Learn how to build and manage an investment portfolio customized to your personal goals.

Whether you're new to investing or a seasoned expert, this course is designed to make anyone a master of what I believe to be the most important investing concepts.

Here's what you'll learn in this course.

1. The foundational concepts for analyzing the risk and performance of mutual funds and ETFs.

2. How your goals affect the allocation of your investment portfolio.

3. How to fine tune the risk factors in your portfolio to weight the odds of success in your favor.

4. How to identify stages of the market cycle and build your portfolio around it.

5. How, when and why to hedge against downside risk.

6. How this all ties together as one comprehensive wealth expedition from ground zero to financial independence.

With investing, often it just takes understanding of a handful of concepts to make all the difference in your ability to make tremendous wealth over time.

My goal with this course is to offer you what I see as the most important concepts to successful investing.

This is a learn-at-your-own-pace course with 5+ hours of content that will help set you on course to achieving your financial goals and, ultimately, your ideal lifestyle.

Refund Policy

At The Wealth Expedition, I am committed to providing high-quality financial education that empowers you to take control of your financial future. And I'm constantly working to improve that experience! However, I also understand that sometimes things don’t work out as expected.

I want this to be a risk-free offer for you!

That's why I offer a 7-day money-back guarantee on all of the pre-recorded courses. If you feel the course isn’t the right fit for you, simply email me at [email protected] within 7 days of purchase, and I’ll issue a full refund—no questions asked.

 Refund Exceptions

• Refunds are not available after the 7-day period for courses.
• Due to the nature of digital content, I do not offer refunds for courses where a significant portion has already been accessed (e.g., 50% or more of the lessons completed).

How to Request a Refund

To request a refund, email me at [email protected] with your order details and reason for the request (optional). I process refunds within 3-5 business days, and funds typically return to your original payment method within 5-10 business days, depending on your bank.

I'm here to help! If you have any concerns or feedback, feel free to reach out—I’d love to hear from you.