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Please watch this one-minute video prior to Step One and Step Two

Let's Get Started! 

Complete STEP ONE and STEP TWO

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STEP ONE

 

Prequalifications:

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  1. You must be 18 years or older

  2. You must be a legalized U.S citizen

  3. Your assets must be 5MM or more.

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Our qualification process is simple. By completing this confidential form submission and answering of few of our questions, we can align you with the proper SCOPE™ Wealth Strategist. This helps to ensure that you have an informative conversation with a member of our faculty.

Form Submission

Please fill out each question below.

STEP TWO

 

Schedule a phone appointment:

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A member of our concierge team will contact you by email to confirm your appointment.

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