Join the Movement
Help Others Build Wealth. Build Your Legacy Too.
Watch this short video to see how ALEGACY X partners help families and businesses build wealth, and build a business with purpose along the way.
Join the Movement video · coming soon
Next: a 3-minute fit check, then your Impact Partner Invitation to meet the team.
We’ll email you a copy of the details. No spam, ever.
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01Why it matters
Most Families Were Never Taught How Wealth Works.
They don’t need another salesperson. They need someone they trust to show them how money really works, and how to make it work for them.
That’s what our partners do. As Wealth Architects, they educate, design, and activate wealth systems for the people they serve.
Educate
Lead Wealth System Experiences that make money simple.
Design
Help families design wealth systems aligned with their goals.
Activate
Turn big ideas into next steps people use right away.
“To really be focused, mission minded, and intentional.”
Next: a 3-minute fit check, then your Impact Partner Invitation to meet the team.
02How it works
Two Paths. One Mission.
Choose the path that fits how you want to grow. You can start on one and grow into the other.
Impact Partner
Serve families and businesses in your community and create impact and income of your own.
Wealth Architect
Do the same, and build a team around you, growing an agency that creates change at scale.
Both paths require state licensing to offer certain financial services. We guide you through it.
“One of the vehicles that I had chosen to move forward was starting my own business and being an entrepreneur.”
Next: a 3-minute fit check, then your Impact Partner Invitation to meet the team.
03Your next move
We Walk With You Every Step of the Way.
From your first study session to your first client, you’re never building alone.
You’ll be onboarded to Global Financial Impact, our FinTech platform partner, with the tools and financial providers to design the right wealth system for every family you serve.
Your startup investment
$500–$700
to get licensed and join, depending on your state
Plus monthly professional costs once you’re active: platform access, E&O insurance, and payment processing. We walk you through every cost on your Impact Partner Invitation.
Get Licensed
We guide you from studying to passing your state licensing exam.
Get Onboarded
Our platform, providers, and training, set up with you.
Grow With Mentors
Mentorship and a community of mission-driven leaders.
Platform provided through Global Financial Impact, our FinTech platform partner.
“I’m thinking about how I can really connect with their system to really make the most out of it, and be a good mentor.”
Next: a 3-minute fit check, then your Impact Partner Invitation to meet the team.