What we're about

It’s more important than ever to have a plan that includes multiple and diverse sources of income for building your wealth and minimizing risk. From investing in real estate to capital markets and financial instruments to insurance strategies, business ventures and more, we will dig deep into the topics across all asset classes. We value numerical analysis to establish clarity in our vision and to define actions.

The goal of this group is to network, make connections and learn more about being creative and diversifying our interests and increasing our income streams.

Upcoming events (1)

Meet & Greet
Needs a date and time

Needs a location

Casual meet and greet, introduce ourselves. Location TBD.

Past events (1)

RSVP: Lunch Meeting in the South Bay

Needs a location