The Wealthy Investor

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The 3-Month Accelerator for Business Owners & High Income Earners Ready to Build Wealth

You're a successful Business Owner or high income earner at your job. You're closing deals, crushing goals, doing the thing most high level business owners only dream about.

So why does it still feel like nothing's actually building in the background?

Here's the truth nobody tells high-performing business owners:

Being great at making money and being great at building wealth are two completely different skill sets.

Most business owners are out here making incredible money and giving way too much of it back to the IRS. No real business structure. No tax strategy. No plan for what happens to that income after it hits the bank account.

We know because we were there too.

Here's where my husband and I are coming from

We have built a real estate portfolio with 9 doors. We have paid under $20K in taxes over the last 5+ years — legally, strategically and on purpose. And reinvested every bit of those savings into growing our net worth.

That Real Estate portfolio alone is now worth over $6 million.

We didn't get there by accident. We got there by setting up our business the right way, understanding the tax advantages that business owners specifically have access to and putting every dollar we saved back to work.

Now we want to show YOU how to do the same thing.

Introducing: The Wealthy Investor

A 3-month hands on Mastermind built specifically for Business Owners who are ready to stop just making money and start keeping it, growing it and building something that lasts.

This isn't a course you watch once and forget. This is a hands-on, implementation-focused experience where we build your wealth strategy together, step by step.

What's Inside

✔️ 12 Live Sessions on Zoom — 4 sessions a month, for a total of 12 weeks

✔️ Monthly Guest Experts — including our own CPA team and investment advisor, giving you direct access to the people we personally trust with our own money and exclusive opportunities to earn more on your $$

✔️ Office Hours — 1x per month, dedicated implementation time so you're never stuck figuring it out alone

✔️ A Private Community — connect with other high-performing business owners (this is not a joke!) who are doing this work alongside you and have unlimited access to our team during the week to ask personalized questions in the app

✔️ Templates & Resources — the exact checklists, editable business structure model and tools we use in our own business inside a private vault with lifetime access & the opportunity to test out our latest software while an active Wealthy Investor member

What We're Covering

Month 1: The Foundations

Get your business structured the right way — LLC, S-Corp, reasonable compensation and the tax fundamentals most people are missing entirely. Plus a live Q&A with our CPA.

Month 2: Tax Strategy

This is where it gets good. Real Estate Professional Status, accelerated depreciation, cost segregation, short-term rental strategies, paying your kids & the exact tools the IRS gives business owners that most people never use. Plus an intro to our investment advisor + guest speaker.

Month 3: Building the Portfolio

Buy your first (or next) investment property. Learn to analyze deals, structure financing, build your team and protect what you're building. You'll leave with clear direction on your own personal wealth roadmap. We will bring back in our CPA team this month for additional support.

This Is For You If:

• You're a high-producing business owner making at least 80-100k/ year (but have no real tax strategy)

• You know you're overpaying the IRS but don't know what to do about it

• You want to start (or grow) a real estate investment portfolio

• You're ready to actually implement, not just learn

• You want access to the people ie. CPA, financial team, who can ACTUALLY move you forward

This Is Not For You If:

• You're brand new to business and not yet producing consistent income

• You're looking for passive content with no live interaction

• You're not ready to take action on what we cover

Investment

This is an investment in keeping more of what you already earn. Most students will save significantly more than the cost of this program in their very first tax season alone if you apply what you learn. 

We paid over $15,000 to learn these strategies initially and continue to spend tens of thousands every year to improve our skills and knowledge. This has resulted in hundreds of thousands of dollars back into our pockets.

One of our students was able to save tens of thousands of dollars last round in just week 3 with a small tweak our CPA team advised her on!

Start Date: Week of September 17th- December 4th (12 weeks)

Limited Spots. We are keeping this group small and high-touch on purpose. This is hands-on implementation work, not a class with hundreds of people. Once these 15 seats are filled, the doors close.

If you're ready to stop leaving money on the table and start building real, lasting wealth.....

This is your next move.

Due to the nature of this product, all sales are final. Payment Plans must be fulfilled.

ONE TIME OFFER Add On:

We are opening up 5 discounted VIP spots for a personalized, 45 minute 1:1 coaching call with Andrew. Make sure you click the add- on option at checkout if you want to claim one of these spots and details will be emailed to you after to schedule your next steps. These will go quick!

Client Testimonials: