If you’re reading this, you’re considering joining The WealthPlan Club.
Everything you need to know before you apply
By the end of this page, you’ll know whether this community is the right place for you. And if it is, you’ll be ready to submit your application with confidence.
At this time, The Club is only accepting new members in curated cohorts, and each cohort is intentionally kept small. That means spots are limited and highly coveted.
By the end of this page, you’ll know whether this community is the right place for you. And if it is, you’ll be ready to submit your application with confidence.
At this time, The Club is only accepting new members in curated cohorts, and each cohort is intentionally kept small. That means spots are limited and highly coveted.
Club Membership
What is The WealthPlan Club?
A private club for families & individuals committed to self managing capital, advancing financial literacy, & growing a high performance investment portfolio.
ready to take control of your financial future?
Built for those who want to develop the skill set to take ownership of their capital. Our members don’t want to hand their future over to chance or outsource their decisions blindly. They want to understand the markets, build confidence in their strategy, and manage their portfolio with clarity, structure, and long term intention.
Our members are diverse in background but aligned in purpose: people with capital that isn’t working hard enough, individuals who have come into unexpected liquidity and want to make smart moves, parents who want to set their children up for a stronger financial future, and traders seeking a trusted environment for accountability and community. They’re coachable and committed to building a portfolio that performs.
Built for those who want to develop the skill set to take ownership of their capital. Our members don’t want to hand their future over to chance or outsource their decisions blindly. They want to understand the markets, build confidence in their strategy, and manage their portfolio with clarity, structure, and long term intention.
Our members are diverse in background but aligned in purpose: people with capital that isn’t working hard enough, individuals who have come into unexpected liquidity and want to make smart moves, parents who want to set their children up for a stronger financial future, and traders seeking a trusted environment for accountability and community. They’re coachable and committed to building a portfolio that performs.
Curious about the history of The Club? Visit About Us
Curious about the history of The Club?
Visit About Us
What all happens in The Club?
The WealthPlan Club is a high accountability environment for people committed to managing and growing their own capital. Once you join, you step into a weekly rhythm of learning, applying, and refining, supported by guidance and community.
Members attend live virtual workshops each week, where Ryan and the coaching team break down market conditions, portfolio structure, and practical strategies. These sessions are essential to your success. The members who see real growth are the ones who show up consistently and stay engaged.
Beyond workshops, you’ll have the option to join peer to peer sessions with fellow members — a space to ask questions, compare ideas, sharpen your approach, and build accountability. You can also book mentor calls with Ryan on an a la carte basis (at his availability) to deepen your understanding or get clarity on unique financial decisions.
This Club becomes part of your routine. It’s for people who are serious about investing in their financial education, building confidence in the markets, and applying strategies that compound over time. If you can commit to showing up and doing the work, the WealthPlan community will meet you with the support, structure, and discipline needed to grow.
The foundation of The Club is simple: learn, earn, teach.
1. Learn
Develop the skills, discipline, and confidence to self manage your capital with intention.
1. Learn
Develop the skills, discipline, and confidence to self manage your capital with intention.
1. Learn
Develop the skills, discipline, and confidence to self manage your capital with intention.
2. Earn
Put proven strategies into practice and work towards consistent portfolio growth.
2. Earn
Put proven strategies into practice and work towards consistent portfolio growth.
2. Earn
Put proven strategies into practice and work towards consistent portfolio growth.
3. Teach
You’ll be encouraged to pass on what you’ve learned, building a cycle of shared financial literacy.
3. Teach
You’ll be encouraged to pass on what you’ve learned, building a cycle of shared financial literacy.
3. Teach
You’ll be encouraged to pass on what you’ve learned, building a cycle of shared financial literacy.
Member Benefits
Member Benefits
Club Membership Includes
Club Membership Includes
Access to the Community Group Chat
Access to the Community Group Chat
Access to the Community Group Chat
Daily Morning Trading Desk
Daily Morning Trading Desk
Daily Morning Trading Desk
Weekly Workshops & Roundtables
Weekly Workshops & Roundtables
Weekly Workshops & Roundtables
WealthPlan Wednesdays (Monthly Masterclass)
WealthPlan Wednesdays (Monthly Masterclass)
WealthPlan Wednesdays (Monthly Masterclass)
Peer to Peer Learning & Accountability
Peer to Peer Learning & Accountability
Peer to Peer Learning & Accountability
Investment Education Resources
Investment Education Resources
Investment Education Resources
Exclusive Networking Opportunities & Events
Exclusive Networking Opportunities & Events
Exclusive Networking Opportunities & Events
Earn While You Learn Framework
Earn While You Learn Framework
Earn While You Learn Framework
Learn More
Learn More
Learn More
What we don’t do:
1. We do not chase hype.
No emotional trades, no lottery-ticket thinking, no “get rich fast” energy.
2. We do not follow blind signals.
3. We do not operate in secrecy or ego.
4. We do not build alone.
1. We do not chase hype.
No emotional trades, no lottery-ticket thinking, no “get rich fast” energy.
2. We do not follow blind signals.
3. We do not operate in secrecy or ego.
4. We do not build alone.
1. We do not chase hype.
No emotional trades, no lottery-ticket thinking, no “get rich fast” energy.
2. We do not follow blind signals.
3. We do not operate in secrecy or ego.
4. We do not build alone.
Ready to join? Submit your application
Ready to join?
Submit your application
Online Community
Online Community
Online Community
Get help from the 24hr club concierge or get answers from experienced members in real time.
Get help from the 24hr club concierge or get answers from experienced members in real time.
Get help from the 24hr club concierge or get answers from experienced members in real time.
You’ll have questions—about Club strategies, resources, or a plan or trade you want a deeper read on. That’s part of the process.
Inside The Club’s private Discord, the community moves quickly. Members rally around questions, share experience, and in most cases you’ll get clear guidance within the hour.
You’ll also take part in Workshops, the Morning Trading Desk, and WealthPlan Wednesdays, while collaborating peer-to-peer throughout the week. Through WealthPlan’s earn-while-you-learn approach, members get access to real opportunities to deploy capital and grow income as they build.
Leslie Williams
Attorney
I have been a proud and fortunate member of WealthPlan (WP) since December 2023 and can happily and enthusiastically attest that joining WP has changed my life for the better!! Prior to joining I was a consistent long term investor but deployed a scattershot approach to my stock selection. In addition, my attempts at trading were chaotic and undisciplined and would drag my net worth down. The benefits I have received since joining WP are far too numerous to list in full in this forum. I will, however, share that the generous, brilliant and tireless Ryan Leslie and his personally trained coaches have helped me to create a custom budget, closely track my net worth, set a timeframe and strategy to grow my accounts to $1M+ in investable assets, strategically select high conviction stocks for my portfolio, reduce my tax burden, increase the ROI from the assets formerly lounging in my high yield savings account by 300+% (not a typo), upgrade my medium and long term financial and travel goals and MUCH more. WP leadership has helped me to achieve these goals even though I'm still working toward using all of the tools that WP provides! I could go on but I think you all get the idea that I love and appreciate WP. In closing, I will share a screenshot from one of my accounts that was in bad shape before I joined WP and has increased by nearly 70% over the past year and over 2% YTD.
Feb 06, 2025
Leslie Williams
Attorney
I have been a proud and fortunate member of WealthPlan (WP) since December 2023 and can happily and enthusiastically attest that joining WP has changed my life for the better!! Prior to joining I was a consistent long term investor but deployed a scattershot approach to my stock selection. In addition, my attempts at trading were chaotic and undisciplined and would drag my net worth down. The benefits I have received since joining WP are far too numerous to list in full in this forum. I will, however, share that the generous, brilliant and tireless Ryan Leslie and his personally trained coaches have helped me to create a custom budget, closely track my net worth, set a timeframe and strategy to grow my accounts to $1M+ in investable assets, strategically select high conviction stocks for my portfolio, reduce my tax burden, increase the ROI from the assets formerly lounging in my high yield savings account by 300+% (not a typo), upgrade my medium and long term financial and travel goals and MUCH more. WP leadership has helped me to achieve these goals even though I'm still working toward using all of the tools that WP provides! I could go on but I think you all get the idea that I love and appreciate WP. In closing, I will share a screenshot from one of my accounts that was in bad shape before I joined WP and has increased by nearly 70% over the past year and over 2% YTD.
Feb 06, 2025
Leslie Williams
Attorney
I have been a proud and fortunate member of WealthPlan (WP) since December 2023 and can happily and enthusiastically attest that joining WP has changed my life for the better!! Prior to joining I was a consistent long term investor but deployed a scattershot approach to my stock selection. In addition, my attempts at trading were chaotic and undisciplined and would drag my net worth down. The benefits I have received since joining WP are far too numerous to list in full in this forum. I will, however, share that the generous, brilliant and tireless Ryan Leslie and his personally trained coaches have helped me to create a custom budget, closely track my net worth, set a timeframe and strategy to grow my accounts to $1M+ in investable assets, strategically select high conviction stocks for my portfolio, reduce my tax burden, increase the ROI from the assets formerly lounging in my high yield savings account by 300+% (not a typo), upgrade my medium and long term financial and travel goals and MUCH more. WP leadership has helped me to achieve these goals even though I'm still working toward using all of the tools that WP provides! I could go on but I think you all get the idea that I love and appreciate WP. In closing, I will share a screenshot from one of my accounts that was in bad shape before I joined WP and has increased by nearly 70% over the past year and over 2% YTD.
Feb 06, 2025
Lisa M.
Realtor
I’m fairly new to the stock market and wanted to learn more about how to build my investments and manage my portfolios. I previously didn’t do anything in this space beyond participating in my employer sponsored 401k. I knew I needed exposure to trading and investing, but I didn’t know how or where to get started. After spending sometime learning how to analyze the right companies, how stocks move & trading options - I knew that I didn’t want to get left behind from the opportunities in the market. I knew Ryan was brilliant but after learning the level of service the team provides, daily, I'm confident this is the space for me. I’ve found an amazingly supportive community within WealthPlan. I’m learning a high value skill and I’m excited and committed in building! Thank you!
Mar 11, 2023
Lisa M.
Realtor
I’m fairly new to the stock market and wanted to learn more about how to build my investments and manage my portfolios. I previously didn’t do anything in this space beyond participating in my employer sponsored 401k. I knew I needed exposure to trading and investing, but I didn’t know how or where to get started. After spending sometime learning how to analyze the right companies, how stocks move & trading options - I knew that I didn’t want to get left behind from the opportunities in the market. I knew Ryan was brilliant but after learning the level of service the team provides, daily, I'm confident this is the space for me. I’ve found an amazingly supportive community within WealthPlan. I’m learning a high value skill and I’m excited and committed in building! Thank you!
Mar 11, 2023
Lisa M.
Realtor
I’m fairly new to the stock market and wanted to learn more about how to build my investments and manage my portfolios. I previously didn’t do anything in this space beyond participating in my employer sponsored 401k. I knew I needed exposure to trading and investing, but I didn’t know how or where to get started. After spending sometime learning how to analyze the right companies, how stocks move & trading options - I knew that I didn’t want to get left behind from the opportunities in the market. I knew Ryan was brilliant but after learning the level of service the team provides, daily, I'm confident this is the space for me. I’ve found an amazingly supportive community within WealthPlan. I’m learning a high value skill and I’m excited and committed in building! Thank you!
Mar 11, 2023
Yohana G.
International Developer
I've had an amazing time as a mentee so far. I already feel like it's changing my life and outlook on money and investing. During my 1:1 calls, Ryan shared with me that there are two ways you can look at life… through a lens of scarcity or through a lens of abundance. This has helped me better manage my finances and professional opportunities. Ryan is the type of mentor to give you actionable items that you can execute to grow as an individual and grow your net worth. I feel like my entire outlook on life has changed for the better. I filed my LLC last year with Ryan on the phone walking me through it. I've been learning so many different trading and investing strategies and I can't wait to see where this goes. I am thankful to be a part of this mentorship program and this is just the beginning. It’s only up from here! Thanks so much!
Mar 11, 2023
Yohana G.
International Developer
I've had an amazing time as a mentee so far. I already feel like it's changing my life and outlook on money and investing. During my 1:1 calls, Ryan shared with me that there are two ways you can look at life… through a lens of scarcity or through a lens of abundance. This has helped me better manage my finances and professional opportunities. Ryan is the type of mentor to give you actionable items that you can execute to grow as an individual and grow your net worth. I feel like my entire outlook on life has changed for the better. I filed my LLC last year with Ryan on the phone walking me through it. I've been learning so many different trading and investing strategies and I can't wait to see where this goes. I am thankful to be a part of this mentorship program and this is just the beginning. It’s only up from here! Thanks so much!
Mar 11, 2023
Yohana G.
International Developer
I've had an amazing time as a mentee so far. I already feel like it's changing my life and outlook on money and investing. During my 1:1 calls, Ryan shared with me that there are two ways you can look at life… through a lens of scarcity or through a lens of abundance. This has helped me better manage my finances and professional opportunities. Ryan is the type of mentor to give you actionable items that you can execute to grow as an individual and grow your net worth. I feel like my entire outlook on life has changed for the better. I filed my LLC last year with Ryan on the phone walking me through it. I've been learning so many different trading and investing strategies and I can't wait to see where this goes. I am thankful to be a part of this mentorship program and this is just the beginning. It’s only up from here! Thanks so much!
Mar 11, 2023
Daubin He'bert
Real Estate Broker
I have been working on trading options and learning how to invest in the stock market long term with Coach Rob. WealthPlan has helped me understand what I'm looking at when I see a stock chart. I have also learned how to read the chart to provide the best possible entries and exits to obtain profit while day trading. I have learned so much about myself and the psychology needed to be a consistent profit taker in the stock market. Ryan Leslie and Coach Rob are truly great mentors when it comes to trading stocks and navigating the financial markets!
Feb 14, 2023
Daubin He'bert
Real Estate Broker
I have been working on trading options and learning how to invest in the stock market long term with Coach Rob. WealthPlan has helped me understand what I'm looking at when I see a stock chart. I have also learned how to read the chart to provide the best possible entries and exits to obtain profit while day trading. I have learned so much about myself and the psychology needed to be a consistent profit taker in the stock market. Ryan Leslie and Coach Rob are truly great mentors when it comes to trading stocks and navigating the financial markets!
Feb 14, 2023
Daubin He'bert
Real Estate Broker
I have been working on trading options and learning how to invest in the stock market long term with Coach Rob. WealthPlan has helped me understand what I'm looking at when I see a stock chart. I have also learned how to read the chart to provide the best possible entries and exits to obtain profit while day trading. I have learned so much about myself and the psychology needed to be a consistent profit taker in the stock market. Ryan Leslie and Coach Rob are truly great mentors when it comes to trading stocks and navigating the financial markets!
Feb 14, 2023
Rashaad Morris
Truck Driver
I am Rashaad Morris. I am working on becoming a better day trader and develop a long term portfolio. WealthPlan has helped me tremendously understand the financial market and also show me how to create true wealth.
Feb 14, 2023
Rashaad Morris
Truck Driver
I am Rashaad Morris. I am working on becoming a better day trader and develop a long term portfolio. WealthPlan has helped me tremendously understand the financial market and also show me how to create true wealth.
Feb 14, 2023
Rashaad Morris
Truck Driver
I am Rashaad Morris. I am working on becoming a better day trader and develop a long term portfolio. WealthPlan has helped me tremendously understand the financial market and also show me how to create true wealth.
Feb 14, 2023
Sully G.
Program Manager
My name is Sully and I am a full time Digital Content Creator. I came into WealthPlan with little experience in investing (purchasing stocks here and there based on other people's recommendations). Through the mentorship, weekly calls, and community conversations I've learned so much! My mentor Rob has been great at being patient with my lack of experience and walking me through strategies, concepts & practices of trading. I am still practicing and learning, but I feel so much more equipped in trading and financial literacy in general. You definitely get out of this program what you put into it. So put in the time, and the program will meet you where you are. They are definitely in your corner.
May 08, 2023
Sully G.
Program Manager
My name is Sully and I am a full time Digital Content Creator. I came into WealthPlan with little experience in investing (purchasing stocks here and there based on other people's recommendations). Through the mentorship, weekly calls, and community conversations I've learned so much! My mentor Rob has been great at being patient with my lack of experience and walking me through strategies, concepts & practices of trading. I am still practicing and learning, but I feel so much more equipped in trading and financial literacy in general. You definitely get out of this program what you put into it. So put in the time, and the program will meet you where you are. They are definitely in your corner.
May 08, 2023
Ericka.
Ryan's ability to share his wealth of knowledge & wisdom along with being honest & transparent is exactly what's needed for many of us to shift the trajectory of our lives. I leave every session with him more FOCUSED, EMPOWERED & INSPIRED to take charge by implementing & applying what I've learned from him.
Mar 11, 2023
Ericka.
Ryan's ability to share his wealth of knowledge & wisdom along with being honest & transparent is exactly what's needed for many of us to shift the trajectory of our lives. I leave every session with him more FOCUSED, EMPOWERED & INSPIRED to take charge by implementing & applying what I've learned from him.
Mar 11, 2023
Ishola Ijaoribe
Video Producer
My name is Ishola. I have been in WealthPlan for 6 months. I recently joined the PRO level and I have seen my financial literacy grow, everything from personal finance, day trading, retirement strategies, and more. I’m currently working on being a consistent trader with allows me to gain extra income. I’m super grateful for the team creating this for folks who are eager and driven to take themselves and loved ones to another level. I highly encourage you to take interest in the blueprint that has been layed to anyone wanting to be financially independent.
Feb 21, 2023
Ishola Ijaoribe
Video Producer
My name is Ishola. I have been in WealthPlan for 6 months. I recently joined the PRO level and I have seen my financial literacy grow, everything from personal finance, day trading, retirement strategies, and more. I’m currently working on being a consistent trader with allows me to gain extra income. I’m super grateful for the team creating this for folks who are eager and driven to take themselves and loved ones to another level. I highly encourage you to take interest in the blueprint that has been layed to anyone wanting to be financially independent.
Feb 21, 2023
Want to see more stories? Visit the Wall of Wealth
Want to see more stories?
Visit the Wall of Wealth
Exclusive Invitations
Experiences that bring the community together.
Throughout the year, members may receive invitations to curated experiences designed to deepen connection, sharpen perspective, and put you in proximity with people who think the way you think about wealth and legacy.
Some gatherings are intimate Club-only meetups while others happen alongside major financial and cultural events where WealthPlan shows up together as a collective.
On select occasions, members may even have the opportunity to meet with Ryan in person at the WealthPlan HQ in New York City, depending on availability and level of engagement.
These moments aren’t guaranteed, they’re earned, and they’re part of what makes the experience rare, personal, and real.
Throughout the year, members may receive invitations to curated experiences designed to deepen connection, sharpen perspective, and put you in proximity with people who think the way you think about wealth and legacy.
Some gatherings are intimate Club-only meetups while others happen alongside major financial and cultural events where WealthPlan shows up together as a collective.
On select occasions, members may even have the opportunity to meet with Ryan in person at the WealthPlan HQ in New York City, depending on availability and level of engagement.
These moments aren’t guaranteed, they’re earned, and they’re part of what makes the experience rare, personal, and real.
1. Community Meetups
Club-only gatherings that bring the community together for fellowship and storytelling.
1. Community Meetups
Club-only gatherings that bring the community together for fellowship and storytelling.
1. Community Meetups
Club-only gatherings that bring the community together for fellowship and storytelling.
2. Club Outings
Curated experiences for members to gather in partnership with major financial and cultural events.
2. Club Outings
Curated experiences for members to gather in partnership with major financial and cultural events.
2. Club Outings
Curated experiences for members to gather in partnership with major financial and cultural events.
3. VIP Moments
Limited access invitations to visit the WealthPlan HQ in New York City for VIP gatherings.
3. VIP Moments
Limited access invitations to visit the WealthPlan HQ in New York City for VIP gatherings.
3. VIP Moments
Limited access invitations to visit the WealthPlan HQ in New York City for VIP gatherings.
The WealthPlan Guarantee
Your 60 Day Invitation Inside The Club
Before you commit to anything long term, we want you to feel what it’s like to be part of the community and see whether this is the right environment for you.
A 60 day, no pressure experience designed to help you gauge your tolerance for self managing portfolio growth and developing your WealthPlan.
WHAT YOU GET DURING YOUR TRIAL ENROLLMENT
Intro call with Ryan to meet your mentor
One (1) 30 minute work session with Ryan to audit your current position and map a path forward
Coaching support to help you get oriented within the community
Access to the private community group chat
You’ll experience the mentorship and community exactly as a member would, without committing to a full membership just yet.
We don’t want anyone guessing. We want you to know if this is for you.
If you love the experience, and we believe you will, you’ll have the opportunity to officially join The Club at the end of your 60 days.
It's not low pressure, it's no pressure. Either way, you'll walk away with clarity, direction, and a better understanding of your wealth strategy.
Your 60 Day Invitation Inside The Club
Before you commit to anything long term, we want you to feel what it’s like to be part of the community and see whether this is the right environment for you.
A 60 day, no pressure experience designed to help you gauge your tolerance for self managing portfolio growth and developing your WealthPlan.
WHAT YOU GET DURING YOUR TRIAL ENROLLMENT
Intro call with Ryan to meet your mentor
One (1) 30 minute work session with Ryan to audit your current position and map a path forward
Coaching support to help you get oriented within the community
Access to the private community group chat
You’ll experience the mentorship and community exactly as a member would, without committing to a full membership just yet.
We don’t want anyone guessing. We want you to know if this is for you.
If you love the experience, and we believe you will, you’ll have the opportunity to officially join The Club at the end of your 60 days.
It's not low pressure, it's no pressure. Either way, you'll walk away with clarity, direction, and a better understanding of your wealth strategy.