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Immediate access. Cancel anytime.

Wealth Building Essentials
(Passive Investing)

This is your foundational package. Every client begins with Package 1 before unlocking advanced tools.

Start Investing Like a Millionaire – 5 Ready-to-Use Model Portfolios Included In Our

(Wealth Building Essentials Package)

Start on Day 1: Mirror Expert Portfolios for Long-Term Wealth

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.

These portfolios are:

  • 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

You’ll gain:

  • 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.

5 Ready-to-Use Model Portfolios

SPX

Investing

Dividend Investing
For Your Kids

Divided Stock

Investments

Investing In Real Estate Using Stocks

Investing in Market
Leaders of Today

Start Your Journey Today – Invest
Like a Millionaire!

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