Membership Application

This is an application only. Here is how it works:

1. Complete this form. Takes about 3 minutes.
2. If it looks like a fit, you will be invited to book a 45 minute interview on Zoom.
3. On that call we go through your goals together and both decide whether membership makes sense.

Nothing to pay today. Applying does not commit you to anything.

Please answer honestly. Your answers are what we use to decide whether we can actually help you.

First Name *

Last Name *

Email *

Phone Number *

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

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

To see the best ROI, members should have at least $25,000 invested or ready to deploy in the markets. What does your current portfolio look like? Which of the following ranges best describes your current total investments? *

Are you a U.S. citizen or do you have access to invest in U.S. stocks through a brokerage account? *

Yes

To get the most value from this community, you'll need to be able to invest in the U.S. stock market. While being a U.S. citizen or resident makes this easier, some international investors may still qualify depending on their country and brokerage access.

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.