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, in-person masterminds, preferred partner network, 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.