Trusted by the Elite

Build a Wealth Strategy That’s as Sophisticated as Your Portfolio

One Private Session. One Custom Plan. Lifetime Access to Our Trusted Network.

All curated for serious investors with $1M+ in assets who want to elevate wealth protection, tax efficiency, and legacy planning.

Custom Marquee

Managing Over $1B+ in assets LIMITED ACCESS Over 700 clients helped 30+ years of experience Managing Over $1B+ in assets LIMITED ACCESS Over 700 clients helped 30+ years of experience Managing Over $1B+ in assets LIMITED ACCESS Over 700 clients helped 30+ years of experience Managing Over $1B+ in assets LIMITED ACESS Over 700 clients helped 30+ years of experience Managing Over $1B+ in assets LIMITED ACCESS Over 700 clients helped 30+ years of experience

Retirement Has Changed

And most investors are still playing by the old rules.

Inflation is shrinking your future income.
Market volatility is compounding risk.
Rising taxes are quietly draining wealth.
Most portfolios are overexposed and under-planned.

You’ve built your wealth. Now it’s time to protect, structure, and optimize it with help from elite professionals.

Introducing

The Private Wealth Strategy & Access Experience™

A $997 FREE strategic engagement for serious investors who want elite clarity, powerful tools, and real-world results.

Here’s What You Get

Confidential Private Wealth Assessment – Secure onboarding process that maps your assets, income flows, tax exposure, estate structure, and financial blind spots.

Custom-Built Wealth Strategy Blueprint – Your personalized wealth plan covering strategic income planning, retirement tax efficiency, investment & allocation audit, estate/trust structure review, and risk/liability protection — delivered in PDF format with visual reports and tactical recommendations.

90-Minute Private Session with a Senior Strategist – Live Zoom session with a fiduciary-aligned expert who will walk you through your strategy, answer your questions, and guide your next moves.
Direct Introductions to Our Trusted Partner Network – Get warm, private access to elite fiduciary advisors, tax attorneys & advanced planners, offshore & trust experts, real estate consultants (domestic & global), and concierge partners for private banking, aviation, and lifestyle assets.

Bonus Materials ($2,000+ value) – Bonus Materials ($2,000+ value) — Includes the 2025 HNW Retirement & Tax Planning Guide, Asset Protection Structures Cheat Sheet, Legacy & Succession Planning Framework, Advisor & Fee Audit Toolkit, and Luxury Asset Pre-Vetting List.

Total Value

$10,800+

You Get:

Strategy + diagnostics that rivals what private banks charge $5,000–$15,000
Live session with senior strategists from firms managing $1B+ in client assets
Access to exclusive legal, financial, and luxury networks
Tools and checklists you can use to protect 7–8 figures of wealth

Who This Is For

This Experience Is Built For

Investors with $1M+ in investable assets
Near-retirees, business owners, professionals, and affluent families
Those seeking real answers — not product pitches
People considering trusts, legacy planning, second residencies, or global asset protection
Individuals ready to take decisive action and invest in premium-level clarity

Custom Marquee

Exclusivity & Limits

We only accept 5 new clients per month to maintain quality and exclusivity. Once filled, the application will close.

This is not a pitch session.
This is a curated access experience, limited to clients who meet our standards.

Reviewed within 24 hours. Refunds are not offered

this is for committed individuals only

Real People. Real Portfolios.

Real Transformations

“I reduced my future tax exposure by over $100,000 just from the Roth conversion strategy they uncovered.”

Paul K., Tech Executive, $2.4M portfolio

“They spotted fee drag and duplication my advisor missed. I moved to their network and have better performance and clarity now.”

Lena R., Medical Professional, $3.1M net worth

“Their trust attorney built my family succession plan across three generations. This saved us years and likely seven figures.”

— Steven T., Entrepreneur, $11M family office

“I was planning to buy a villa in Italy. They connected me to a lawyer and banker who made it happen in 30 days.”

Amira B., International Investor, $6.7M net worth

You've Built the Wealth.

Now Let’s Structure It to Last — and Elevate It Further.

For $~~997~~, you gain insight, strategy, and access most people can’t even find — even with $5M+ portfolios.

This is how the elite operate.

This is your invitation.

Frequently Asked Questions

Will this work for broker-dealers, wirehouse advisors, life insurance agents, independent advisors, or RIAs?

Yes! We have clients from all the big-name firms. We also have clients operating independently and working for small-medium-size companies as well.

Are you compliance approved?

Our solution is designed to be compliance-friendly. We stay abreast of industry regulations and laws to ensure you remain fully protected.

What is the cost?

To get a quote, please book a call here.

Will this work for me?

We have an 87% client renewal rate — because our system works. That said, we don’t work with just anyone. To see if you qualify, book a call with our team and let’s find out if you are a fit.

When can I get started?

We have a customer success manager to hold your hand throughout the whole process, and full exclusivity to your service area. We generate cold hard results, guaranteed.

LEGAL

AdvisorPrime’s services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body that have elected to participate in our platform based on information gathered from users through our online questionnaire. AdvisorPrime does not review the ongoing performance of any Adviser, participate in the management of any user’s account by an Adviser or provide advice regarding specific investments.

We do not manage client funds or hold custody of assets; we help users connect with relevant financial advisors. This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal.

Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

AdvisorPrime is not intended to provide legal advice, tax advice, accounting advice or financial advice (other than referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body).

AdvisorPrime is not a financial planner, broker, or tax adviser. The service is intended only to assist you in your understanding of financial organization and decision-making and is broad in scope. Your personal financial situation is unique, and any information and investing strategies obtained through AdvisorPrime may not be appropriate for your situation. Accordingly, before making any final decisions or implementing any financial strategy, you should consider obtaining additional information and advice from your accountant or other financial advisers who are fully aware of your individual circumstances.