Family Wealth Builder Program
We help family-oriented millennials (young professionals, newlyweds, and new parents) craft investment strategies for short-term financial freedom and long-term generational wealth.
✓ Improve your money mindset and set your financial goals.
✓ Learn to budget, save, and use credit to your advantage.
✓ Understand taxes and plan to save on yours.
✓ Strategies for selecting your retirement portfolio.
✓ Investing, diversification, and individual stock selection.
✓ Trading, essentials of technical analysis.
✓ Developing additional streams of income.
✓ Alternative investments (Real Estate, Crypto, Precious Metals)
Long Term Effects of Higher Returns
Sample Retirement Portfolio
How Should I Manage my Investments?
Why Join the Family Wealth Builder Program?
✓ Understand and develop your MONEY MINDSET.
✓ Increase your confidence in your ability to achieve FINANCIAL FREEDOM.
✓ Get EXTREME CLARITY on your investment goals and strategy.
✓ Strategy in alignment with your MORALS (investment ethos).
✓ Strategy in alignment with your RISK PROFILE (how much risk you want to take).
✓ Strategy in alignment with your willingness to dedicate time and energy to the PROCESS (passive investing vs. active trading).
✓ Create a plan for GIVING BACK along the way (charity and philanthropy).
What is included in the program?
✓ 12 week step-by-step modulated program teaching you how to master your money and investments. ($6,000 Value)
✓ Group coaching calls once a week. ($4,000 value)
✓ Guest coaching calls with subject matter experts ($4,000 value)
✓ Access to Elbay Investment Research Archive ($1,000 value)
✓ Insider Investment Insights ($800 value)
✓ Access to Brian and other members of the community (Priceless)
✓ TOTAL $15,800 VALUE! +++
Client Testimonials
“Brings unique perspectives to economic trends”
“Provided investment strategies and helped put together my long term plan”
“Always had my back in spotting trends and keeping me informed”
“Monumentally helpful... explains difficult concepts in laymen’s terms”
Your instructor: Brian
✓ Started Investing after 2008 Financial Crisis
✓ Studied International Finance & Sustainable Business in 2012
✓ Double Bachelor of Science from USC
✓ Managed Half A Billion a Year for Apple
✓ Crypto Investor Early in 2017
✓ Successful Kickstarter Campaign in 2018
✓ Worked with Steve Harvey Global in 2019
✓ Featured on Shark Tank in 2021
✓ Launched Family Wealth Builder program in 2021