Build wealth. Protect wealth. Pass it down.
Three things most families try to do separately — and struggle with. This bundle brings them together in one complete system.
Building wealth and protecting wealth are two different skill sets. Most families are working on one at the expense of the other. They’re investing without a protection plan. Or they have a plan but no investment strategy. Or they have both but haven’t thought about what happens when it’s time to pass it down. The Wealth Builder Bundle is built for all three.
Get the Bundle — $197
Investment Foundations Module
Core principles of building wealth, starting and growing a portfolio, understanding risk and diversification, investment vehicles explained plainly
Asset Protection Module
What asset protection actually means, legal structures that protect what you own, common risks most families overlook, layered protection strategies
Estate Planning Module
Wills, trusts, beneficiary designations, probate avoidance, asset titling strategies, complete templates and worksheets
About Portia Wood
Portia Wood is an estate planning attorney and the founder of Legacy Wealth Institute. She created the Wealth Builder Bundle because true generational wealth requires all three of these pillars — and most families only have one or two in place.
Wealth Builder Bundle — $197
Want expert coaching to go along with it? After purchase, you can upgrade to Legacy Blueprint VIP ($297, regularly $497).
Get the Wealth Builder Bundle — $197