Invest In Mindset

Answers & Insights

  • Exclusive access to a highly vetted, invitation-only network of accredited investors across the United States.
  • Discounts on events hosted with our partners, helping you save significantly over time.
  • Free orientation and support at every event you attend.
  • Monthly webinars hosted by our acquisitions team, and occasionally guest experts, covering investment strategies and savings opportunities.
  • Weekly summary of the Tampa Bay Business Journal delivered to your inbox every Monday, at no cost.
  • Access to curated advice from industry professionals to help you grow and preserve wealth.

Yes. Certain members may access curated offers such as high-yield savings, private lending structures and legacy insurance strategies via trustee partners.

Upon arrival at the conference, you’ll receive a full orientation, including a tour of the venue and an introduction to the event organizers, key guests, and leadership team. This helps ensure you feel connected, informed, and prepared to get the most out of the experience.

We offer full support with scheduling, including assistance with flight and hotel reservations for our members attending out-of-town events. Our goal is to make participation seamless and hassle-free.

Membership is by invitation only. Each applicant undergoes a background check, including verification of accredited investor status, to ensure the highest standards are upheld within the group.

No, this is not an investment club. There are no membership fees, and access is entirely free. However, participation is by invitation only. All members must:


  • Pass a background check
  • Qualify as an accredited investor

To qualify as an accredited investor, individuals or entities must meet at least one of the following criteria:


For Individuals
  • Income-Based: Earned more than $200,000 annually (or $300,000 jointly with a spouse) for the past two years, with a reasonable expectation of the same or higher income this year.
  • Net Worth-Based: Have a net worth over $1 million, individually or jointly, excluding the value of the primary residence.
  • Licensing-Based: Hold in good standing a Series 7, Series 65, or Series 82 license.
For Entities
  • Possess at least $5 million in assets, or
  • Have all equity owners qualify individually as accredited investors.

No. There is absolutely no obligation to invest. Membership is about building relationships and access to high-level opportunities—not pressure. We believe that capital follows trust, and trust is built over time through transparency, education, and connection.

Nothing - there is no profit for that organization.

Only once you are a member and your referral meets our standards.

Scroll