become a member

Unlock access to exclusive financial resources, private investment opportunities, and tailored rescuing wealth strategies designed for your financial journey. Our tiered membership system ensures that everyone—from emerging wealth builders to seasoned investors—has the right tools to secure their financial legacy.


Standard Membership Tiers

Bronze

Monthly Rate: Choose from three flexible subscription options: 

  • $150/month ($1,800) for 1 year
  • $225/month ($2,700) for 2 years
  • $300/month ($3,600) for 3 years

Description: This tier offers foundational access to community tools, learning resources, and general updates—ideal for individuals getting started.

Exclusive Access: Access to Spears Magazine, online courses, and beginner-friendly financial tools.

Add-On Option: Bronze members may include 1 additional person to their account for $50/month per person per year.

Please note: Multi-year subscriptions offer better savings and are billed at a fixed monthly rate for the full term selected.

Silver

Monthly Rate: Choose from three flexible subscription options: 

  • $175/month ($2,100) for 1 year
  • $262.50/month ($3,150) for 2 years
  • $393.75/month ($4,725) for 3 years

Description: Includes all Bronze features, plus enhanced access to learning cohorts, live webinars, and member networking opportunities—ideal for growing leaders and learners. 

Exclusive Access: Veteran upgrade option, additional financial tools, and insurance navigation resources.

Add-On Option: Silver members may include up to 2 additional people for $50/month per person per year.

Please note: Multi-year subscriptions offer better savings and are billed at a fixed monthly rate for the full term selected. 

Gold

Monthly Rate: Choose from three flexible subscription options: 

  • $200/month ($2,400) for 1 year
  • $300/month ($3,600) for 2 years
  • $450/month ($5,400) for 3 years

Description: Unlock full access to our entire library of courses, premium events, and professional development resources—ideal for those looking to lead and scale impact. 

Exclusive Access: Personalized strategies, private equity access, and connection to our real estate investment network.

Add-On Option: Gold members may include up to 3 additional people for $50/month per person per year.

Please note: Multi-year subscriptions offer better savings and are billed at a fixed monthly rate for the full term selected. 

Platinum

Monthly Rate: Choose from three flexible subscription options: 

  • $250/month ($3,000) for 1 year
  • $375/month ($4,500) for 2 years
  • $562.50/month ($6,750) for 3 years

Description: Our most comprehensive tier, including VIP access, team add-on discounts, direct coaching, and priority support—perfect for executives, partners, and group leaders. 

Exclusive Access: Workshops, advanced tax strategy sessions, succession planning, and full-service family office support.

Add-On Option: Platinum members may include up to 5 additional people for $50/month per person per year.

Please note: Multi-year subscriptions offer better savings and are billed at a fixed monthly rate for the full term selected. 


Honorary Membership Tiers

Veteran

Rate: Free

Tier Upgrade: Automatically includes a free upgrade to Silver tier benefits.

Eligibility: Available to U.S. Military Veterans.

Access: Complimentary access to community forums, foundational resources, selected workshops, and member gatherings. This tier is offered in recognition of your service and contribution.

Exclusive Access: Veteran network and advisory resources.

Please note: Proof of veteran status may be requested during enrollment or renewal. Honorary members cannot add additional users to their accounts.
However, veterans may choose to upgrade to any paid tier at 50% off the original price and may then include add-ons for $50/month per person per year.

Okenye (60+)

Rate: Free

Tier Upgrade: Automatically includes a free upgrade to Gold tier benefits.

Eligibility: Open to individuals age 60 and above.

Access: Complimentary access to health and wealth planning tools, inter-generational leadership materials, and community events tailored to senior participants.

Exclusive Access: Estate review and family legacy workshops.

Please note: Age verification may be requested at the time of enrollment. Honorary members cannot add additional users to their accounts.
However, Okenye members may choose to upgrade to any paid tier at 50% off the original price and may then include add-ons for $50/month per person per year.

Youth

Rate: Free

Tier Upgrade: Automatically includes a free upgrade to Bronze tier benefits.

Eligibility: Available to individuals under the age of 25.

Access: Complimentary access to youth-focused resources, leadership mentoring, and early career development tools. Ideal for students and emerging young professionals.

Exclusive Access: Access to youth advisory circles, internship and scholarship pathways, and early-stage entrepreneurship training.

Please note: You must upload a valid form of identification at the end of each membership term to verify your age for renewal. Honorary members cannot add additional users to their accounts.
However, youth members may choose to upgrade to any paid tier at 50% off the original price and may then include add-ons for $50/month per person per year.


Membership Applications

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401 Pitts School Rd NW Suite 1001, Concord, NC 28027
980.403.3793
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