based fee structure:

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• 3% Management Fee
  This fee is calculated based on the initial investment amount and covers the costs associated with managing the fund, including operational expenses, research, and portfolio management.

• 30% Share of Net Profits
  At the close of each investment cycle, the fund will retain 30% of the net profits generated during the 12-month period. This ensures alignment with investors, as our success is directly tied to the fund’s performance.

 

Profit Disbursements

 

Profit disbursements will be issued annually before at the close of each fiscal year. At that time, investors have the opportunity to:

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1. Reinvest their profits to compound their growth.

2. Adjust their initial investment balance to align with their evolving financial goals.

3. Withdraw their initial investment balance if desired, following the completion of the 12-month lock-in period.

 

Our approach ensures that all decisions are made with full visibility into the fund’s performance, empowering investors with flexibility and confidence.​

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​​​​​​​​​​​​​​​​​Stock Market Average Yearly Return for the Last 50 Years:

The average yearly return of the S&P 500 is 11.621% over the last 50 years, as of the end of June 2025. This assumes dividends are reinvested. Adjusted for inflation, the 50-year average stock market return (including dividends) is 7.682%.

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2025 YTD Q1, Q2 & Q3 (Closed Position) Fund Performance: +53.62%​​​​

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Why Choose Speciale Wealth Management?

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1. Expert Management

 

Our team combines deep industry knowledge, rigorous research, and hands-on experience to identify high-potential opportunities across sectors and geographies.

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2. Alignment of Interests

 

By structuring our fees around performance, we prioritize generating returns for our investors. Your success is our success.

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3. Disciplined Approach

 

With a minimum commitment period, we focus on strategies that maximize value even during short-term market fluctuations.

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4. Transparency and Flexibility

 

Annual disbursements and portfolio updates provide clarity on your investment, enabling informed decision-making every step of the way.

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Getting Started

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Eligibility Requirements

 

To participate in the Speciale Venture Capital Fund, you must:

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• Be an accredited investor.

• Commit a minimum investment of $1 million dollars.

• Agree to a 12-month lock-in period.

 

How to Invest

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1. Schedule a Consultation
   Connect with our team to learn more about our investment strategies and how the fund aligns with your goals.

2. Review and Commit
   Complete the necessary documentation and commit your investment. Our team will guide you through the process step by step.

3. Track Your Investment
   Stay informed with periodic updates, portfolio performance reports, and expert insights from our fund managers.

 

Contact Us

 

We are here to answer your questions and provide more information about the active opportunities at Speciale Wealth Management.

Email: info@specialeanalysis.com
Phone: +1 (973) 277-5455
Location:  187 Changebridge Rd.  Montville, NJ 07045

Take the next step in your investment journey. Partner with Speciale Wealth Management and unlock the active potential of your investment.

 

Risk Disclaimer

 

All investments involve risk, including the potential loss of principal. Speciale Wealth Management does not guarantee any level of future performance or return on investment. Fund performance remains contingent upon the short-term market conditions capital assets have been allocated to. Investors should carefully evaluate their financial situation before engaging in an actively managed venture capital fund such as the one we offer our clients.