Wise, awake, aware investment, creating the world we want to live in
The power of money to move – everything.
Yet most people who live from their heart, engage life from the soul, don’t have the best relationship with money or wealth. They see outer models of disconnect and putting money before morals, and they don’t want to play a part in that.
We are talking with, engaging, these people. The people who are shunning a system designed to make them feel inadequate and incapable of understanding, managing, and directing their own assets.
The people who aren’t comfortable there, but have no place to turn, no one else to trust, having learned not to trust themselves. Having learned that wealth cannot be derived from doing the right thing, for the right reason, with the right people, in collaboration. Having learned that wealth means someone wins at the expense of another.
When they discover that wealth can be made best by living their morals, their hearts, their souls and investing their money wisely from that connected space – and everyone benefits – they are ready for that shift.
Those people would rather use their power, their principal, their corpus, their capital, to invest in the world they would prefer to live in.
We are here to help them do so in every way possible.
Our show is “Mastering Ethical Wealth” and we are working with several investor organizations, as well as private investors.
We are working with them, sleeves rolled up, to help them use their wealth in ways which not only increase the profitability of their portfolio, but mitigate risk at the same time allowing them to actively flow more capital into the changes they want to see. Not philanthropy. Not capitalism. Not passive investment. Not antiquated portfolio advisory. A blend of the best of each., at peak return on investment.
Not investment in the traditional disconnected ways, like stock market, money markets, bonds and other passive securities.
We are involved in investment in people. Investment which can be seen, felt, touched, and held.
We introduce them to select professionals with the express result of discovering & exposing the ways they are underserved in their financial instruments and by their current advisors – estates, trusts, tax law and asset protection law.
You are a consummate professional with authenticity and integrity who can be of tangible benefit to these lovely people in every area of their lives, not only in investment.
If you have received an invitation to apply, please be in touch with Jennifer or Heidi. They will let you know if your area of expertise has been filled.
If you have not received an invitation to apply, please contact us and let us know about yourself. It’s possible there is a waitlist.
March 20, 2020 – Our season of expert advisors and solutions is being solidified this week – first round of press releases will go out on Wednesday April 1, 2020 . This will include its production listing in IMDb. Each advisor will be featured in a separate press release and PR package…the pool of potential clients actively needing this trusted advisor is waiting…
These are unprecedented times, with the ramifications of Covid 19 just beginning to take effect. We, in previous financial corrections – be it depression, recession – we had the wave hit us and we had no idea how big, how long, or the intensity of the wave. It came suddenly and we were trying to anticipate it’s impact as it came, as we were being moved by it.
Covid 19 is an equal opportunity disaster. There is no human exempt or safe from its reach. The entire globe is facing the onslaught, without exception.
We, this time, are able to know that the coming financial crisis is, in fact, coming. Where we don’t know how it will play out, or the specifics, we are crystal clear that it is, it will, and there is no escaping the financial ruin brought on by this pandemic.
That gives us a powerful option we did not have in other severe economic turndowns. The others we were overwhelmed and playing hindsight/catch up…with this we have the absolute knowledge that it is coming – and we can be proactive, smart, strategic and engaged to mitigate and balance while it is occurring, to ease what we can where we can.
We are committed to using our decades of successful strategies, tools and seasoned reason to help stay ahead of the financial meltdown as best we can.
We are experts in fixing the aftermath of the disaster, so those tools are proven and bulletproof. Now it’s time to deploy them as the meltdown occurs, to save ourselves as we go…stop what we can…turn it around as it’s happening rather than dying financially as well.
Send us a text or start a chat in messenger if you are not stuck and not willing to be brought down by the financial turmoil we are facing – let’s see what we can do. We are exceptionally limited in our skilled advisors – and we will take as many clients as we can – but this is not a time for hesitation. We anticipate having to turn away clients because we are at capacity, very soon.
(please note, messenger will not appear on this page if you are using Safari 12, by blocking from facebook, not of our choosing; if you do not see the messenger button and are not using Safari 12, please suspend your ad blocking software for this page. We do not track you, no pixels, we don’t follow you across the internet to hound you to buy from us. It’s simply not how we choose to to business. No ads here. None.)