We Believe Education Is the First Step to Success.

Spring 2020 Classes in Irvine, CA


Wealth That Lasts

A Private Wealth Management Course

Designed Exclusively for Affluent Individuals and Families

We believe education is the first step to success. In the Wealth That Lasts course, our experienced instructors will teach you the core aspects of a process-driven wealth management strategy that is aligned with your personal values, goals, and objectives. Through Wealth That Lasts, it is our goal for you to have the education, tools, and knowledge necessary to confidently manage your wealth for generations to come. 


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