All-In-One Advisory Model

 

ALL-IN-ONE E-2 VISA ADVISORY MODEL

Before Wealthlet, there did not exist such an E-2 Visa advisory firm that offered an all-in-one advisory model covering the E-2 Visa process from start to finish. This changed in early 2016 when Wealthlet was formed directly as a response to the lack of a comprehensive advisory solution for E-2 Visa investors. Wealthlet’s advisory model - also known as the E-2 Visa in a box - includes services from all professionals to create a completed E-2 Visa application and a strong business foundation. E-2 Visa investors do not stress when they choose Wealthlet because Wealthlet handles all the tasks for E-2 Visa investors with a full team of professionals.

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“Who could create the stronger E-2 Visa application: one immigration attorney or a full team of E-2 Visa professionals that includes the immigration attorney? Who could create the stronger business foundation: an immigration attorney or a Registered Investment Adviser?”

Wealthlet’s all-in-one advisory model structurally delivers a stronger E-2 Visa application and a stronger E-2 business foundation. As a testament to the strength of our advisory model, Wealthlet holds a 100% approval rate across all E-2 Visa principal investor applications.

ALL-IN-ONE SCOPE OF SERVICES

  • Providing all legal and immigration advice and counsel

  • Reviewing your previous (non)immigrant applications

  • Consulting your financial, immigration and personal goals

  • Gathering and processing your personal and financial data

  • Documenting your source of funds and flow of funds

  • Analyzing and recommending suitable E-2 investments

  • Gathering and processing your visa and travel paperwork

  • Gathering and processing your financial paperwork

  • Documenting your education, credentials, and certifications

  • Advising you on your business's corporate structure

  • Obtaining your business's corporate documents

  • Negotiating your business's purchase/ franchise agreement

  • Developing all your business documents (plan, lease, etc.)

  • Applying and obtaining a Federal EIN on your behalf

  • Completing your 1-129 (U.S.) or your DS-160 (Consulate)

  • Completing and filing your full E-2 application case

  • Responding to any and all Request for Evidence (RFE)

  • Preparing you for your consulate interview (if applicable)

  • Managing and executing your business formation

  • Creating, monitoring, and protecting your escrowed funds

  • Incorporating your business and obtaining legal paperwork

  • Obtaining and securing all possible business permits

  • Representing you in your business/ franchise acquisition

  • Strategizing and advising you on your business operations

  • Sourcing and securing vendor agreements for your business

  • Guiding you through all stages of business formation

  • Monitoring your business bank accounts and transactions

  • Advising you on all necessary certification requirements

  • Analyzing and recommending suitable commercial leases

  • Representing you during the lease acquisition process

  • Advising you on business capitalization and financing

  • Securing and tailoring your commercial lease agreement

  • Consulting you on your business strategy and growth

  • Developing detailed financial projection and market research

  • Writing your comprehensive 30-50 page business plan

  • And all other services until you obtain your E-2 visa!