THE

WealthPlan

WealthPlan

Club

Club

A private membership for serious investors learning and earning through community.

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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

Cohort Dates

Cohorts allow us to offer a more intentional entry into The Club, combining structured guidance with community immersion as members begin building their WealthPlan.

enroll

April 2026

April 2026

April 2026

Applications open March 16

cohort dates

Apr-Jun 2026

Apr-Jun 2026

Apr-Jun 2026

enroll

July 2026

July 2026

July 2026

Applications open June 15

cohort dates

Jul-Sept 2026

Jul-Sept 2026

Jul-Sept 2026

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.

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.

Member Benefits

Member Benefits

Club Membership Includes

Club Membership Includes

Apply Now

Access to Community Group Chat

Daily Morning Trading Desk

Weekly Workshops & Roundtables

WealthPlan Wednesdays (Monthly Market Recap)

Peer to Peer Learning & Accountability

Investment Education Resources

Exclusive Networking Opportunities & Events

Earn While You Learn Framework

What we don’t do:

1. We do not chase hype.

We don’t move money based on trends, headlines, or social media excitement. Every decision is grounded in fundamentals, risk awareness, and long-term thinking.

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

Apply Now

Online Community

At the center of The WealthPlan Club is an online community designed to support you through your journey. Members stay connected through a private group channel where questions, insights, and market observations are shared openly.

What follows are a few of the journeys currently unfolding inside the WealthPlan community.

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

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

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

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

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.

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.

The WealthPlan Guarantee

Your 60 Day Invitation Inside The Club

Before you commit to WealthPlan 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.

Each Cohort is 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 Cohort Enrollment

⇒ Introductory calls with Ryan to meet your mentor
⇒ 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 WealthPlan.

Your 60 Day Invitation Inside The Club

Before you commit to WealthPlan 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.

Each Cohort is 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 Cohort Enrollment

⇒ Introductory calls with Ryan to meet your mentor
⇒ 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 WealthPlan.