Turn Your Equity into a Self-Funding Future

Build an Investment Portfolio That Lasts Generations.  This Workshop Reveals the Secrets of Wealth Building for Tech Leaders

Apply Now
Only 20 slots
This 2-day free training is limited to 20 attendees
March 26th and 27th
11am to 1pm PST /  1pm to 3pm CST
Click here to apply (only 20 spots)

This workshop is perfect for you if you’ve ever felt:

Overwhelmed by the complexity of managing your portfolio

Uncertain about how to transition from money maker to money manager

Frustrated with time-consuming trial and error

Do you Dream of Financial Independence and a Life of True Freedom?  

Are you Ready To:

  • Minimize Your Tax Burden and Protect Your Wealth?
  • Build a Diversified Portfolio that Exceeds Your Expectations?
  • Join a Community of Like-Minded Tech Investors?

What You’ll Learn

1

Architect Your Portfolio Strategy

  • Develop a personalized investment thesis.
  • Set actionable, measurable goals for your portfolio.
  • Gain a clear understanding of your current financial position.

Build Systems for Portfolio Success

  • Implement structures to operate your portfolio like a business.
  • Discover how to optimize your team and processes for scalability.
  • Learn the WealthOps Framework, a step-by-step system for managing wealth.
2
3

Scale with Confidence

  • See real-world examples of how to manage a multimillion-dollar portfolio.
  • Shorten your learning curve by leveraging insights from a 12 year personal portfolio manager.
  • Refine and grow your portfolio quarter after quarter.
March 26th and 27th
11am to 1pm PST /  1pm to 3pm CST
Click here to apply (only 20 spots)

Here’s What You’ll Walk Away With

Clarity

...on  a vision for your wealth, how to grow it and leave a legacy.

A Proven System

...to manage your portfolio with less stress.

Confidence

 ...in making decisions about equity compensation and investments.

Community Support

...from high-achieving peers who share your ambition.

About Your Instructor: Christopher Nelson

Christopher Nelson is a tech professional who turned his 7-figure IPO equity into a thriving, balanced portfolio worth millions that now replaces his paycheck.


Christopher Nelson has a proven track record for helping tech professionals like  you:

  • Maximize and Unlock the Potential of their Equity
  • Build a Diversified Portfolio that Exceeds Your Expectations?
  • Achieve financial freedom and live a life purpose.

Christopher has helped many professionals like you transition from money makers to money managers by becoming the CEOs of their own portfolios.

Really? What are you waiting for?

March 26th and 27th
11am to 1pm PST /  1pm to 3pm CST
I teach high-net-worth tech professionals like you how to become the CEO of your own portfolio with proven strategies that work.
Christopher Nelson

Is This Workshop Right for You?

This is for you if:

  • You’re a high-earning tech pro with $1M+ in equity.
  • You want to replace your six-figure paycheck, not a side hustle.
  • You’re ready to level up but need a clear path.
  • You crave a stronger network to match your ambitions.
  • You want proven systems, not guesswork, to manage your wealth.

This isn’t for you if:

  • You prefer fully passive wealth management.
  • You’re not ready to leave your comfort zone.
  • You prefer working solo over joining ambitious peers.
  • You’re okay with trial-and-error instead of proven systems.
  • You’re not ready to take action or implement new ideas.

Spots Are Limited — Secure Yours Now

This workshop is exclusive to a curated group of tech professionals, ensuring personalized attention and actionable outcomes.

March 26th and 27th
11am to 1pm PST /  1pm to 3pm CST
Click here to apply (only 20 spots)