Please complete this short form to see if you qualify for The Wealth Society.
Your responses help us understand your goals and make sure it’s a strong fit.

Full Name

What is your phone number? *

Email *

What is your Instagram handle? *

What is your current financial situation? Please briefly describe where you are in your wealth-building journey. *

Have you made any previous attempts to improve your financial situation? If so, what were they? Please include any challenges or obstacles you may have faced. *

What is your desired financial situation? Please briefly describe your financial goals. *

Have you ever participated in a financial education program or coaching before? If yes, what was your experience? *

Why do you feel that now is the right time for you to pursue financial education and support? *

At TWS, we selectively extend Membership to serious investors committed to both growing their portfolios and deepening their knowledge. Please select your willingness to invest in your education and also gain access to this exclusive community (Membership): *

Willing to invest less than 1k USD

Willing to invest 3k USD

Willing to invest 5k+ USD

Which of the following ranges best describes your current total investments?

Under $25,000

$25,000 - $49,999

$50,000+

Do you currently have access to invest in the U.S. Stock Market?

Yes

No

Are you currently in a position to start with a minimum investment of $5,000? *

Yes

No

Will all decision-makers be present on the call? *

Yes

No

By checking this box and submitting your information, you agree to receiving support and confirmation notification messages from The Wealth Society, LLC. Message and Data Rates may apply. You may opt-out at any time by replying STOP to any of our messages.