Welcome to Club Capitalwize

Where membership has it’s priveledges.

The value of this experience is priceless. The opportunity cost saved by knowing exactly what to do and when, is valued at even more.

Just A Few of Our Club Capitalwize Members

As 1st Gen Millionaire Member, you will get access to our Capitalwize concierge service where one of our team members will provide you with assistance in researching travel plans, major purchaases, access to our exclusive deals and opportunities and more.

Bonuses

Bonus #1: Club Capitalwize

Where Membership Has is privileges. As 1st Gen Millionaire Member, you will get access to our Capitalwize concierge service where one of our team members will provide you with assistance in researching travel plans, major purchases, access to our exclusive deals and opportunities and more.

Bonus #2: 1st Gen Millionaire Alumni

You will receive access to our private community of First Generation Millionaires that will include special events, resources and more.

Bonus #3: Capitalwize 360 Access

You will receive 1 year access to our live financial planning software and app where your financial plan lives and gets updated in real time so you always have a pulse on your wealth + digital storage vault. 

Bonus #4: Asset Management

Along with your customized investment plan, you will receive included access to our asset management included in your retainer.