The Wealth Elevator

join the family office ohana mastermind

Quickstart Investor Bootcamp

This is an intimate cohort where a group of serious investors go through the early stages of building their alternative investment strategy together.

Instead of endless courses and theory, we focus on:

  • capital allocation strategy
  • tax-aware investing
  • evaluating real estate and private deals
  • building a trusted peer investor network

 

Each cohort is intentionally small so that everyone gets individual attention and meaningful relationships within the group.

The Program

An 8-Session Private Cohort for Entrepreneurs and High-Income Professionals Learning How to Invest Beyond Their 401(k).

Designed for business owners and accredited investors who want to:

✔  Reduce taxes through real estate and alternative investments

✔  Confidently evaluate private deals and syndications

✔  Build a trusted network of serious investors

Small cohort. Real conversations. No gurus.

Next Cohort: Limited to 5 Members

Most Successful Professionals Only Build One Asset

For many high-income professionals and business owners, their entire financial life looks like this:

  • Their business or job income
  • A 401(k) or brokerage account
  • Maybe a few rental properties

 

But they know something is missing.

Taxes are high.

Traditional investments feel limited.

And private investment opportunities seem confusing or inaccessible.

The wealthy don’t just build income.

They build portfolios.

But figuring out how to do that takes time, trusted relationships, and real-world insight.

This Program Is Designed For:

Business owners doing $1M – $5M+ in revenue

or

High-income professionals earning $250K+ per year

Typical participants:

  • Age 40–60
  • $1.5M – $10M net worth
  • $250K+ investable capital

Many participants:

  • own rental properties
  • want better tax strategies
  • want to move beyond traditional investments

What You Will Learn

The FOOM Investor Roadmap

Unlock my rolodex and get the inside scoop on vendors out there. I paid over $30k a year in masterminds... you get the cliff notes version without the travel time and costs.

Build the right Mindset, by surrounding you with a supportive community of investors who are of similar professional and Accredited pedigree

A private Discord community where you can network with me and legacy FOOM members.

Source and analyze private placements or syndications.

An instructor-led community, where you have direct access to me - not some “coach” you’ve never heard of before - through our live Q&A for Action calls.

An authentic coach not afraid to admit mistakes or compromise with students individual needs. It's all about getting the best for each of you.

How the Program Works

8 Live Cohort Calls

  • 60 minute sessions
  • held every other week so you can take Action between them
  • live discussion and Q&A

Between sessions you will also have access to:

  • previous recorded investor discussions incase you cannot make the live call
  • introductions to other investors when appropriate

This Is Not Another Guru Course

This group is not:

❌ a pitch fest for deals (we have a rule where we do not talk about our own deals as we want to keep our content educational, that said we will talk about other deals in the wild if you bring to the group)

❌ a real estate seminar

❌ a massive online course

And it’s definitely not for beginners trying to get rich quick.

This program is for people who already have capital and want to invest intelligently.

The Real Value Is the Investor Network

Many investors join for the education.

But they stay because of the relationships.

Over time, members often:

  • share deals
  • compare investment strategies
  • help each other evaluate opportunities
  • give feedback on their overall life journey besides money/finances

 

As one member once said:

“The currency of the wealthy is relationships.”

Sign Up Now for the Next Bootcamp Start!

Cohort Size: 5 Members

Program Length: 8 Sessions

Investment: $2,000

This small cohort structure allows each member to receive direct attention and build genuine relationships with the group.

Once the cohort fills, enrollment closes and the next group begins.

Apply For The Next Cohort

Most masterminds pack dozens of people into a call.

That’s not what this is.

 

This program is intentionally capped at five participants so that:

1) everyone participates

2) real conversations happen

3) people actually get to know each other

 

By the end of the program, most members say the most valuable part was:

the relationships built with other investors in the group.

 

We ask interested participants to submit a short application.

This ensures the cohort is made up of serious investors who can contribute to the group.

If it looks like a good fit, we’ll follow up with the next steps.