Dan L. Werry, JD, MBA - Investment Strategist

Venture Forward With

Oil and Gas

Interested in a sector with historically strong global demand and distinct investment potential? At Legacy Private Wealth, our oil and gas opportunities offer a strategic avenue for portfolio diversification—along with the potential for valuable tax advantages.

Potential Sector Growth

Oil and gas investments offer the potential for substantial returns, fueled by ongoing global energy demand—but they also come with industry-specific risks. At Legacy Private Wealth, we help you navigate these complexities, aiming to capture growth opportunities while effectively managing volatility.

Enhance Portfolio Balance

Oil and gas assets have historically shown a low correlation with traditional markets, offering a potential hedge against equity market fluctuations. This diversification can help stabilize your portfolio's performance, especially during changing economic conditions.

Potential Tax Savings

In addition to potential cash flow, oil and gas investments offer tax advantages through deductible Intangible Drilling Costs (IDCs). Investors may also benefit from a 15% depletion allowance on cash distributions, further enhancing any overall returns.

Current Oil And Gas Offerings

RGP Income Fund II LP

State: N/A
Equity Offered: $125,000,000
Property Type: Energy (Oil and Gas)
LTV: 0%
View All Properties

Montego Capital Fund 4 LP

State: N/A
Equity Offered: $75,000,000
Property Type: Energy (Oil and Gas)
LTV: 0%
View All Properties
View Additional Investment Properties

Start Exploring The Opportunities That Oil And Gas Can Offer For Your Financial Future

Ready to learn more about how oil and gas investments can help you achieve your financial goals? Schedule a consultation with our experienced team today.

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