The Wealthy Joe Investing Club is a group of people from all walks of life who have never invested before, want to start, and need guidance doing it!
After signing up, you and I will schedule a half-hour initial consultation in which we’ll talk about where you are in life financially, what your goals are and in what time frame, and the dollar amount you have available to invest (don’t worry if this amount is low!).
We will end our session having opened an online brokerage account (Robinhood or TD Ameritrade) for you. From there, for a fee of $9.99 per month, I will manage your account for you as if it were my own, in keeping with my philosophy of buying good businesses and holding on to them over time.
Please use the link at the bottom of this page to purchase an initial consultation. I will then reach out to you to schedule a convenient time to meet.
If you have questions, please contact me via this form:
I look forward to guiding you along the road to financial freedom!
Initial Consultation – Wealthy Joe Investment Club
30-minute consultation in which we will open up a discount brokerage account for you, review your financial situation and goals, and develop an ongoing investment plan.