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Immediate access. Cancel anytime.
This is your foundational package. Every client begins with Package 1 before unlocking advanced tools.
Your journey starts here. With the base package, you’ll get access to 5 expertly curated investment portfolios—designed to help you build long-term wealth for your family with minimal effort.
Backed by proven strategies from legendary investors like Warren Buffett and Ray Dalio
Built for diversification and long-term growth
Perfect for busy professionals who want to invest without having to manage every detail
Exposure to the Magnificent 7 (AAPL, AMZN, GOOGL, META, MSFT, TSLA, NVDA)
A S&P 500 Index Fund model portfolio for steady, compound growth
A Dividend Growth Portfolio to generate passive income and fund life goals
A Real Estate Model Portfolio that mimics property income—without the hassle
A “Master of the Universe” Portfolio with the 15 must-own global stocks.
$49
/month
$499
/year (Billed Annually)
Save 15% with an annual plan.
Immediate access. Cancel anytime.