A Smarter Way to Grow Your Portfolio

If you're like many of our high-performing clients - physicians, executives, or entrepreneurs with $2M+ in investable assets - you're not just looking to grow your wealth. You want it to work for you. But if traditional strategies are leaving you frustrated with mediocre returns and tax inefficiencies, it’s time to look beyond the usual suspects.

Enter: income generation through options trading.

At Full Suite Wealth, we don't just manage portfolios. We design intelligent, income-producing strategies that give you control, tax efficiency, and results that often cover our entire fee within months. Here’s how.

What Is Options Trading for Income?

Options are contracts that give you the right (but not the obligation) to buy or sell a security at a specific price. When used properly, they can be a powerful tool to generate income on assets you already own - without selling them.

Our preferred approach? Selling covered calls and cash-secured puts. These are conservative, income-focused strategies that create cash flow from your existing investments.

Why High-Income Investors Use Options

1. Earn More From What You Already Own

Think of options like “renting out” your stocks. Instead of just sitting in your portfolio collecting minimal dividends, they now earn additional income through premium payments - often monthly.

2. Offset Market Volatility

Market ups and downs don’t stop just because your life is busy. But with options, we can generate consistent income even in sideways or mildly declining markets. This strategy adds a layer of resilience to your portfolio.

3. Tax-Efficient Income Stream

Done right, options income can be more tax-efficient than ordinary dividends or high-frequency trades. It’s one of the few legal ways to add yield without triggering unnecessary tax events.

4. Keeps You in the Driver’s Seat

Unlike dividend-paying ETFs or REITs, options strategies are fully customizable. You maintain control over which assets are used, how much risk you're comfortable with, and when to generate income. No cookie-cutter portfolios here.

Real Results: Making Back Your Fee - Fast

We’ve had clients earn more in two to three months through our options strategies than they pay us in fees for the entire year. That’s not marketing fluff - that’s strategic math. When you're managing millions, even a 1-2% monthly boost is a game-changer.

Why Full Suite Wealth Is Different

Most financial advisors won’t touch options. Too complex. Too risky. But that’s because they don’t know how to manage them properly.

At Full Suite Wealth, we integrate legal, tax, and investment expertise under one roof. That means your income strategy isn’t just optimized for performance - it’s also built to protect your estate and minimize taxes.

Is This Strategy Right for You?

If you’re:

• Sitting on $2M+ in assets but frustrated by low returns
  
• Planning for retirement and want to supplement income without drawing down capital
  
• Curious about smarter, more agile wealth strategies
  

Then income-focused options may be exactly what you’ve been missing.

You’ve worked hard to build your wealth. Isn’t it time your wealth worked just as hard for you?

Let’s talk about how options can add monthly income, reduce risk, and help you grow smarter - not just bigger.