Our Process

Huntington Alternative Wealth was founded with the belief that retirement is changing. We believe that people should not be limited in their investment options as they work towards the retirement they envision for themselves. We’re here to make it safe, simple, and fast for people to take control of their retirement savings.

Gold IRA 3-STEP PROCESS

Huntington Wealth offers a simple 3-step process to get you started with Gold and Silver IRAs and diversify your portfolio with precious metals.

STEP 1 – INTRODUCTORY CALL

Our Huntington Wealth IRA Specialist works one-on-one with you and guides you to complete the account setup. We work with trusted and respected SDIRA custodians to setup your account for funding.

We work with several SDIRA custodians to setup your Self Directed IRA (SDIRA) account. Please contact our office is you don’t already have an SDIRA account.

STEP 2 – ACCOUNT FUNDING

After your personalized SDIRA account is set up, you gain checkbook IRA capabilities by adding funds to your account. You can add cash to your new precious metals SDIRA by direct transfer, rollover, or contribution. Discuss with your Huntington Alternative Wealth specialist the options that will work best for you.

STEP 1 – ASSET CUSTOMIZATION

Once your Gold and Silver SDIRA account is funded, IRA-eligible metals can be purchased through your Huntington Alternative Wealth IRA Commodity Specialist. Once transaction is finalized, your physical bullion assets will be delivered safely to a secure vault at a depository that is approved to hold precious metals for SDIRA accounts.