Work With Us
Angela takes on a limited number of clients on a private basis. Services range from Strategic Portfolio Creation and Stock Analysis to Business Consulting and Marketing Management.
Private Wealth Brainstorm
So you're confused about where to start with investing. You have a unique situation that requires unique answers. Perhaps you're feeling overwhelmed with information or you just received a sizable amount of money. Either way, it's important to get perspective on what you're doing.
If you're looking for investment assistance and want to bounce ideas off someone who understands the financial world, the Private Wealth Brainstorm is for you. First, you send me your existing watchlist or portfolio and...
You will receive:
- An initial basic strategy created by Angela
- One 60-minute private brainstorm session with Angela
- A detailed list of actionable next steps
- An MP3 call recording of private session
- One 60-minute catch-up call
Strategic Portfolio Creation
We get it, there are times when you don't want to take an online investment course or go to an all-day seminar. Your financial situation is unique and you'd like a more tailored personal strategy for your wealth plan.
If this happens to be your situation, we're here for you.
How we work with you:
Over the course of 5-10 weeks, Angela will determine your investment profile and create a unique wealth strategy for you. During the program, we send you a series of updates on companies and investments that match your risk/investment goals.
At the end of the program, we compile a list of potential assets. This personal catalogue will have financial projections and data ranging from growth to value assets. Additionally, you will have found 6-10 investments that specifically speak to your investment needs and goals.
Here's what you get:
- A custom investment catalogue ranging in stock/fund investments in different industries. Some offering dividends.
- Asset accumulation suggestions for hidden markets
- A comprehensive performance analysis
- Compound interest projections for conservative to stellar performance
- Rebalancing metrics
- Personal attention from Angela and her team to analyze any company or security of your choice
5 Week Program with a performance plan and 6 security and 3 industry analyses: $2,500 or 2 payments of $1,375
9 Week VIP Program with a performance plan and 11 security and 6 industry analyses and a 90-minute follow-up call: $5,500 or 2 payments of $2,900
The minimum suggested amount to have available for investing in your investment strategy is $7,000. This said we will allow you to use your better judgment when it comes to initial investment amounts.
Click the button below to purchase the program of your choice.
An investment in yourself is the greatest investment anyone could make.
- Angela E. Matthews
30-Day Money Back Guarantee
We aim to please, but understand that our way of working may not be what you are accustomed to. For this reason, we offer a 30-day satisfaction guarantee. If you aren't satisfied with the investment opportunities we uncover for you during our analysis, we will happily refund your money.
What happens after you join?
1. You receive a new client email and contract within 24 hours.
2. We send you a custom 6 question intake form to asses your risk profile and goal timeline.
3. We start evaluating companies and sectors based on your defined goals (custom portfolio creation only).
4. We have a check-in call to make sure we're covering your investment goals and aligned with your personal track based on a sample evaluation.
5. We continue to go deeper, giving you better performance analysis on other sectors or companies (custom portfolio creation only).
6. We send you your custom catalogue with curtailed investment opportunities along with potential growth metrics (custom portfolio creation only).
7. Together, we hop on a call to evaluate the investments chosen for you and the next steps (custom portfolio creation only).