Where to begin if you already have money and most of it sits in stocks, a 401(k) or a business you just sold.
(Contributing > $50k)
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Vistage (since 2023) · Entrepreneurs’ Organization (since 2021) · Hawaii Angels (since 2023)
who this is for
I write for accredited investors. Most of the people here fall into one of two groups. Some sold a business or had another liquidity event, and now have more cash, more advisors and more pitches than they can sort through. Others are professionals at the peak of their careers, often a couple with a high income, whose biggest expense every year is the tax bill.
If either sounds like you, you are in the right place. If you are earlier in your journey, the book and the podcast are a good place to learn.
I write for accredited investors. Most of the people here fall into one of two groups. Some sold a business or had another liquidity event, and now have more cash, more advisors and more pitches than they can sort through. Others are professionals at the peak of their careers, often a couple with a high income, whose biggest expense every year is the tax bill.
If either sounds like you, you are in the right place. If you are earlier in your journey, the book and the podcast are a good place to learn.
Lane Kawaoka
CEO, The Wealth Elevator
what changes once you have built wealth
For years I taught people to buy rentals for cash flow, because that is how I started. I still own real estate. What I learned as my own net worth grew is that the job changes. Earning and saving builds wealth. Keeping it and growing it depends on not having everything in one place.
Most people are told to hold stocks and bonds. According to J.P. Morgan Private Bank’s 2024 Global Family Office Report, the 190 family offices it surveyed hold 46% of their portfolios in alternative investments such as private equity, real estate and private credit. Private investments carry their own risks, including illiquidity and loss of capital, and they are not right for everyone.
what you will find here
- Private investments. How syndications, oil and gas, and pre-IPO companies work, what to ask a sponsor, and where deals go wrong.
- Taxes. How passive losses, depreciation and other rules apply to high earners, written so you can have a better conversation with your CPA. Read the tax guide.
- Banking. How some accredited investors use infinite banking alongside their investments.
how to get started
- Read the book or pick one guide above.
- Join the community at theWealthElevator.com/club. It is free, and members get the full Masterclass.
- After you join, book an onboarding call with me. I will ask about your situation and point you to the material that fits.
about me
I am a former Professional Engineer. I bought my first rental in 2009, left my job in 2019, and today I invest alongside a community of accredited investors across real estate, oil and gas, and private companies.
This is educational content, not tax, legal, or investment advice. We are not attorneys, CPAs, or financial planners. Please let us know if you need a referral to a CPA, lawyer, or other vendor here: thewealthelevator.com/vendor