Welcome to
The Wealth Circle

Feeling confident in your financial future and want to share about The Wealth Boutique with family and friends? Welcome to The Wealth Circle program.

This program is our way of creating an easy environment for our clients to introduce their family and friends to our firm. It also allows us to properly show our appreciation to the clients that help their friends embrace their financial journeys. Simply introduce someone to our firm and you will be invited to the next special “The Wealth Circle” events and gifts through the year. These events, both virtual and in person, will be special and exclusive only to our Wealth Circle. We will host a new event approximately every 12 months.

Over the years many of our best clients, like yourself, have referred relationships to us and this is our way to say thank you. We’re very excited to launch this program and hope to welcome you to The Wealth Circle soon. To apply to the program, use the form on this page and we will be in touch soon if you qualify.

  • Here’s what you get:

    • End of year event ticker for you and a plus one.

    • May Gala Event ticket and extra auction tickets for our raffle. 

    • Gifts and promotions throughout the year.

    • Initial thank you gift as we welcome you into The Wealth Circle

  • We love working with you, and we know you surround yourself with like minded people. People, people of similar morals, values, and ethics, and so we would love to grow with people just like you. We also want you to know we prioritize you, our clients, above all else. So we would rather spend time getting to know you, and the people who are special to you. By growing our firm this way, we always make sure you come first, and to offer you white glove services.

    So we would like to ask you a favor. You wouldn’t happen to know just one person who is like you, a good saver, high achiever, and ready to build out their financial security and could benefit from professional advice, ongoing management, and a thorough financial plan?

    If you do know someone, you can simply do one of 3 things:

    1. Invite them to come with you to one of our seminars, client events or webinars throughout the year. Email Sarah at SarahE@wwbpartners.com to get them signed up for our next event! 

    2. Make a virtual introduction by sharing our calendar link: https://jessicaweaver.as.me/30-min-discovery

    3. Share their contact information with us, and we will send them one of our books! Once we know a little bit about them, we can see which book would be a great fit for them. 

    You will be able to re-qualify each year by accomplishing one of the items above and receive your thank you gift and tickets to future events.

  • Contact SarahE@wwbpartners.com

Apply