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Legacy Investment Masterclass®
Start date: Sat. Nov. 14, 2026 ONLY
One-Time Only Pricing. Regular Pricing Resumes in 2027
Investment Foundations, $497
Stocks & Options Trading, $1,497
Legacy Wealth & Portfolio Mastery, $3,500
Personal Executive Leadership Coaching
Engagements begin at $4,500
Twelve weeks. Leadership assessment at intake and close, six one-on-one sessions, a written development plan, and between-session support.
Business Development & Strategic Advisory
Engagements begin at $9,500
Six months. Strategic diagnostic, monthly working sessions, a written advisory roadmap, and a quarterly performance review.
Integrated Executive Leadership & Business Advisory
Engagements begin at $12,500
Six months. Leadership assessment, strategic diagnostic, bi-weekly sessions, one integrated roadmap, and a close-out review.
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Our Services
Free valuations
Personal assistant
Full moving service
Contract services
Free gift pack
Exclusive listings
Direct access
24/7 helpline
