The Wealthy 100 is an elite group of investors with the same vision — to enjoy all that life has to offer. Our group is comprised of captains of industry, e-wizards, professionals, real estate giants, and every form of entrepreneur. The only requirement to become a member of the Wealthy 100 is that you have the same passion for life that our other members do. You’re a free spirit and a free thinker. You realize money is not the goal but it is the freedom it provides and the possibilities it holds.

Our members are those who know how to "Live Large" while "Living Smart". They're also success-driven, demand quality, and enjoy the good life.

Who We Are

The Wealthy 100 is a group of 100 members who make a commitment to themselves to invest a minimum of $100,000 into a personal investment account or, contribute $1,000 per month into one (monies are not pooled) with our firm. These monies can be invested in many ways. Mutual funds, variable life insurance, IRA’s, 529 college savings plans, and money market accounts just to name a few. A ‘personal financial needs assessment’ will be provided to each member at no additional cost to assure customization and investment suitability. These members also attend member-only special events, as well as meet other dynamic successful individuals.

You are special. You have worked hard to get where you are. What is your plan for accumulating long-term wealth and financial security? The Wealthy 100 encourages “Habits of Wealth.”

Membership is by invitation only. The Wealthy 100 is not for everyone. However, for those who understand that powerful habits can lead to great things, the Wealthy 100 is a special opportunity.

Maybe you would enjoy our next event, the possibilities are limitless!