Build Your Investor Profile Email* Date of Birth* Address* City* Country* State* Global (Non-U.S. Based) Alabama (AL) Alaska (AK) Arizona (AZ) California (CA) Colorado (CO) Connecticut (CT) Florida (FL) Georgia (GA) Hawaii (HI) Idaho (ID) Illinois (IL) Indiana (IN) Iowa (IA) Kansas (KS) Kentucky (KY) Maine (ME) Maryland (MD) Massachusetts (MA) Michigan (MI) Minnesota (MN) Mississippi (MS) Missouri (MO) Montana (MT) Nebraska (NE) Nevada (NV) New Hampshire (NH) New Jersey (NJ) New Mexico (NM) New York (NY) North Carolina (NC) North Dakota (ND) Ohio (OH) Oklahoma (OK) Oregon (OR) Pennsylvania (PA) Rhode Island (RI) South Carolina (SC) South Dakota (SD) Tennessee (TN) Texas (TX) Vermont (VT) Virginia (VA) Washington (WA) West Virginia (WV) Wisconsin (WI) Wyoming (WY) What industry did you create your wealth in?* What is your #1 goal over the next 18 months when it comes to allocating your capital into investment opportunities?* Some of our clients focus on investing in dental clinics, fintech, hard money lending, or manufacturing. Are there any particular niche areas of investment that you would like assistance sourcing deals in?* Are you currently a full-time investor? If not, what do you focus on day-to-day?* What is the highest minimum investment you are comfortable making?* $25,000-$50,000 $250,000-$300,000 $500,000-$650,000 $1,000,000+ Current Wealth Advisory Relationships?* We have met with 1,000+ wealth advisors over 17 years and partner with only 3 to serve our clients in partnership with us - so we can advise on direct investment strategies while they handle public markets - together offering a 360 degree solution. To help us see if 1 of these 3 may be a fit, please share any priorities, preferences, or simply state "no interest" if you are 100% satisfied with your current wealth advisor.* What is your annual income? ($)* Are you interested in a NextGen grooming program for someone in your family?* Are you interested in having help setting up and/or running your family office?* Questions or Comments? Submit